Creating an Appointment Campaign in Coyote Connections

Issue/Question

I want to create an appointment campaign for advising appointments in Coyote Connections.

Creating appointment campaigns

Scheduling advising appointments through a campaign

Environment

• Coyote Connections

Resolution

1. Click Campaigns and Events from the left-hand navigation menu
2. Click +Add New under Appointment Campaigns
3. Enter a campaign name
4. Select the appropriate Care Unit, Location, and Service
5. Set the Appointment Limit, Appointment Length, and Slots Per Time values
   Note: Do not select Allow Scheduling Over Courses unless you want appointments to be scheduled during a student's class time
6. Select reminder options for students and email reminders for yourself
7. Select the campaign Start Date, End Date, and Launch Date
8. Click Continue
   Note: Create campaign availability before creating a campaign. Campaigns require availability configured for campaign scheduling. See Creating Availabilities in Coyote Connections
9. Select the students to include in the campaign
10. Click My Students Only and click Search to display advisees assigned to you
11. Select individual students or select all available students
12. Click Continue
13. Select your name from the available staff list
14. Click Continue
15. Click +Add Welcome Message
16. Edit the invitation message that students will receive
17. Click Save Welcome Message
18. Click +Add Nudge to create reminder messages
19. Select a specific send date or configure the reminder to send a set number of days after the student is added to the campaign
20. Click Save Nudge
21. Add a Success Message if desired
    Note: Success Messages are optional because students receive an appointment confirmation email after scheduling
22. Click Continue
23. Review the campaign details
24. Click <Back to modify campaign settings
25. Click Start Campaign to launch the campaign