Sometimes you’ll want to send an announcement or SMS Campaign to all users. But, we know sometimes you’ll only want to communicate with a special and specific segment of users. Dynamic User Targeting criteria allows you to create more tailored nudges for your families. This new feature will also allow you to run more complex User Exports.
This document will outline new and existing targeting options, which will allow you to 1) send out announcements and SMS campaigns and 2) run user exports sorted by the following criteria:
- Community
- User Role
- Parent Promoter Score
- Activity Date
- Profile Field Value
- Organization
- Funnel
- Funnel Stage
- Funnel Cohort
- Student Connection Status (FERPA)
- SMS Opt-In Status
- Account Conversion Status
- Event Registration Status
- Paid Membership Status
- Email Confirmation Status
- State
- Country
NOTE: This guide covers the details of User Targeting, which appears in a few different areas in your portal. Reference our newly updated guides linked here if you’d like help specifically with:
- Creating an Announcement (using Dynamic Targeting)
- Creating an SMS Campaign (using Dynamic Targeting)
- Creating a User Export
While you’re making an Announcement, SMS Campaign, or User Export, you’ll see a new look!
Now, let’s look at how to toggle criteria and how each criteria can be helpful to you!
1. Choose Your Audience: Dynamic User Targeting
1A.) Include users that match any/all of the following criteria
To demonstrate dynamic announcements and how the number of estimated recipients changes depending on the criteria selected, we will first show an example of the “any” vs. “all" functionality.
If you select “Include users that match all of the following criteria:” then users must match all criteria in order to be included in the dynamic announcement. If you select “Include users that match any of the following criteria:” then users are only required to match one of the criteria to be included in the dynamic announcement.
In our example, we will be creating a dynamic announcement for users who match all the following criteria:
- Users belong in both the “Funnel Stage: Admitted” and “Admit Type - First Year” communities
- Users belong in the Fall 2023 Cohort
- Users with a Parent Promoter Score (PPS) between 80-100
- Users who have not registered their account
By default, your dynamic targeting will populate the “Community” targeting option. You can click the "X" to get rid of the community option to start with another targeting criteria.
You can select your desired communities so that families in those communities are added to this new dynamic announcement. In this example, we’ve selected users in the “Funnel Stage: Admitted” and “Admit Type - First Year” communities to be included in this dynamic announcement. Since I configured this criteria to include “members of all of these communities,” only users who are part of both communities will receive this dynamic announcement. We can see the number of estimated recipients changes from 0 to 700.
You can also filter users within a specified Parent Promoter Score range.
In this example, we’ve only selected users in the PPS range of 80-100. The number of estimated recipients changes to 435.
You can include users in a dynamic announcement by their account conversion status.
In this example, we’ve selected to include users who have not registered their accounts. The number of recipients now changes to 260.
Finally, you can filter by cohort membership. In this example, we will be targeting users in the Fall 2023 The number of estimated recipients adjusts to 235.
Users that belong to both the “Funnel Stage: Admitted” and “Admit Type - First Year” communities, have a PPS between 80-100, have unregistered accounts, and Fall 2023 Cohort will receive this dynamic announcement. This feature is helpful in reaching very specific populations in your portal.
EXCLUSION CRITERIA
You will also, in many cases, be able to decide whether to Include or Exclude certain criteria. Some popular examples of why you might "Exclude" certain criteria is to:
- Exclude the "Graduated Families" community
- Exclude the "Families of Prospective Students" Organization from receiving campus emergency communications
- Send event registration reminders to everyone who has NOT registered for Family Weekend
- Send Giving Solicitations to families who have NOT made a gift
Now that we've shown you the basics, let's talk about each of the criteria in more detail!
1B.) Targeting by Community
By default, your dynamic announcement will populate the “Community” targeting option.
You can select your desired communities so that families in those communities receive an announcement. In this example, I’ve selected “First Year Families” and "Second Year Families" to receive this announcement.
1C.) Targeting by User Role
You can filter by user role within dynamic announcements. You can add users to an announcement depending on whether they have an ”Admin” account and/or whether they belong to the “Current Families” or “Prospective Families” organizations. You can also choose to send the announcement to all families in the portal.
We recommend checking off “Admins” along with the specified family group so you, along with any functional users at your institution, can receive the announcement. In this example, I’ve only checked off “Admins” so only users with an admin account will receive this announcement.
1D.) Targeting by Parent Promoter Score
You can select a range of Parent Promoter Scores (a measure of how engaged families are based on account conversion, campaign clicks, email opens, etc.) to target families of different engagement levels. We recommend toggling the bar and checking the Estimated Recipients to make sure you’re targeting a significant amount of people. In this example, we can see the estimated number of recipients changes depending on the range we select.
Families in the top quartile of PPS are 3x more likely to enroll in your institution.
NOTE: This example only applies to customers with the Student Enrollment module.
1E.) Targeting by Activity Date
You can include users in a dynamic announcement based on their join date, last activity, and last login.
In this example, we’ve selected to target an announcement based on the user’s join date. You can now select Relative or Absolute Date.
Relative Date: Select this option to include users within a selected time frame. In this case, we are including users who joined the portal within the last 90 days.
