Sample Dialogs

Appendix: Sample Dialogs

This chapter describes the structure of several of the sample dialogs delivered with the Online Marketing to Student Administration integration. You should use these dialogs for your own needs by cloning them and then changing the relevant information. The dialogs are provided as examples of how Student Administration tasks can be performed using online dialogs. The two sample Online Application for Admission dialogs are discussed in a separate chapter.

This chapter describes these sample dialogs and includes the following sections:

Prospect Recruitment—Please Visit Campus.
Applicant Enrichment—Housing Survey.
Applicant/Admitted Student Conversion—Attend an Event in Your Area.
Admitted Student Conversion—Attend an On-Campus Pre-Registration Event.
Opt Out Dialog.
Considerations When Cloning the Sample Dialogs.

Note. These sample dialogs depict a fictitious university and its undergraduate program. The web documents in the dialogs refer to a template, CS_LAKE_UGRD, and the HTML email documents contain stylesheet information and references to a Great Lakes University image file. The web template and image are packaged and installed as part of the installation and setup process. Images of sample email messages display a preview version of the email—tags in curly braces ({}) represent content that will be merged when the dialog is Live. The sample dialogs belong to business unit of EGUBU and their audiences are part of SetID PSUSI.

Prospect Recruitment—Please Visit Campus Dialog

The purpose of the Prospect Recruitment—Please Visit Campus dialog is to invite the prospect to visit the campus. The dialog contains two broadcast email messages:

The first broadcast email invites prospects to visit.
The second broadcast email is sent to those prospects who started the dialog (clicked the link in the email), but quit without requesting a campus visit.

Each combination of Institution and Career should have a separate dialog.

Dialog Flow

The following diagram shows the dialog flow for the Prospect Recruitment—Please Visit Campus dialog:

Broadcast Email

The Prospect Recruitment—Please Visit Campus dialog has two broadcast emails:

Campus Invitation.
Campus Visit Reminder.

Campus Invitation

The first broadcast email sent to prospects invites them to set up a campus visit to learn more about the university. The prospect can click on a link that provides more information about the campus visit, or opt out of future emails.

The campus visit link takes the prospect to a campus visit selection page; the opt-out link goes to the opt-out dialog.

Campus Visit Reminder

The second broadcast email is sent to the prospect if two weeks passes without a response to the first broadcast email. It reminds the prospect about the importance of a campus visit, once again invites him or her to set up a visit, and offers the opportunity to opt out of future communications.

External Event Trigger

The dialog also contains an External Event Trigger (for example, a banner ad) that takes the visitor directly to the campus visit selection page.

Audience Definition

This section describes the audience definitions for Broadcast Emails 1 and 2.

Broadcast Email 1 Audience Definition

The audience definition criteria for the first broadcast email is named CS_GLAKE_UGRD_CAMPUS_VISIT1 and consists of people who:

Have never received this broadcast email.
Have the DO NOT EMAIL flag set to “N” or empty.
Have specified an email address. (EMAIL ADDRESS is not empty).
Are not deceased. (Deceased Flag set to “N” or empty.
Are prospects, not applicants.
Have set Institution to “X” and Career to “Y”.
Are starting in the Fall of 2004. (ADMIT TERM = 1047).

The audience content is also limited based on the user’s security profile.

See Data Integration.

Broadcast Email 2 Audience Definition

The audience definition criteria for the second broadcast email is named CS_GLAKE_UGRD_CAMPUS_VISIT2 and consists of people who:

Have started the dialog but failed to complete it.
Have the DO NOT EMAIL flag set to “N” or empty.
Are not deceased. (Deceased Flag set to “N” or empty.

Web Documents

The dialog's web documents consist of:

Campus Visit Selection page.
Confirmation and Thank You page.

Campus Visit Selection Page

The Campus Visit Selection page allows the prospect to select a date for a visit to the campus.

Confirmation and Thank You Page

The Confirmation and Thank You page verifies the date selected by the prospect and the location for the campus visit, along with thanking the prospect for the selection.

Follow-Up Email

Each prospect who selected a campus visit receives an email confirming their choices.

Opting Out

The respondent is given the opportunity to opt out of future mailings by clicking a web link in the broadcast email. This link takes the respondent to a separate dialog where he or she can indicate the desire to opt out.

See Opt-Out Dialog.

