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Sophomore/Junior Search Campaign (By Funnel Stage)
Sophomore/Junior Search Campaign (By Funnel Stage)

Engage with sophomore/junior prospective students using this Pack which segments based on funnel stage.

Ardis Kadiu avatar
Written by Ardis Kadiu
Updated this week


The Sophomore / Junior Search Campaign Pack is a communications campaign targeted at high school sophomores and juniors. Message segmentation and CTAs will vary depending on whether the contact is a suspect or a prospect.

This Pack can be used by any type of institution looking to reach high school students at the beginning of their college search. Institutions may also be interested in our Sophomore / Junior Search Campaign by Grade Level Pack.

Video Guide


You can specify the CTA button URL for both prospects and suspects. For example, a URL to a pre-populated form to confirm contact info for suspects and a URL to a visit day event for prospects. Additionally, emails are pre-built with content suggestions.

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

Once the Pack is installed, you can customize the language in the included emails. The installed components include your brand assets, such as logos, fonts, and colors. Like all Pack components, we strongly recommend reviewing any materials before activating a workflow.

Pack Install Options

  • Intended Terms: Select the intended enrollment term(s) for the campaign audience

  • Prospect Action URL: Enter a URL to be displayed in the CTA buttons for prospects, such as a link to sign up for a visit day.

  • Suspect Action URL: Enter a URL to be displayed in the CTA buttons for suspects, such as a link to an RFI or pre-populated form to verify contact information.

  • 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.

  • 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 to prospective students, such as financial aid opportunities, the return on investment of a college degree, and the campus community. The CTA in each message points to the URL that you specified in the Pack install options.

Suspects are encouraged to fill out a profile, while prospects are encouraged to sign up for a visit event.

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.

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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