Veterans Outreach

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.

  1. Add New Campaign
    When adding a new campaign, a pop‐up window will appear where you provide all the information about it.
  • Campaign – Name of your campaign.
  • Cities – Areas where you want the campaign to be promoted.
  • Status – Open(Active) / Closed(Inactive) campaign.
  • Semester – School term you want the campaign to be active.
  • Notes – Details about the campaign.

Do not forget to click the Update button to save the campaign you created.

  1. Edit Campaign or Continue Outreach Process
    If you want to modify or continue the outreach process of a particular campaign, you need to select one from the list.

    Once selected, click the Edit Campaign button. A pop-up window will come up where you can edit/update any information regarding the campaign.

    Hit the Update button, and your new information will be saved.


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.

  1. Only Contacted – This is where you can click the checkbox if you have contacted the veteran.
  2. Veteran – Name of the veterans displayed by last name first.
  3. Email Address
  4. Only Published Articulation – Indicates the veteran with an articulated MOS to an approved and published course.
  5. Occupation Code – Veteran’s current occupation code
  6. Occupation Title – Veteran’s current occupation title
  7. Mobile Phone
  8. Home Phone
  9. City
  10. Zip Code
  11. Do Not Call – Indicates whether the veteran is in the Do Not Call list.
  12. Address Warning – Indicates that the veteran’s address is outdated.

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.

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On top of the grid, you will see the different options you can do when working on a campaign.

SAVE CHANGES

This is used when you click any boxes under the Only Contacted column.

This is used to generate a letter to be printed or emailed to the veteran. You can preview the copy of the letter here.

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.