Applicant Enrichment—Housing Survey Dialog

The purpose of this dialog is to provide the applicant an opportunity to complete a questionnaire about campus housing interests. The user is asked to rate six housing types in terms of importance. Based upon the input, the user is shown a list of residence halls that match each of his or her interests. For each indicated interest, the user is asked to rank the set of residence halls.

Each institution should have a different version of this dialog.

Dialog Assumptions

In this sample dialog, assume the following:

The housing types are:

Honors Living Area.
ROTC Living Area.
Substance Free (no alcohol, tobacco, etc.) Living Area.
Single Gender Living Area.
Co-Ed Living Area.
Married Living Area.

The possible ratings are:

Very Important.
Somewhat Important.
Not Important.

The residence halls and their associated living types are shown in the following table:

	Honors	ROTC	Substance Free	Single Gender	Co-Ed	Married
Washington	X		X		X	X
Jefferson	X			X
Lincoln	X		X	X
Kennedy	X				X	X
Sherman		X	X	X
Nimitz		X	X		X
Pershing		X		X
Hendrix			X		X

Dialog Flow

The following illustration shows the flow of the Applicant Enrichment dialog:

Note. The entire dialog flow is not visible in the illustration.

Broadcast Email

Each member of the audience receives a broadcast email message inviting them to participate in the housing survey. They can click a link to proceed, or click another link to opt out of future mailings.

The first link takes the user to the Applicant Enrichment page.

The second link takes the user to the Opt-Out dialog.

External Event Trigger

The dialog also contains an External Event Trigger (for example, a banner ad) that takes the visitor directly to the housing survey page.

Audience Definition

The audience definition criteria for the broadcast email is named CS_GLAKE_UGRD_HOUSING_SURVEY and consists of people who:

Have never received this broadcast email.
Have DO NOT EMAIL set to “N” or empty.
Have a valid email address on file (EMAIL ADDRESS is not empty).
Are not deceased (Deceased Flag is “N” or empty).
Are applicants, not prospects.
Have Institution set to “X” and Career to “Y”.
Are starting in the Fall of 2004 (ADMIT TERM = 1047).

The audience content is also limited based on the user’s security profile.

See Setting User Security by Audience.

Web Documents

The dialog's web documents consist of:

Housing Survey page.
Ranking pages (one for each residence hall type).

Housing Survey Page

This page displays the survey. The user completes the survey by clicking a choice (Very, Somewhat, or Not Important) for each type of housing. When the form is submitted, the user’s input is analyzed to determine which ranking pages will be shown to the user. If the user indicated a type of housing is either “Very” or “Somewhat” important, they are taken to a page for that housing type. If the user indicated a housing type as “Not” important, that housing type page is not shown.

Ranking Pages

Each ranking page allows the user to rank choices for residence halls based on choices of Very Interested or Somewhat Interested on the Housing Survey page.

The ranking pages are shown in order based on the respondent's choices on the housing survey. For each housing type, the ranking page displays the available residence halls that fit the specified requirement. Clicking the Submit button on a ranking page takes the user to the next available ranking page based on interest in the housing type.

Survey Thank You Page

This page thanks the respondent for completing the survey.

Opting Out

See Opt-Out Dialog.

Applicant/Admitted Student Conversion—Attend an Event in Your Area Dialog

The Applicant/Admitted Student Conversion—Attend an Event in Your Area dialog invites applicants and admitted students to attend an event in their area. Each combination of Institution and Career should have its own dialog.

Dialog Flow

The following illustration shows the flow of the Applicant/Admitted Student Conversion—Attend an Event in Your Area dialog:

Broadcast Email

Each member of the audience receives an email inviting them to attend an off-campus event occurring in the applicant’s area. The applicant is asked to click a link to proceed, or offered the chance to opt out of future emails.

The Area Event web link takes the respondent to the Area Event Selection page. The Opt Out link points to the Opt Out page.

External Event Trigger

The dialog also contains an External Event Trigger (for example, a banner ad) that takes the visitor directly to the area event selection page.

Audience Definition

The audience definition criteria for the broadcast email is named CS_GLAKE_UGRD_AREAEVENT and consists of people who:

Have never received this broadcast email.
Have DO NOT EMAIL set to “N” or empty.
Have a valid email address on file (EMAIL ADDRESS is not empty).
Are not deceased (Deceased Flag is “N” or empty).
Are applicants, not prospects.
Have Institution set to “X” and Career to “Y”.
Have City set to “CHICAGO” and State set to “IL”.
Are starting in the Fall of 2004 (ADMIT TERM = 1047).

