See how combining targeting criteria helps you reach the right prospective families at the right moment in their enrollment journey.
Dynamic User Targeting becomes most powerful when you stack multiple criteria together — a single filter like Funnel Stage tells you where a family is, but combining it with Cohort, engagement data, or account status tells you who actually needs to hear from you right now. This article walks through common enrollment-communication scenarios and the criteria combinations that work well for each.
For a full breakdown of every available criterion, see our help center article on Dynamic User Targeting.
NOTE: Funnel, Funnel Stage, Funnel Cohort, and Admissions Dashboard Status all require the Student Enrollment module. The scenarios below assume that module is enabled.
Scenario: Nudging admitted students who haven't registered their account
Registered accounts correlate strongly with follow-through — families who've completed onboarding are more likely to stay engaged through decision day. If you want to reach admitted students who haven't taken that step yet, combine:
Funnel Stage: Admitted
Funnel Cohort: your current entry term
Account Registration Status: not registered
💡 Pro Tip: Pair this segment with our help center article on the Registered Accounts Report to see exactly which admitted families fall into this group before you build the send.
This combination works well as a one-time or recurring email, or as a text message if timing is tight.
Scenario: Prioritizing counselor outreach to highly engaged prospective families
Not every inquiry or applicant needs the same level of personal follow-up. To help counselors focus their time on families most likely to convert, combine:
Funnel Stage: Inquiry or Applicant
Funnel Cohort: your current entry term
Parent Promoter Score Percentile: top quartile
💡 Pro Tip: Our help center article on the Parent Promoter Score Quartiles Report gives you this same segment pre-built, with the ability to export the list directly for counselor outreach.
This combination is most useful as a user export, so counselors can work the list directly, though it also works well as a highly targeted email.
Scenario: Re-engaging families who've gone quiet
Families who were active early in the funnel but have since dropped off are worth a check-in before they disengage entirely. Combine:
Funnel Stage: your stage of interest
Activity Date: last login more than a set number of days ago (e.g., 30+ days)
NOTE: Activity Date supports both relative ranges (e.g., "more than 30 days ago") and absolute date ranges — use whichever fits your outreach cadence.
Consider excluding users who've already completed the action you're hoping to prompt (for example, exclude users with a completed application) so the message stays relevant.
Scenario: Following up on an unregistered event
Ahead of an admitted-student event, you may want to remind families who haven't yet responded. Combine:
Funnel Stage: Admitted
Funnel Cohort: your current entry term
Event Registration Status: excluding users registered for the event
This works well as a reminder email or text message sent a set number of days before the event.
Scenario: Building an ongoing community for a specific segment
If you want to deliver posts or ongoing content to a defined enrollment segment rather than sending one-off communications, combine your criteria in a Dynamic Community instead. For example:
Funnel: your enrollment funnel
Funnel Cohort: your current entry term
Parent Promoter Score Percentile: top and upper quartiles
NOTE: Dynamic communities are recalculated nightly to keep membership current.
See our help center article on Dynamic Communities for how to set one up.
Where these combinations apply
Emails: see our help center article on creating and sending an email for full setup steps.
Text messages: see our help center article on creating and sending a text message, and View and Manage Text Conversations for monitoring replies.
User exports: see our help center article on user exports.
Dynamic communities: see our help center article on Dynamic Communities.
Personalize any of these communications further with Use Mail Merge to Personalize Communications or AI-assisted drafting tools available in the content editor.