Phone Campaign

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Scenario: Identify all the students who were admitted for Fall 2023 on or before the last day. You want to make sure the student acceptance email has already been sent, so you can follow-up with a congratulatory phone call.  

Tip: You also want to make sure the Smart Search only includes students that have an active phone number. Once you have called the student, you do longer want them to appear in your Smart Search.

 

Define your Smart Search criteria

• Student Type = New First Time, Transfer, Readmit
• Student Status = Admitted
• Student Status Entry Terms = Fall 2023
• Student Status Date = On or before the last day
• Prior Communication = Admit 1 – Student_Acceptance_Email
• Phone Criteria:
  • phone number – is not empty, primary = yes
  • phone status – is active, primary = yes
• Action = Admit Phone Call 

 

Build your Smart Search 

1. Group 1

   1. Match Type: Match All
   2. Condition 1: Person – Student Type
   3. Operator: Contains any of
   4. Condition Value: Select appropriate student types (i.e., New First Time, Readmit, Transfer, etc.)  from the dropdown menu
      
      
      
2. Add a Linked Group
   
   
   1. Click
   2. Select Linked Group. A Linked Group 2 will display.
      
      
      
      
3. Add the criteria for Linked Group 2 (Phone)
   
   
   1. Condition 1: Phone – Phone Status
   2. Operator: Contains any of
   3. Condition Value: Active
   4. Field: Active
   5. Primary: Yes
   6. Click  to add a Condition
   7. Condition 2: Phone – Phone Number
   8. Operator: Is not empty
   9. Field: Active
   10. Primary: Yes
       
       
       
       
4. Add a Linked Query Group
   
   
   1. Click
   2. Select Linked Group. A Linked Group 3 will display.
      
      
      
      
5. Add the criteria for Linked Group 3 (Student Status)
   
   
   1. Condition 1: Student Status – Student Status
   2. Operator: Contains any of
   3. Condition Value: Admitted – Admitted
   4. Field: Active
   5. Primary: Yes
   6. Click  to add a Condition
   7. Condition 2: Student Status – Student Status Entry Term
   8. Operator: Contains any of
   9. Condition Value 2: Fall 2023
   10. Field: Active
   11. Primary: Yes
   12. Click to add a Condition
   13. Condition 3: Student Status – Student Status Date
   14. Operator: Relative – is on or before
   15. Operator: Last
   16. Condition Value 3: 1
   17. Operator: Days
   18. Field: Active
   19. Primary: Yes
       
       
       
       
6. Add a Linked Query Group
   
   
   1. Click
   2. Select Linked Group. A Linked Group 4 will display.
      
      
      
      
7. Add the criteria for Linked Group 4 (Action History)
   
   
   1. Condition: Action History – Communication Name
   2. Operator: Contain any of 
   3. Condition Value: Name of Communication (i.e., Admit 1 – Student_Acceptance_Email)
      
      
      
      
8. Add a Linked Query Group
   
   
   1. Click
   2. Select Linked Group. A Linked Group 5 will display
      
      
9. Add the criteria for Linked Group 5 (Action History)
   
   
   3. Condition: Action History – Action
   4. Operator: Does not contains any of (all)
   5. Condition Value: Add the action you will use to indicate you called the student (i.e., Admitted Call – Call 1 Success)
   6. Click Save Changes or Run
      
      
      

 

Results

Tip: The Smart Search Results identifies the students that need to have a text reminder to register sent. Right-click the Full Name to open the record and verify the results. This Smart Search can be used for a calling campaign as well.

 

Final Smart Search