The audience content is also limited based on the user’s security profile.

See Setting User Security by Audience.

Web Documents

The Applicant/Admitted Student Conversion—Attend an Event in Your Area dialog uses the following web documents:

Area Event Selection page.
Confirmation and Thank You page.

Area Event Selection Page

The Area Event Selection displays the upcoming opportunities to attend off-campus events. The user is asked to select one or more events. When the page is submitted, the applicant is taken to a confirmation and thank you page.

Confirmation and Thank You Page

The Confirmation and Thank You page thanks the user for registering and displays a list of the off-campus events he or she has chosen.

Confirmation Email

Each prospect who selected events to attend receives an email confirming their choices.

Opting Out

See Opt-Out Dialog.

Admitted Student Conversion—Attend an On-Campus Pre-Registration Event Dialog

The Admitted Student Conversion—Attend an On-Campus Pre-Registration Event invites the admitted student to attend an on-campus event prior to registration. Each combination of Institution and Career should have a separate dialog.

Dialog Flow

The following illustration shows the flow of the Admitted Student Conversion—Attend an On-Campus Pre-Registration Event dialog:

Broadcast Email

Each member of the audience receives an email inviting them to attend an on-campus preregistration event. The student can click a link to proceed, or click another link to opt out of future emails.

External Event Trigger

The dialog also contains an External Event Trigger (for example, a banner ad) that takes the visitor directly to the pre-registration event selection page.

Audience Definition

The audience definition criteria for the broadcast email is named CS_GLAKE_UGRD_CAMPEVENT and consists of people who:

Have never received this broadcast email.
Have DO NOT EMAIL set to “N” or empty.
Have a valid email address on file (EMAIL ADDRESS is not empty).
Are not deceased (Deceased Flag is “N” or empty).
Are admitted applicants, not prospects or non-admitted applicants.
Have Institution set to “X” and Career to “Y”.
Are starting in the Fall of 2004 (ADMIT TERM = 1047).

The audience content is also limited based on the user’s security profile.

See Setting User Security by Audience.

Web Documents

The Admitted Student Conversion—Attend an On-Campus Pre-Registration Event dialog uses the following web documents:

Pre-Registration Event Selection page.
Confirmation and Thank You page.

Pre-Registration Event Selection Page

The Pre-Registration Event Selection page shows the user a list of available events on the campus. The user is asked to select one or more events. When the page is submitted, the user is taken to a confirmation and thank you page.

Confirmation and Thank You Page

The Confirmation and Thank You page thanks the user for registering and displays a list of the pre-registration events he or she has chosen.

Confirmation Email

Each applicant who selected an event receives a confirmation email confirming their event choices.

Opting Out

See Opt-Out Dialog.

Opt-Out Dialog

The sample dialogs include a link to an Opt-Out dialog that allows respondents to choose not to receive further mailings. The Opt-Out dialog includes two documents:

Opt Out page.
Opt Out Thank You page.

Note. Because all the sample dialogs in the Marketing to Student Administration integration (including the Online Applications for Admission) are crosslinked to the Opt-Out dialog, any changes you make to the Opt-Out dialog will be displayed when visitors access it from any of the sample dialogs.

Opt Out Page

The Opt Out page offers the prospect the opportunity to opt out of any future mailings. Prospects can choose Yes, which sets the Do Not Email flag to Y, or No, which does not change the flag.

Opt Out Thank You Page

The Opt Out Thank You page thanks the prospect and verifies that he or she has chosen to opt out of future mailings.

Considerations When Cloning the Sample Dialogs

If you choose to use or clone the sample web documents included with the Marketing to Student Administration integration, you must perform a few steps in order to retain their formatting. This section describes these steps.

Note. If you create your own original web documents, you do not need to perform the steps in this section.

After running the message to populate the choices from Student Administration, perform the following steps:

Export the imported documents from both the GLAKE and PSUNV LAW applications and save them. This includes the following documents:
- Academic Data.
- Academic History.
- Personal Information.
- Employment History.
- Parents/Emergency Contact.
Discard the current imported contents of the documents. (At this point, the documents can be edited).
Go through each document and delete the choices from the choice elements. (On average, each document contains about 5-6 choice elements per page).
Click the Refresh Choices button for each of the choice elements. At this point, the Student Administration choices should appear.
Export the document again to a temporary file.
Copy and paste the choices from the temporary file into the file you saved in step 1.
Re-import the modified file from step 1 back into the document.