Questions about Admin Access and User accounts
How do I give admin access to one of my team members?
If the user already has an account:
From the Admin area, navigate to the Users page.
Find the user whose access you want to change, and click on their name.
Click the Security tab.
Choose the appropriate user type and admin role they should have. Be sure to update both the user type and admin role, and that each are compatible.
Click Save Changes to update their access.
If the user doesn't have an account:
From the Admin area, navigate to the Users page.
click the Add New User button in the upper right.
Add your team member's information, including first name, last name, email, and any communities you'd like them to join, then click Create User to create their account.
After they've confirmed their account and set a password, follow the steps above to update their user type and admin role.
See our Grant or Adjust Admin Privileges article for more information.
I made one of my team members a Content Admin, but they can't access the Admin area.
Content Admins only have the ability to create posts and events from the parent-facing side of the portal. If your team member needs to access the Admin area, you'll have to change their admin role to Platform Admin.
I/my team member need notifications for new pending posts, comments, and/or discussion boards.
You can set your notification preferences from the parent-facing side of the portal.
In the upper-right, click the person (👤) icon, then choose Edit Notification Preferences.
Use the "Comment Notifications," "Post Notifications," and "Discussion Board Notifications" sections to enable the email notifications you need.
Click Save Preference to save those notification preferences.
Questions about Content
How do I send an email?
From the Admin area, select Emails from the Content area in the left menu.
Click the Add New Email button in the upper right
Enter your email details, including its name, subject, type, and scheduled send date/time, then click the Next, Select Audience button.
Select your audience. Most often you'll want to select a community, but you can use any combination of criteria using Dynamic User Targeting. Click Next, Design Email.
Add the content of your email using the designer, then click Next, Review Email.
Review the email's content and summary, then click Schedule! to schedule it.
See our Create and Send an Email article for full details.
I need to stop an email from sending!
Please email us at support@campusesp.com as soon as you can, and we may be able to prevent an email from sending. Let us know the name and type of the email.
For scheduled emails: Depending on the number of sends and how close we are to the scheduled send time, we may be able to stop sends.
For drip emails: We can remove users from the drip schedule and remove communities to prevent future sends.
How do I personalize newsletter/email subject lines or content?
Use mail merge features to personalize emails (including welcome emails and custom newsletters) and text messages with users' profile fields.
For email and newsletter subject lines: When drafting the subject line of your email, click the Merge Field button to select the profile field you want to include for personalization.
For email and text message content: Use the Merge Variable button ({𝑥}) of the WYSIWYG editor to add a mail merge variable inline in the body of your email or text.
Be sure to always set a default value for any users whose associated profile field is empty! See our article on Mail Merge for more information.
How do drip emails/posts/text messages work?
Drip content is sent or made visible to users on a date relative to them joining a community, making it a great way to automate the content your parent users see or receive.
Emails and Text Messages: Set a positive number on the drip schedule to determine how many days after joining a community the user should receive the email or text.
Posts: Set a positive number on the drip schedule to determine how many days after joining a community the user should see the post in the newsfeed. You can also set a negative number on the drip schedule for posts, so a post will look like it was posted X number of days ago.
Why can't I or other users see the newsletter/portal advertisement I created?
There are a few reasons you might not see an ad you've created. Double check the following:
Check that the campaign is enabled.
Ensure the current date is between the Active From and Until dates, if set.
Check the user targeting to ensure your account matches the selected targeting, that the targeting you choose actually has matching users.
Ensure the advertisements' content zones are where you're looking for the ad. If your portal has a Custom Newsletter, you'll need to be sure that newsletter template contains an advertisement block and that the advertisement's content zone matches the name of the custom zone in the newsletter template. See Understand advertisement content zones for more information.
Look for competing priority levels with other advertisements in the same content zones. If a user matches the targeting for multiple campaigns that have advertisements in the same zones, they'll see whichever one has the higher ranked priority.
See Why isn't my advertisement showing? for more information. If you're still having trouble, don't hesitate to reach out to us at support@campusesp.com and we can take a look for you.
Questions about Communities
How do I make a new community?
From the Admin area, navigate to Communities > click the Add New Community button in the upper right > add your community's details > click the Create Community button. See our Create a Community article for more information.
How do I unlock a community to make edits?
Only CampusESP team members have the ability to unlock a community. Reach out to us at support@campusesp.com to let us know which community/communities you need unlocked for edits, and we're happy to update that for you!
How do I make a community visible and/or joinable for parents?
Only CampusESP team members have the ability to adjust community visibility settings. If you need these updated on a community, contact us at support@campusesp.com with each of the following:
which community you need changed,
whether the community should be visible to users on the Discover Communities page,
if users should have the ability to join the community, and
if users should have the ability to leave the community.
We're happy to adjust those settings for you!
How do I add users to a community?
There are a few different ways to add users to a community:
Add individual users manually: From the Admin area, navigate to Users > select the user you want to add to the community > click the Communities tab > on the lower left of the page, select the communities the user should be added to in the "Add [name] to communities" section > click Update to save that update.
Add a list of users in bulk by running a user import: From the Admin area, navigate to Users > select User Imports > upload your csv file > click Next, Select User Settings > choose the communities you want these users to join in the "Communities" section in the lower left > complete the rest of the import process. See our article on User Imports for more information.
Create Community Matching Rules for imports so users are added to specific communities based on the values of different columns in your file.
Create rules on Onboarding Forms, Surveys, or Event Registrations to automate users' community membership.
Other Frequently Asked Questions
My institution just updated our brand guidelines. How do I update our portal to match?
The majority of branding capabilities are only accessible to CampusESP team members. Reach out to us at support@campusesp.com and let us know what changes you need, and our team is happy to talk through it with you and make those changes.
I have a suggestion for a new feature. How do I submit that to your team?
That’s great to hear! A lot of our product enhancements and new features actually come from our admin users’ feedback. Feel free to let us know your ideas at support@campusesp.com and we’ll review and send along to our team. At this time we can’t give a timeline or promise that the feature will be created.