Absolute Date: Select this option to include users within a specified date range. In this case, we are including users who joined the portal between 2/22/2023 and 3/22/2023.
1F.) Targeting by Profile Field Value
The image below is an example of the different profile field values that can live on each user’s profile.
Using Profile Field Value, you’re able to include users in dynamic announcements based on the profile field values you set up in the portal. These profile field values are visible to admins on each user’s profile.
In this example, we have profile field values of student first name, student last name, relationship to student, student id, fafsa, counselor assignment, etc. You can include users in a dynamic announcement based on any of these profile field values.
Selecting the ‘counselor assignment’ profile value, we receive a drop-down menu. You can select one or more indicators to include users. If you wanted to include counselor-specific information in your dynamic announcement, you could configure that here.
1G.) Targeting by Organization
You can include users in dynamic announcements based on which organization(s) they belong to.
You have the ability to use the “any” and “all” functionality. If you select “Members of all of these organizations” then users must be in each selected organization in order to be included in this dynamic announcement. If you select “Members of any of these organizations” then users only have to be in one of the selected organizations in order to be included in this dynamic announcement.
You can select users who belong to the Current Families or Prospective Families groups (these may be labeled differently at your institution).
In this example, members who are a part of either the “Current Families” or “Prospective Families” organizations will receive an announcement.
In this example, only members who are part of both organizations will receive the announcement.
1H.) Targeting by Funnel Stage
You can include users in dynamic targeting based on the funnel stage(s) they are a part of. You can send out funnel-stage specific information using this feature or send out communication that is relevant to users that belong in different funnel stages. In this example, we are sending an announcement to users who are a part of either the “Inquiry” or “Applicant” funnel stage.
If you’re targeting a Funnel Stage, we also recommend adding a Cohort Criteria (see the next step in this guide) so you can specify the entry term you’d like to target.
NOTE: This example only applies to customers with the Student Enrollment or Parent Giving modules.
1I.) Targeting by Funnel Cohort
You can send targeted announcements based on the funnel cohort(s) users are a part of. If you want to communicate with users in various cohorts, select the checkboxes. In this example, only users in the Fall 2023 cohort will receive an announcement.
NOTE: This example only applies to customers with the Student Enrollment module.
1J.) Targeting by Funnel
In this example, we only have one funnel, so selecting “Enrollment Funnel” will send out communication to everyone in a funnel stage. If your portal utilizes Parent Giving AND Student Enrollment, you may have 2 funnels.
NOTE: This example only applies to customers with the Student Enrollment and/or Parent Giving module.
1K.) Targeting by Student Connection Status
You can include users in dynamic announcements based on their student connection status.
In this example, we are selecting users who are not connected to a student. This feature is helpful for nudging families that have not made a connection request!
NOTE: This example only applies to customers with the FERPA Management module.
1L.) Targeting by Account Conversion Status
You can include users in dynamic announcements based on account conversion status. Users who have registered their account are those that have completed the onboarding survey and created a password for their account. These users are generally more engaged than users who have not registered their accounts.
In this example, we’ve selected to send a message to users who have an unregistered account.
1M.) Targeting by Event Registration Status
For customers who use events with registration, you have the ability to use the “any” and “all” functionality. If you select “Registered of all of these events,” then users must be in each event in order to be included in this dynamic announcement. If you select “Registered for any of these events,” then users only have to be in one of the selected events in order to be included in this dynamic announcement.
In this example, users who belong in any of the following communities will receive an announcement.
1N.) Targeting by Paid Membership Status
You can include users in dynamic announcements based on their subscriptions to various memberships. Targeting criteria for each membership group includes whether users have an active paid membership, an inactive paid membership, or a membership expiring in a specified period of days.
In this example, we are including users who have a paid membership expiring in 30 days.
NOTE: This criteria will only be available if you utilize CampusESP’s Membership Management Module.
1O.) Targeting by Email Confirmation Status
You can include users in dynamic announcements based on whether users have confirmed or not confirmed their email addresses. In this example, we’ve selected users who have not confirmed their email addresses.
1P.) Targeting by State
You can include users in dynamic announcements based on the state that they are from. States will populate from information you send over in your files and information that families fill out on the onboarding survey.
NOTE: Because this information is pulled from the files you send over and the information families select from the onboarding survey, you may have some states that are formatted differently. For example, Pennsylvania can appear as “PA,” “Pa,” “Pennsylvania,” or another format so make sure you are selecting all relevant indicators.
1Q.) Targeting by Country
You can include users in dynamic announcements based on the country that they are from. Countries will populate from the information you send in your files and information that families fill out on the onboarding survey. You can select as many countries as you’d like.
NOTE: Because this information is pulled from the files you send over and the information families select from the onboarding survey, you may have some countries that are formatted differently. For example, the United States can appear as “US,” “United States,” “U.S.,” or another format so make sure you are selecting all relevant indicators.
1R.) Targeting by SMS Opt-In Status
You can include users in dynamic announcements based on their SMS-Opt in status. In this example, this announcement will go out to all users who have not opted in or out of receiving SMS campaigns.
NOTE: This example only applies to customers with the SMS module.
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