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Administrator Guide
Last Updated: 2023-06-23
Reference: Campus Engagement Capabilities

Reference: Campus Engagement Capabilities

You can view high-level feature descriptions for the capabilities in this product area.

Action Items

Provides the ability to require students to take action on their financial aid or student applications.

Ad Hoc Engagements

Provides the ability to communicate with students outside of engagement plans.

Engagement Plans

The functionality provides the ability to:
  • Define audiences for engagements.
  • Schedule engagements.
  • Monitor engagement plans.

Holds

Provides the ability to block processes for students until they resolve holds. The functionality supports:
  • Automatic and manual hold applications and removals.
  • Mass hold applications and removals.
  • Temporarily lifting holds.
  • Custom hold reasons.

Student Appointments

Provides the ability for students to schedule appointments with their advisors. The functionality supports:
  • Categories and reasons for appointments.
  • Requesting appointments on behalf of students.

Student Messages

Supports communication with students and student prospects. The functionality supports:
  • Branded and personalized email templates.
  • Coordinated engagement plans and ad hoc messaging.
  • Mobile push notifications.

Student Notes

Provides the ability to document interactions with students. The functionality:
  • Provides control over the visibility of student notes.
  • Supports custom categories and topics.
  • Uses segmented security to control access to categories and topics.