Automations are a powerful tool that allow users to automatically add students to Appointment, Enrollment, Messaging, or Survey Campaigns. Using automations can greatly increase the number of notifications sent from Navigate360, so EAB recommends restricting the number of users who can use them.
- Log in to find three EAB Help Center articles created in spring 2024:
- Creating a Campaign Automation: This workflow guide describes how to create a Campaign automation from either a Saved Search or Saved V3 Report.
- Creating a Send Message Automation: This workflow guide describes how to create a Send Message automation from either a Saved Search or Saved V3 Report.
- Creating an Issue Alert Automation: This workflow guide describes how to create an Issue Alert automation from either a Saved Search or Saved V3 Report.
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- Log into EAB's Help Center and search for "Automated Actions" to find a link to the May 2023 introductory webinar recording and the slide deck.
- EAB Targeted Advising Campaigns 101 Recording (log into EAB Help Center, look for Strategic Resources and then Webinars for this 2019 tutorial)
- See Career and Major Resources in Advising and Student Support on this website.
- See documents including EAB toolkits in Analytics
