Communication Plans

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Scenario: Students who need to receive a specific communication at a specific point within a communication plan. 

Define your Smart Search criteria

• Student Status = Inquiry
• Entry Term = Fall 2022
• Action = Inquiry 1 – Email_Fall 2022 was delivered
• Action Date = Inquiry 1 – Email was sent at least 14 days ago
• Action = Has NOT received Inquiry 2 – Email_Fall 2022
•  

Build your Smart Search 

1. Linked Query Group 1 (Student Status)
   
   
   1. Condition 1: Student Status – Student Status
   2. Operator: contains any of
   3. Condition Values: Inquiry – Inquiry-Active
   4. Field: Active
   5. Primary: Yes
      
      Tip: Click + to add another condition to Linked Group 1.
      
      
   6. Condition 2: Student Status – Student Status Entry Term
   7. Operator: contains any of
   8. Condition Values: Fall 2022
   9. Field: Active
   10. Primary: Yes
       
       
       
       

2. Linked Query Group 2 (Action History)
   
   
   1. Condition Type: Action History – Communication Name
   2. Operator: contains
   3. Condition Value: Enter the name of the communication already sent (e.g., Inquiry 1 – Email_Fall 2022)
   4. Condition Type: Action History – Date
   5. Operator: Relative – is on or before
   6. Operator: Last
   7. Condition Value: Enter the number of days (e.g, 14 days)
   8. Condition Value: Days
      
      
      
      

3. Linked Query Group 3 (Action History)
   
   
   1. Condition Type: Action History – Communication Name
   2. Operator: does not contain (all)
   3. Condition Value: Enter the name of the communication you’re sending out using this Smart Search (e.g., Inquiry 2 – Email_Fall 2022)
   4. Click Save Changes or Run
      
      
      
      Tip: If the next email to go out (i.e., Inquiry 3 – Email_Fall 2022) should be sent in 7 days, then you could copy the Smart Search above and all that is needed is to replace the communication names, and number of days.