In this section, you will find all campaigns in the system. The list shows the description, status, and semester it is occurring. This is one convenient place where you can add, edit, view, delete or continue the outreach process easily.
Do not forget to click the Update button to save the campaign you created.
You may have noticed that when you selected a campaign from the list, a new section appears below. This is the list of veterans that were automatically selected based on their zip codes.
It is in this section where you can easily work on the campaign.
You can Save Changes, Print Veteran Letter, Edit Veteran Related Information, Flag Veteran to be Contacted, Export to Excel.
In addition, you can Filter Veterans by Program(s) of Study by clicking the checkbox.
Before we discuss these buttons, let us talk about the information inside this grid.
There are a total of 12 columns that can be rearranged, sorted and filtered based on your preference.
Expanding the row where the veteran name is listed will give you an option to create action items for the particular veteran by clicking + Add New Record button.
This is where you can set the Action Type, Action, Due Date, Notes. Like among other grids, you may rearrange and sort this list.
By default, the list is sorted where latest entered action item is on top.
Clicking a particular action item will make the fields editable. You can get out of the action item by clicking the X Cancel Changes button, or by clicking outside the row.
On top of the grid, you will see the different options you can do when working on a campaign.
This is used when you click any boxes under the Only Contacted column.
PRINT VETERAN LETTER
This is used to generate a letter to be printed or emailed to the veteran. You can preview the copy of the letter here.
EDIT VETERAN RELATED INFORMATION
This is where you can edit veteran’s information.
FLAG VETERAN TO BE CONTACTED
This is an indicator which veteran needs to be contacted.
EXPORT TO EXCEL
If you like a copy of the list in Excel spreadsheet, then you can click this.