For Colleges: Outreach Messages, Automated Messages

Outreach Messages are included when you upgrade to Premium Presence. Learn more

Automated Outreach Messages

Automated messages are sent automatically after a student or parent completes an event you define based on the Audience and Automation Trigger you choose when composing your message.

  • Automated messages can be saved as a draft before being sent
  • Automated messages are sent within a two-hour window after the student triggers the message
  • Automated messages are NOT sent retroactively to students who have already completed your defined event
  • Automated messages can NOT be edited once received by a student


The Audience is where you will choose if students or parents will receive the message.

Automation Trigger

The Automation Trigger is where you will define which event will trigger your message. e.g. a student adding your school to their Following, Applying, or Applied list in Scoir.

Customizing Your Audience

You can further customize your audience by using any of the filters located within Filter segment.

All filters can be applied to students, but parents can only be segmented by:

  • Engagement Stage
  • Class Year
  • Location
  • First Generation Students
  • High School
For descriptions of each filter, click here

Engagement Stage lets you choose whether you want to reach students who are Following your college, are Applying, or have Applied

Class Year narrows your message’s scope by the selected class year(s)

Academic Focus includes the selected majors students have added to their college preferences like Business and Nursing

Student Life sends your message to students who have included selected interests in their college preferences like school programs, clubs, and sports

Career Interests allows you to target students according to their saved career preferences. Simply select up to 10 career options to refine your outreach.

Demographics lets you segment by Legal Sex and Neighborhood Household Income

Location includes State and Community Type such as city or rural

First Generation Students narrows your message to students who are first generation

High School lets you segment students in specific high schools (via search), and choose school type whether that's public or private

Academic Profile allows you to reach only students who reported test scores like ACT / SAT within a selected range
Customized messages in Scoir are INCLUSIVE meaning that the more categories listed the more students you will typically reach.

Message Actions

Messages can be edited, disabled/enabled, or deleted by using the Action selector on the right-most side of the message.

Edit: The content, audience, and trigger can all be edited once saved as a draft or scheduled.

Once a message has reached a student it can NOT be edited. Edits apply to future messages only.

Disable: Use disable to pause the usage of a scheduled message. Once disabled, messages will show as grey. Disabled messaged can be re-enabled by choosing enable from the same menu.

Delete: Deleting a message will delete it from the Outreach queue. Messages that have already reached an audience will not be removed from their message inbox.

Creating an Automated Outreach Message

  1. Go to Engage > Messaging
  2. Select Automated and click + New Message
  3. Select your audience
  4. Select an Automation Trigger
  5. Further customize your audience by using one or more of the filters located within Filter segment
  6. Add a compelling Subject and compose your message in the Body
  7. (Optional) Add a Call to Action Button
    1. Provide a link to the webpage where you want to direct your recipients
    2. Update the button label
      Interactions with your call to action will be included in that message’s “Clicks” count.
  8. Once you’re finished staging and composing your message, click Schedule to schedule immediately or Draft to save as a draft to be scheduled at a later date


Automated Messages can be assigned a priority. Students only receive one automated message per trigger type. You can control which message a student will receive by changing its send priority.

Send priority dictates the priority of a message for students whose details might trigger multiple messages. In these cases, students will only receive the message with the highest-ranked priority that matches their Group Segment criteria. If the system does not find a match in the top listed priority, it will look to the next highest priority message.

As a best practice, you may want to list messages with the smallest audience with higher priority.

How did we do?

For Colleges: One-Time Messages

For Colleges: Programs