FAQ: Engaging with Student Prospects

How do I stop sending recruiting engagement items to a student prospect?: Select
Engagement
Manage Engagement Preferences
from the prospect's related actions menu.
Select the
Opt Out - Student Recruiting
check box.

Prospects are opted out of mass recruiting communications, such as event invitations and engagement items used in engagement plans. You can still send ad hoc communications to prospects. Workday still sends registration confirmations, cancellation, and reschedule items for events the prospect was invited to or registered for.
How do I know which engagement items we sent to a prospect?: Review the History profile group on the prospect's profile.
Why aren't some prospects who meet the recipient criteria receiving engagement items?: It's possible the prospects don't have an email or mailing address in Workday. Check the prospect profile for a primary email or mailing address.
If a prospect has both a primary home email address and a primary work email address, which does Workday use?: The primary home email address. You can still specify the email priority for your items in engagement plans.
If I edit an engagement item, how can I view the earlier version sent to a prospect?: Access the History profile group on the prospect's profile.
Click the item to see a snapshot of what was sent.
How do I know which engagement plans use a particular engagement item?: Access the
Find Student Engagement Items
report to find the item.
Click the item in the
Engagement Item
column then drill down on the
Usage
number.
How do I suspend the use of an engagement plan or item?: From the related actions menu of the engagement plan or item, select
Engagement
Inactivate
. Workday appends (Inactive)
after the plan or item name.
How do I update an engagement plan after it's approved?: You can edit plans for your assigned academic unit and academic units at a lower level. To change anything except the plan's academic unit or academic level:
From the related actions menu of the engagement plan, select
Engagement
Edit
.
If the plan requires approval, Workday notifies the approver.
I created an engagement plan for the wrong academic unit and academic level. How do I fix this?: If the engagement plan is approved:
Access the
Process History
tab on the engagement plan.
From the Engagement Plan Event
in the
Process
column, select a related action of
Business Process
Correct
.
Enter the correct information.
Add a comment explaining the reason for the correction.
Changing the academic unit can make emails that are secured to another academic unit unavailable to the plan. You might need to make other adjustments to the plan before you can submit the corrections.
If the engagement plan is in progress (awaiting approved), you can withdraw it and create a new one:
Click the
Process History
tab on the engagement plan.
From the Engagement Plan Event
in the
Process
column, select a related action of
Business Process
Withdraw
.
Select the
Confirm
check box and click
OK
.
Click
Done
.
If you click
Revise
instead, you can update the plan, but still can't change the academic level or academic unit.
Create the new plan.
What happens if I change the audience for an engagement plan or recruiting event after engagement items are sent?: When the scheduled engagement process runs, it sends items to any qualifying prospects who weren't eligible before.
Prospects who no longer qualify for recruiting events they had invitations for continue to receive engagement items for the event.
Prospects who received communications related to an engagement plan for which they no longer qualify, don't receive the subsequent items.
What happens if the user who configured my student audience changed roles or is no longer with the institution?: You change the run as user for your student audience using the
Edit Student Audience Run as User
task.

Create Student Engagement Plans

Create Student Messages