Audience
Faculty & Staff
Task
In the Campaigns module, creating a campaign is a streamlined process that allows you to send emails to more than one student at a time.
Prerequisites
- Access to the MyConnect platform.
- Basic knowledge of campaigns and communication channels (Email, SMS, Push Notifications).
- A defined Audience (Segment) for targeting.
Instructions
- Duplicating an Existing Campaign
- Go to Engagement > Campaigns > One-Time Communications in the main navigation menu.
- Choose Templates from the list of tags on the left. This will filter out all of the existing email templates that have been built for you to choose from in the DRAFTS window.
- Identify the appropriate template from the title or by clicking on the title to see a preview of the content. (Hit the back button to return to the list of options; DO NOT edit the template.)
- To duplicate a template, click the three dots on the right that correspond with the template you would like to work from and select Duplicate.
- Click on the Copy of the template you created and select Edit in the top right corner.
- Rename your email (top) and remove the template tag.
- Optional: Add tags to easily filter campaigns in the future.
- Configure Communication Settings
- Communication Type: Select One-Time as the communication type.
- Channels: Choose Email for the campaign channel.
- SMS messaging is designated for one-to-one communication under the Conversations menu.
- Push notifications are a feature of the Student Hub.
- Audience: Select your target Audience or Segment for this campaign.
- Configure Email
- Save, Preview and TestSend/Save Your Campaign
- Edits to your campaign Save automatically.
- Preview your campaign to ensure it looks and works as expected.
- Check the personalization by sending a test email to yourself (and others!).
- Send Your Campaign
- Choose how you want to send the campaign:
- Send Immediately: Click Send to deliver the campaign right away.
- Schedule: Choose a future date and time to send the campaign.
- Save: With the campaign auto-saved, come back and send it whenever you are ready.
- Campaign Statuses:
- Draft: The campaign has not been sent yet.
- Reserved: The campaign is queued for sending.
- Sending: The campaign is in progress.
- Sent: The campaign has been successfully delivered.
If your campaign is stuck in "Reserved" or "Sending" for more than 30 minutes, try resending it or contact the Service Desk to open an Incident.
Need a template that isn’t available yet?
If you need an email built that doesn’t work with a template that already exists, please complete this MyConnect Email Campaign Request Form. Please allow at least two business days for these requests to be complete; more complex builds may require more flexibility.
Outcome
After completing these steps, your campaign will be successfully created, configured, and either sent immediately or scheduled for later delivery. You'll also be able to track its performance in the Insights menu, by selecting Campaigns.
Further Reading
Element451 Help-Creating a Campaign