Transfer Search Campaign Pack

Automate a 6-week long nurture campaign to transfer students.

Ardis Kadiu avatar
Written by Ardis Kadiu
Updated this week


The Transfer Search Campaign is a communications campaign targeted at transfer students encouraging them to apply to your institution.

This Pack can be used by any type of institution accepting transfer applications.

Video Guide


Emails are pre-built with content suggestions. Once the Pack is installed you can further customize the language in the included emails. Your brand assets, such as logos, fonts, and colors, are included in the installed components. Like all Pack components, we strongly recommend reviewing any materials before activating a workflow.

To use any Pack in the Library, you must first set up your Packs Tokens. Click here to learn more about Packs Tokens.

Pack Install Options

  • Application: Specifies the application type and term.

  • Audience Segment: Specifies who will receive these messages.

  • Configure Communications

    • Sender email address and name: configures the reply-to email address and name of the sender in messages that are sent.

    • SMS phone number and sender name: similarly configures the phone number and name referenced in text messages that go out. (e.g., "This is Chris from Element University...")

    • Contact info: Populates the footer fields in the associated emails.

  • Configure Workflow

    • Enroll in Application completion workflow: if you have a separate workflow (or use the Application Completion Pack workflow) to remind applicants to finish and submit an application, you can connect the audience segment above to this workflow automatically here.

    • Communications frequency: sets the delay between messages (weekly by default).

Reviewing the Workflow and Email/SMS Messages

Before activating the campaign, you should review all the included components in this Pack. After installing the pack, you can see a list of these.

Email Components

The emails included with this campaign include suggested pre-written content to address topics of interest for transfer students, such as financial aid opportunities, the return on investment of a college degree, and the campus community. Each message encourages the recipient to apply to your institution, with further personalization depending on whether the recipient has an associate/two-year degree or not.

Click here to preview an email

These messages include the following tokens:

  • [user:first_name, fallback="there"]

    • Displays the user's first name with a fallback option in the event it isn't in the system (unlikely).

  • [client:name]

    • Displays your institution's name as specified in your Pack tokens.

Look for the highlighted areas in each of these emails, which suggest additional content to add, such as popular local hangout spots or noteworthy alumni.

You can access your email/SMS components under Engagement > Campaigns > Ongoing Communications.

Workflow Components

The installed workflow is available under Data + Automations > Workflows > All Workflows.

The workflow sends a series of emails addressing various topics about academics and student life at your institution. Each message encourages recipients to click the CTA button included in the email to start an application. Once a user starts an application, they are removed from the workflow. You can send users who have started an application but have not completed or submitted it reminders using our Application Completion and Application Submit Push Packs.

Make sure to review every message in the campaign and the message personalization options for each email. Learn more about dynamic content and personalization.

Before activating the campaign, check the delay in between steps to confirm the campaign will run at your desired message frequency.

Activating the Campaign

After you have reviewed your email/SMS messages and your workflow, set your workflow status to active to begin running the campaign.

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