For Colleges: Outreach Messages, Automated Messages

Elliot Updated by Elliot

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.

Audience

The Audience is where you will choose if students or parents will receive the message, as well as how those students or parents will be defined. This can be done across all students or parents ("All Followers") or customized.


Customized Messages

Students can be customized by Class Year, Interests, Academic Focus, State, First Generation Status, and High School

Parents can be customized by Class Year, State, First Generation Status, and High School

  • Class Year: allows you to narrow your message’s scope by the selected class year(s)
  • Interest: allows you to narrow your message’s scope to students who have included the selected interests in their college preferences
  • Academic Focus: allows you to narrow your message’s scope to students who have included the selected majors in their college preferences
  • State: allows you to narrow your message’s scope by in state, out of state or from individually selected States
  • First Generation Status: allows you to narrow your message’s scope to students who are first generation.
  • High School: allows you to narrow your messages scope to specific high schools (via search)

Customized messages in Scoir are INCLUSIVE meaning that the more categories listed the more students you will typically reach.


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.



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

To create an outreach message:

  1. Navigate to the Outreach section of the Engagement tab and click New Message

  1. Choose the Automated Messages and New Message

  1. Select your audience and customize by Class Year, Interests, Academic Focus, State, First Generation Status, and High School

  1. Choose an Automation Trigger

  1. (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.
  2. 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

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For Colleges: Outreach Messages, One Time Messages

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