About campaigns in AdRx

• Overview
• Campaign terminology
• Typical appointment campaign workflow
• Typical activity campaign workflow

Overview

Appointment and activity campaigns are available to most users. For appointment campaigns, students are asked to take action by scheduling a meeting with an advisor. For activity campaigns, students are asked to take action by checking in at a kiosk for a specified activity or event.

Campaigns can be shared with members of the same SAS team calendar, and they can handle student group sizes ranging from a handful to a full caseload. Previous messages sent to students are included in the details of the campaign.

You can access campaigns from the header in AdRx. For help creating and managing campaigns, see:

• Create an appointment campaign in AdRx
• Create an activity campaign in AdRx
• Manage appointment and activity campaigns in AdRx

Campaign terminology

Although campaigns integrate with other known systems, such as AdRx, some terminology is unique.

Campaign overview statistics

Campaign overview statistics refer to the overall student participation in each campaign.They show the percentage of students in each student status. You can view the information by doing one of the following:

• From the "Campaigns" home page, under the "Overview" column header, select the Open and Closed tabs.
• On each individual campaign's progression page, see the "Overview" box on the "Summary" page.

Campaign status

On the "Campaigns" landing page, each tab contains campaigns you created, as well as any campaigns to which you have been added as a manager. Each campaign will have one of the following statuses:

• Open: The initial campaign email message has been sent to students, and the campaign is ready for activity.
• Draft: The campaign is still being set up, or the initial campaign email message has not been sent to students.
  Note:

  At minimum, a draft appointment campaign needs a campaign name before campaign managers can create availability in their SAS calendars. It is best to leave campaigns in draft status until at least one manager has created campaign-specific SAS appointments.
• Closed: The campaign is completed and a campaign manager has manually closed the campaign. Closed campaigns do no continue to track student activities. Only activities that occur between a campaign's start and end dates, or the date the campaign is closed, count towards a students participation in a campaign. Campaigns do not close automatically; they must be manually closed.
  Important:

  Once closed, campaigns cannot be reopened.

Student status

Student status refers to the degree of completion a student has achieved in a campaign. You may view each student's status on each campaign details page. In order for students to change status from "In Progress" to "Complete", they must have an appointment, and the associated appointment note must be submitted or they must have checked in and out at a kiosk for the assigned activity.

Each student in a campaign will have one of the following statuses:

• No Requirement (activity campaigns only): The student has no time requirements set for this campaign.
• Not Started: The student has no scheduled appointments for the campaign.
• In Progress: The student has at least one scheduled appointment for the campaign or has checked in for an activity.
• Complete: The student has completed the required number of appointments for the campaign and the associated appointment note has been submitted.
  • Auto complete: When the student has completed all required time at each of the required activities for the activity campaign, the system will show the student as complete.
  • Manual complete: The campaign owner/manager can manually "complete" a student's participation in the campaign.

Typical appointment campaign workflow

Following is a typical workflow for an appointment campaign:

1. Create a draft campaign by defining its details.
2. Create a campaign restriction and add appointment slots in SAS Staff.
3. Build the list of students who will be in the campaign.
4. Compose and send the kickoff email message to students.
5. The campaign is now live.
6. Students will begin scheduling campaign appointments via SAS Student. These appointments will display on the campaign progression page.
7. Managers may add additional campaign-restricted appointment slots to their SAS calendars.
8. Managers may add students to this campaign and send additional messages to new or to all students who are assigned to the campaign.
9. Campaign staff will submit appointment notes, which will mark the student as having completed that campaign requirement.
10. An owner or manager closes the campaign based on their own pre-determined decision factors (all students have completed requirements, a specific date has passed, etc.).

Typical activity campaign workflow

Following is a typical workflow for an activity campaign:

1. Set up at least one activity kiosk for your unit. If you wish, you can also set up services within your activity kiosk.
2. Create a draft campaign by defining its details in AdRx.
3. Build the list of students who will be in the campaign.
4. Set the requirements for students in the campaign.
5. Compose and send the kickoff email message to students.
6. The campaign is now live.
7. When students check into the designated kiosk/service, their progress toward total requirements will display on the campaign progression page.
8. Managers may add students to this campaign and send additional messages to new or to all students who are assigned to the campaign.
9. Campaign staff will be able to document the student's completion of requirements, if needed.
10. An owner or manager closes the campaign based on their own pre-determined decision factors (all students have completed requirements, a specific date has passed, etc.).