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Colleges: Setting Up Automated Outreach Messages

Outreach Messaging is available as an add-on for colleges with the Premium Presence package. Learn more

Automated Outreach Messages send automatically to students or parents when students take specific actions in Scoir—such as following your college, indicating they’re applying, or marking themselves as applied. After setup, Scoir sends each message within two hours of the trigger, and you can monitor performance metrics in the Messaging page.

How Automated Outreach Messages work:

  • Sent automatically to students or parents when a student completes a defined trigger action.
  • Delivered within two hours after the triggering event.
  • Automated messages are NOT sent retroactively to students who have already completed your defined event.
  • Cannot be edited after being sent to students or parents.
Need to send a single, scheduled message instead? See Sending One-Time Outreach Messages

Create an Automated Message

  1. From your Scoir account, go to Engage > Messaging. This is where you’ll create, schedule, and manage all of your Outreach Messages.
  2. At the top of the page, select the Automated tab to view existing messages or create a new one.
  3. Click + New Message to open the message creation window.
  4. You’ll start by choosing your Audience:
    1. First, select whether to message Students or Parents.
    2. Then, select your automation trigger:
      1. Following – when a student follows your college in Scoir.
      2. Applying – when a student indicates they’re applying to your college.
      3. Applied – when a student marks themselves as having applied.
        Automated Messages send within two hours of the trigger event.
    3. Next, click Show Filters to further refine your audience with filters like Class Year, Academic Focus, or Career Interests.
      When sending messages to parents, filters apply based on their student’s information. For example, choosing Class Year 2026 reaches parents of students in that class year.
      Expand for descriptions of each filter

      Engagement Stage lets you choose whether you want to reach students who are Following your college, are Applying, or have Applied

      Class Year narrows your message’s scope by the selected class year(s)

      Academic Focus includes the selected majors students have added to their college preferences like Business and Nursing

      Student Life sends your message to students who have included selected interests in their college preferences like school programs, clubs, and sports

      Career Interests allows you to target the audience according to their saved career preferences. Simply select up to 10 career options to refine your outreach.

      Demographics lets you segment by Legal Sex and Neighborhood Household Income

      Location includes State and Community Type such as city or rural

      First Generation Students narrows your message to students who are first generation

      High School lets you segment students in specific high schools (via search), and choose school type whether that's public or private

      Academic Profile allows you to reach only students who reported test scores like ACT / SAT within a selected range
  5. Fill out your message details:
    1. Add a subject and compose your message in the Body field.
    2. (Optional) Add a Call to Action Button to direct recipients to a webpage. Enter a link and customize the button label (for example, Learn More or Register Now).
  6. When your message is ready, click Schedule to activate it or Save as Draft to edit later.
  7. After creating your message, you can click on its row in the table to preview it.

Set Message Priority

Students or parents can only receive one Automated Message per trigger type (Following, Applying, or Applied). If a student or parents meets the criteria for multiple messages, you can set a priority to decide which one they receive.

Scoir will send the message with the highest priority that matches your recipients' audience segment. If no match is found, it will move to the next message in order of priority.

Example: If you have two Automated Messages using the Following trigger (one for Nursing majors and one for the Class of 2026) a student who matches both will only receive the message ranked higher in your priority list.

Include at least one broadly targeted message at the lowest priority to ensure all recipients actions are captured. Give higher priority to messages with smaller or more specific audiences so those recipients receive the most relevant content.

To set message priority:

  1. Go to Engage > Messaging. Then, select the Automated tab.
  2. Click Manage Priority in the upper-right corner.
  3. In the window, messages are grouped by trigger (Triggered on Follow, Triggered on Applying, and Triggered on Applied). Click the arrow next to a trigger to expand its section and view all messages using that trigger.
  4. Drag and drop messages within each trigger group to reorder them. Messages at the top have the highest priority.
  5. Click Done to save your updates.

Managing Automated Messages

After creating an Automated Message, you can edit its details, pause/resume delivery, delete messages, or copy them to use again.

  1. From your Scoir account, go to Engage > Messaging. Then, select the Automated tab.
  2. To the right of the message you want to manage, click the three dots (⋯)
  3. Choose one of the following options:
    1. Edit - Update the content, audience, or trigger of a scheduled or draft message.
      Any changes you make will only apply to future deliveries; students or parents who have already received the message will not see the updated version.
    2. Enable/Disable - Select Disable to pause scheduled messages, making them appear grey. Re-activate them by selecting Enable from the same menu.
    3. Delete - Remove a draft or scheduled message from the queue. Messages that have already been delivered remain visible in recipients’ inboxes.
    4. Copy - Duplicate a message to reuse its content or audience settings. The copied message can be modified and scheduled as needed.

Track and View Message Performance

After sending, you can review how your Automated Messages are performing directly in the table. Performance metrics update automatically as recipients engage with your message.

By default, messages are sorted by Send Date, with the most recently scheduled messages appearing at the top. However, you can sort your list of messages by clicking the column headers.

Each message includes the following metrics:

  • Total Sent – The number of recipients who received your message.
  • Opens – The number of recipients who opened your message.
  • Open Rate – The percentage of recipients who opened your message out of the total sent.
  • Clicks – The number of distinct opened messages where a linked was clicked at least once.
  • Click Through Rate (CTR) – The percentage of opened messages where at least one link was clicked.
Interactions with your Call to Action button are automatically included in that message’s Clicks and CTR metrics.

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Colleges: Sending One-Time Outreach Messages

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