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Administrator Guide
Last Updated: 2023-06-23
Example: Create Student Engagement Plans

Example: Create Student Engagement Plans

This example illustrates how to create a student engagement plan using your student audience.
Marilyn, the Student Recruiting Manager for Alma Mater University (AMU), is creating an engagement plan for an email recruiting campaign to attract undergraduates to AMU for Fall 2019.
She wants to target:
  • Inquirers, leads, and pre-applicants
  • Tagged as veterans
She wants to send these emails to prospects:
  • A welcome message from July 1 to October 31.
  • An application deadline message 10 days after the welcome message.
  • A last reminder on October 31.
Create these emails in Workday for the undergraduate level of AMU with these descriptions:
  • AMU Undergraduate email campaign: Welcome
  • AMU Undergraduate email campaign: Application deadline
  • AMU Undergraduate email campaign: Deadline is next week!
  1. Access the
    Create Custom Report
     task.
    As you complete the task, select these values:
    Option Description
    Report Name
    Recruiting Audience for Plans
    Report Type
    Simple
    Data Source
    Student Applications
  2. Click
    OK
    .
  3. Add these fields on the
    Columns
     tab:
    • Academic Unit
    • Academic Level
    • Academic Period
    • Stage
    • Active Regions
    • Student Tags
  4. Add these rows in the
    Filter on Instances
     grid on the
    Filter
     tab:
    Field
    Operator
    Comparison Value
    Academic Unit
    in the selection list
    Alma Mater University
    Academic Level
    in the selection list
    Undergraduate
    Academic Period
    in the selection list
    2019 Fall Semester
    Stage
    in the selection list
    • Inquirer
    • Lead
    • Pre-Applicant
    Student Tags
    any in the selection list
    Veteran
  5. Click
    OK
     and then click
    Done
    .
  6. Access the
    Create Student Audience
     task.
  7. As you complete the task, select these values:
    Option Description
    Name
    Recruiting Audience for Plans
    Category
    Student Recruiting
    Used For
    Plans and Ad Hoc
    Academic Unit
    Alma Mater University
    Audience Type
    Custom Report
    Custom Report
    Your custom report
    Recruiting Audience for Plans
  8. Click
    OK
     and then click
    Done
    .
  9. Access the
    Create Student Engagement Plan
     task.
  10. As you complete the task, select these values:
    Option Description
    Name
    AMU Undergraduate Email Campaign
    Description
    AMU undergraduate email campaign. Focused on Fall 2019 prospects.
    Start Date
    07/01/2019
    Stop Date
    10/31/2019
    Category
    Student Recruiting
    Academic Unit
    Alma Mater University
    Student Audience
    Recruiting Audience for Plans
  11. On the
    Items
     tab, click
    Add
     to define a schedule for the 3 emails:
    Option Description
    Item Type
    Email
    Item
    AMU Undergraduate email campaign: Welcome
    End Date
    10/31/2019
  12. Click
    Add
     to add the next item to the plan that will be sent 10 days after the welcome email:
    Option Description
    Item Type
    Email
    Item
    AMU Undergraduate email campaign: Application deadline
    Start Date
    07/10/2019
    End Date
    10/30/2019
  13. Click
    Add
     to add the next item to the plan and select these values:
    Option Description
    Item Type
    Email
    Item
    AMU Undergraduate email campaign: Deadline is next week!
    Start Date
    10/30/2019
    End Date
    10/31/2019
  14. Click
    Submit
     and then click
    Done
    .
When the plan is approved, Workday sends the welcome email within the specified date range to prospects who meet the recipient criteria.
The scheduled campus engagement delivery process sends the second email within the specified dates to prospects who received the welcome email 10 days earlier. Workday sends the email based on the run frequency schedule of the plan.
When the delivery process runs on October 30, it sends the final email to all prospects who meet the recipient criteria, whether or not they received the second email.