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Administrator Guide
Last Updated: 2024-06-28
Steps: Set Up Campus Engagement

Steps: Set Up Campus Engagement

Configure Workday to manage and track interactions with students and prospective students.
  1. Enable Workday to send engagement emails outside of your tenant.
  2. Access the
    Edit Tenant Setup - Notifications
    task.
    In the
    Notification Delivery Settings
    section, configure notification settings for a desired notification type by:
    • (Optional) Selecting or creating a routing rule from the
      Rule
      prompt to apply to a parent notification type, including all notification types under it.
    • (Optional) Selecting the
      Override Parent Notification Type Settings
      check box to apply a different routing rule to individual notification types.
    Security:
    Set Up: Tenant Setup - BP and Notifications
    domain in the System functional area.
  3. (Optional) Configure email analytics for engagement plans.
  4. Configure Campus Engagement business processes and their security policies.
  5. Create your student audience to use in engagement plans and custom reports.
  6. Configure engagement plans and items for sending communications.
  7. Schedule the start time for the delivery process for all engagement plans.
    Use the
    Schedule Student Engagement Run
    task (secured to the
    Manage: Sending Campus Engagement
    domain) to schedule the time to run the daily delivery process for all plans.
  8. (Optional) Change the recipient threshold for mass distribution of engagement items.