Enrollment Campaign

Enrollment Campaigns was designed to help you support more EABs best practices 61 Campaign Ideas. Using this feature, you can now create campaigns that help enroll more students on time. Open Enrollment Campaigns by going to the Campaigns page and selecting the Enrollment Campaigns tab.

After creating an Enrollment Campaign, you track student enrollment and engagement through the Enrollment Campaigns link.

Select your Enrollment Campaign’s name to open a report with statistics about the performance of the campaign.

The following metrics are available in the Enrollment Campaigns report.

Students in Campaign

The number of students who were sent the campaign email.

Students Enrolled

Number and percentage of students who have enrolled in term. This information is gathered by referencing an active term-level registration record where registered_ind equals yes.

Click to Open Rate

The click-to-open rate (CTOR) compares the number of unique clicks to unique opens.

Emails Sent

The number of emails sent by the Enrollment Campaign. This number may not be the same as the number of students in your original list if the student was enrolled when you sent out the campaign.

Emails Opened

The number of emails sent by the campaign that were opened.

Links Clicked

The number of times the link in the campaign email was clicked.

Beneath the metrics is a table with two tabs. The first tab, Students Enrolled in Term shows the number of students from the Enrollment Campaign who are now enrolled in the term. The second tab, Students Not Enrolled in Term shows the students who are not yet enrolled in the term. Either list may be exported as a CSV file from the Options sidebar.

Launching an Enrollment Campaign

To begin, open the Campaigns page and select Enrollment Campaigns from the Actions sidebar. The New Enrollment Campaign page opens.

Define the Campaign

Define the Enrollment Campaign much as you would an Appointment Campaign. Enter the Campaign Name, Term, and End Date

Campaign Name

Campaign Name is visible to the person creating the campaign and any other users who have access to view campaigns, but is not visible to the student. Make sure that you adhere to your institution’s naming policy, otherwise other users will not be able to evaluate the impact of your campaigns.

Warning. Start campaign names with the most important info. Academic term is the most important!

Our formats include: Term, College or Department, Popualtion and/or Purpose, initials who created the campaign.


  • F19 UAC Super Senior ABC

  • W22 CHHS Pre-Health Freshman 2nd Semester Hold QRS

  • S20 EOP 1st Peer Mentor Meeting XYZ

  • Su21 CDC CSM Senior Outreach LMN


The Term you are trying to enroll students in.

Tracking URL

The URL you want students to click. This can be any URL, but you probably want it to take students directly to a registration site.

Tracking URL Display Value

The text students will see in the email message encouraging them to enroll. When students click the text, they go to the Tracking URL

Campaign End Date

The date the Enrollment Campaign ends.

After entering all the Define Campaign information, click Continue.

Add Students to Campaign

The next step is performing a search to find recipients for the campaign. The term selected in the Define Campaign step is pre-selected by default.

Set your criteria and perform the Advanced Search. The search results page appears.

Select the students to add to the campaign and click Continue. You may also save this search if you want. Once you've gone to the next step, this list is static and does not update.

Review the students on the next page. If a student should not be in the campaign, select the box next to their name and choose to Remove Students from Campaign from the Actions menu.

Once finished, click Continue.

Compose Nudges

Nudges replace the Compose a Message functionality and allow for more communication from your school to students during an Enrollment Campaign. Each nudge is an email sent to your campaign list. You can customize the message sent to the student; however, the link and link text will always be the URL and text set in the first step of the Enrollment Campaign.

Nudge emails are sent the morning of the date chosen when you create the nudge. As with any email, some may be slightly delayed. To create a nudge, define your campaign and create your list of students for the Enrollment Campaign. The Nudges page opens.

Click Add Nudge to create your first nudge. You must create at least one nudge per campaign; however, you can create more. There are no limits on how many nudges you can send.

Enter a subject line and customize the message. The available Merge Tags are listed under the Message text box. You can see a preview of the message in a panel right of the composition panel. You can also attach a file to this message.

Fields used in the message composition are:

Email Subject

The subject of the nudge email going to the student. It is Enroll Today by default.


The customized email message going to the student. Merge tags are available for this message and are shown beneath the message field.

Send Date

The date the email nudge is sent. The nudge with the earliest date will essentially start your Enrollment Campaign.

After creating a nudge, click Save Nudge to continue. You may continue creating nudges after this.

You can also create a Success Message on the Nudges step of an Enrollment Campaign. This is an email sent the day after the recipient completes the objective. It is for communication purposes only. Click Add Success Message to start creating a Success Message.

The Add Success Message page is like the Add Nudge page; however, there is no Send Date because the Success Message is only sent after the student completes the objective. You may also use merge tags when writing your Success Message.

After you finish creating Nudges, click Continue to go to the Confirm & Send page.




Confirm and Send

The last page is a Confirm and Send page. You can review all elements of your Enrollment Campaign and once you are satisfied it’s correct, send the campaign to your students. If there is an error preventing you from sending the campaign, an error message appears on this page.

Note. Any students who are already enrolled in the term targeted for the campaign are removed from your list when you click Start Campaign.

Updates to Email and Enrollment Campaigns

Users can remove students from campaigns. You do this by editing an active campaign, going to the recipients' page, selecting the students you want to remove, and selecting Remove Selected Students from the Actions menu.

Edit an existing campaign. At the bottom of the Verify Recipient page is an Add More Students button.


Clicking this button opens the Advanced Search that lets you add more students. Once you have added new students, a page to add a special nudge immediately to newly added students. Other nudges that haven't been sent will be sent to those students as well. Email metrics, if enabled, will be populated for the message that is sent to new students.

Note. The click-to-open rate is tracked by a very small 1-pixel image in the email.

Frequently Asked Questions

Enrollment Campaigns are intended to be used by staff for outreach that helps enroll more students on time. Enrollment Campaigns allow staff to identify students that have not yet enrolled in an upcoming term, send those students a personalized message, track click-to-open rate, and track if those students are enrolled in the upcoming term.  Enrollment Campaigns will not be behind a feature flag but are permission-driven by User Role.

Enrollment Campaigns are only tracking students that have and have not enrolled in an upcoming term.

The data metric being referenced is an active term-level registration record where registered_ind equals yes.

If click and open rate tracking is enabled, we will track and display the individual click data for the tracking URL configured within the campaign. Additionally, within the campaign, we will display aggregated data, the number of emails opened, the number of links clicked, and the click-to-open rate.

Many privacy laws require a service provider to get an individual’s consent before using technologies that track that individual's behavior, which is why we encourage you to make sure that students have provided consent for cookies and another track before you send mail. If privacy is a concern at your school, we have provided a way to turn open and click tracking off at the school level, and if turned on, we currently only support tracking opens at the aggregate level.