Creating Appointment Campaigns from Alerts or Cases in Coyote Connections

Issue/Question

I want to create an appointment campaign for students with alerts or cases assigned to me in Coyote Connections

Creating appointment campaigns from cases

Scheduling appointments for students with alerts

Environment

• Coyote Connections

Resolution

Creating An Appointment Campaign From Cases

1. Click Cases from the left-hand navigation menu
2. Under Assigned To, select your name
3. Click Search to display cases assigned to you
4. Select the check box next to Student to select all students in the results
5. Click Actions
6. Select Create Appointment Campaign
7. Complete the campaign configuration fields
8. Click Continue

Note: The Start Date and End Date determine when students can schedule appointments

Note: The Launch Date determines when the invitation email is sent to students

Reviewing Campaign Recipients

1. Review the students included in the campaign
2. Click Continue

Selecting Campaign Staff

1. Select your name from the Available Staff list
2. Click Continue

Creating a Welcome Message

1. Click Add Welcome Message in the Nudges section
2. Edit the welcome message students will receive
3. Click Save Welcome Message

Creating Nudges and Success Messages

1. Click Add Nudge to create reminder messages for students who have not scheduled an appointment
2. Edit the reminder message
3. Select a specific send date or configure the reminder to be sent a specific number of days after a student is added to the campaign
   Note: Nudges are reminder emails sent to students who have not yet scheduled an appointment
4. Create a Success Message if desired
   Note: Students receive an appointment confirmation message immediately after scheduling an appointment, making Success Messages optional
5. Click Continue
6. Review the campaign information
7. Click Start Campaign