Navigate to [https://stockton.campus.eab.com/](https://stockton.campus.eab.com/)

In order for Appointment Campaigns to work successfully, you must have both [calendar sync](https://scribehow.com/shared/Set_Up_Email_Sync_for_Ospreys_Navigate__k5R8OtQkTiWZUE4U-gl9TQ) and [availability](https://scribehow.com/shared/How_to_Set_Up_Your_Availability_for_Meetings__zcGQr8PmTQKz3E6nfedpHg).

On the left-hand side menu, click the 'Campaigns & Events' icon (marked with a megaphone symbol)

Under the Appointment Campaigns heading, click 'Add New' to create a campaign.\
Note: to check existing campaign status, click 'Appointment Campaigns' instead.

Name your Campaign by entering a descriptive title that includes the semester and any other identifying details - this will help you stay organized and easily find your campaigns later. For example, "Fall 2024 Precepting" or "Spring 2025 Upperclassmen Precepting".

Next, look for the Care Unit dropdown menu. Here, you'll need to select 'Faculty Precepting' as your Care Unit. This specific selection is important because it will give you the appropriate list of services.

In the Location field, click the dropdown menu, then choose 'My Preceptor's Office' as your meeting location.

In the Select a Service field, open the dropdown menu, then choose "General Faculty Precepting" for your service type. This selection is essential as it ensures your Precepting appointments will be properly tracked and categorized in the system.

Complete the Appointment Configurations section:

Appointment Limit defines how many times a student can schedule this specific type of meeting with you during the campaign. For precepting meetings, this should typically be set to 1, allowing each student one scheduling opportunity.

Appointment Length lets you set the duration of each meeting slot. Here, you'll specify how many minutes you want to allocate for each advising session with your students.

Slots per Time determines if you'll meet with students individually or in groups. For precepting, keep this set to 1 to maintain one-on-one meetings. While you have the option to increase this number for group sessions, individual meetings are recommended for precepting appointments.

Look for and select the 'Allow Scheduling Over Courses' checkbox. Ospreys Navigate syncs with Banner's course schedules - both yours and your students'. Even if you set your availability during your own class times, the system won't let students schedule unless this box is checked. This setting ensures everyone can book appointments during regular class periods on Precepting Days.

Choose your Campaign's duration by selecting both a Start Date and End Date. This window sets when students can book precepting appointments with you during your available times.

Pro Tip: If you're only available on specific days (Precepting Days), set your Campaign dates to span the entire week, but later you'll select your actual availability for just those specific days. This strategy lets you invite all students to the same Campaign while tracking appointment completion for everyone. Students will only see scheduling options for your chosen available days, keeping everything organized in one Campaign rather than creating multiple campaigns for different days.

Choose your Campaign's Launch Date - this is when students will first be notified about scheduling their precepting appointment with you. On this date, students will receive an email invitation, and they'll also see a banner appear at the top of their Ospreys Navigate landing page alerting them that they need to schedule their precepting meeting.

Under the Enrollment History section, select the current semester from the dropdown menu. This important step ensures you're targeting the correct group of students who need precepting appointments this term.

When scheduling students based on class standing, you'll need to create two separate campaigns to manage this effectively. If you want to reserve specific days for different groups (like meeting with upperclassmen on day one and underclassmen on day two), you can use the search field to filter students by credits earned. In this field, you can set either a minimum or maximum credit requirement, ensuring each campaign targets the right student group.

For your first campaign, you'll set a higher minimum credits earned to connect with your upperclassmen. Then create a second campaign with a maximum credits earned limit to target your underclassmen. This approach lets you control when different groups of students can schedule their appointments with you.

Select the 'My Students Only' field by clicking the checkbox. This simple but important step automatically pulls up all your assigned preceptees from the parameters set above.

Once all your parameters are selected, click 'Search' for your student list to populate.

After setting your search parameters, you'll see a list of all eligible students. For a quick way to include everyone, look for the "Select All Rows" checkbox next to the NAME column header and click it. If you notice someone in the list who shouldn't be included in the campaign, you can simply uncheck the box next to their name to remove them from the invitation list.

After you've added all your preceptees to your appointment campaign, you will be asked to verify and review the recipients. If you notice someone on your list who should not be there, simply check the box next to their name, click the 'Actions' dropdown at the top, and then select 'Remove Selected Users'.

Once you've verified the recipients, click 'Continue'.

Look for the 'Include Appointment Availabilities' checkbox in the availability section and make sure it's selected. This important setting ensures that you can see all your available time slots, including your Campaign, Appointment, and Meeting availability types, when selecting the availabilities for the campaign.

How to Create an Appointment Campaign