Call Campaigns

Call campaigns can be an effective way to engage prospective or admitted students by connecting them with current students, faculty or other staff during their journey to Purdue.

Use the steps listed below as a reminder on how to conduct a Call Campaign. Need more detailed instructions? Check out our UG Slate – Recruitment Communication Tactics chapter on Call Campaigns.

Preparing for a Call Campaign

  • Identify your call campaign target population.
    • We highly recommend utilizing call campaigns for small, targeted populations. You should have a specific goal in mind to measure how successful your effort was.
  • Strategize your preferred filtering methods
    • Do you want to be able to filter by sex, URM status, domestic/international, residency, major, etc?
    • Remember to keep your callers in mind. If you present them with a wide array of filter options, it could be overwhelming. Keep your goal in mind.
  • Work out logistics for executing this call campaign
    • Your callers will need access to a phone and computer in order to facilitate this effort.
    • Unpaid staff or volunteers must be provided with a University phone line to conduct calls. The use of their own personal mobile phones is a violation of student data privacy rules.
  • Secure Slate user access for your callers
    • Faculty, staff, or students who wish to participate as Callers on this effort must complete the FERPA, GLBA, Data Handling, and Protecting SSNs certifications before they will be granted access to Slate.
      • If the caller is a paid Purdue employee (faculty/staff/student), the unit’s Slate Point Person can submit a “Role Request” on their behalf.
      • If the caller is an unpaid student who has a BoilerKey, they should complete this form.
      • Slate User Role Requests and Volunteer Requests are reviewed and processed weekly.

Requesting a Call Campaign

You must submit a Call Campaign request 10 full working days before your desired in-hand date.

  1. Navigate to Sharedwork
  2. Select Exports Request from the Project Type drop-down menu
  3. Fill out the form to the best of your ability

Important areas of the Call Campaign project request to note:

  • Fetch Quantity Limit:
    • This form question is asking how many students/records would you like your callers to be able to ‘pull’ from the comprehensive list into their call queue at one time. Once students/records have been ‘fetched’ from the comprehensive list, they are no longer accessible by the other callers; this allows callers to not have to worry about stepping on others’ toes when calling people. If a caller does not call all the ‘fetched’ students/records in their call queue, they can close out their call queue and the remaining student/records will be returned to the comprehensive list.
  • Special Instructions:
    • Use this space to identify how you would like your call list formatted for filtering needs.
      • Ex) I’d like to be able to filter by major, residency, and sex (if available).
Go To Sharedwork

Executing a Call Campaign

  1. Locate and navigate to the website URL provided by Enrollment Management Communications using the Chrome web browser. This URL was likely emailed to the individual listed as the “Requester” on the Communications Request form.
    1. If prompted, log in to Slate using your Purdue Career Account and password.
  2. If callers need to isolate a subset of the call list (by major, race, home state, etc), click on the appropriate selection in the Filters area and use the drop-down menu to select the population.
  3. If there are no students listed in the current call list area, click the Fetch Next button to get the first set of records.
  4. Identify which student you want to call and click on the student’s name.
  5. From the Row Preview window, click the link Submit Report when you are ready to make the call.
  6. (Optional) Use the form to update the student’s information.
  7. Click the Call Form “Submit Report” link and log the call.
  8. Click the Submit button to complete the call.
  9. Repeat steps 4 through 8 until all students have been called in the current call list.
  10. Click the Fetch Next button to load the next batch of students to call.

More Resources