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Mid Month Memo: September 2020

😎Meet the newest members of the Client Success Team, learn how to proactively engage students with information specific to their interests, and wish a happy birthday to our oldest uConnect partners! 

CLIENT (success team) SPOTLIGHT


This month we are very pleased to formally introduce you to the two newest members of the Client Success Team, Chip and Chris! 




Chip helps ensure our partner institutions have the support and information they need to deliver the best possible virtual experience for students. An avid musician and wine connoisseur, Chip is also the perfect party guest (remember parties?...)







Chris, a talented systems application engineer, is dedicated to helping build and maintain user friendly and streamlined virtual career centers for our higher ed partners. And if you ever have any Star Wars questions, Chris is your guy - he can quote the entire original trilogy. 






Chip, Chris, and our entire Client Success Team are dedicated to supporting you. Never hesitate to reach out to us with questions, comments, concerns, or to ask for advice at! 




Keeping your students up to date with the latest news, events, and opportunities, is critical to maintaining their engagement with your career center. However, students are likely to skip past any content that doesn’t match their specific interests, and sending customized emails to students on a regular basis is extremely time consuming. Luckily, uConnect has an automated newsletter feature that will send personalized content to your users on a daily, weekly, or monthly basis. Students simply indicate which Communities they are interested in, and when new content is published to those Communities, it appears in the next Newsletter the students receive. In this DIY, we’ll be reviewing how to utilize this feature to keep your subscribers engaged.

First off, it’s a good idea to familiarize yourself with the rules for automated emails, so you can understand how content is tailored and prioritized based on when it was published and the tags associated with it. We have an article here that discusses these rules in detail.

What does an automated newsletter actually contain? Depending on your preferences and whether you’ve chosen to send daily, weekly, or monthly emails, your newsletter will have:

  • Up to 10 blog posts from the last 24 hours, 7 days, or 30 days
  • Up to 10 active job posts
  • Up to 10 upcoming events within 30 days of the present date
  • Up to 10 companies with profile pages that were created or updated in the last 24 hours, 7 days, or 30 days 
  • Up to 10 resources

Once you’re ready to create and customize your automated newsletter, navigate to Engage > Emails > Automated Emails (Alerts). From this screen you’ll see three tabs at the top of the page: Customize, Content, and Settings. As you’re creating your automated newsletter, you can click “Save & Preview Email” at the bottom of the page at any point to see how this newsletter will appear to your subscribers. With that in mind, let’s review each tab:

Customize: On this tab you can select a specific newsletter and edit the time it will go out, the email subject line, and the title of the newsletter. You can also add a brief email intro, and include any Featured Posts.

Click on the calendar icon at the top of the screen and choose any day to edit the daily newsletter for that date. To edit the weekly or monthly newsletters, look for “W” and “M” on dates that these emails are scheduled to go out. (Note: Users will only receive one automated email per day - weekly or monthly newsletters will replace the daily outreach if both are activated)

Once you’ve selected the newsletter you want to edit, use the fields below to change the time, subject line, title, and email intro. 

At the bottom of this page, you’ll see the Featured Posts field. Featured Posts are selected pieces of content that override users’ preferences and only need to match the audience type to be seen in your automated newsletter. For example, if I have a post that is tagged to students and I include it as a Featured Post, all students will receive it in their newsletter, regardless of their preferences. That same post, however, will not be viewable by Alumni, as the audience tag does not match. Featured Posts are valuable when sending out urgent content that is relevant to all subscribers, but we recommend using them sparingly as to ensure that your subscribers are receiving mostly tailored content in their newsletters!

Content: This tab allows you to add important links that you want highlighted at the top of your newsletter with the Hot Links feature. Click “Add Another Link” then fill in the title and URL for the link. Don’t forget, you can click “Save & Preview Email” to see how this will appear to your users! 

On this tab you can also choose the number of blogs, events, jobs, etc that your users receive in each newsletter, and re-order them. Use the number drop downs on the right to change the number of content pieces in each newsletter, then drag and drop each item to rearrange the order. 

Settings: On the final tab, you’ll be able to activate your newsletters to appear daily, weekly, and monthly. Click the slider next to each header to turn on the newsletter, then select specifically when it will go out. You can also set the default subject line and title for your emails (Note: these will be overridden for any newsletters that you’ve altered using the Customize tab)

Be sure to click “Save Changes” at the bottom right hand side of the screen when you’re finished editing your newsletters!

If you have any questions about automated emails, please don’t hesitate to reach out to us at




Welcome to the newest members of the uConnect community! Great things are ahead. 




The following partner schools are having their uConnect birthdays (aka anniversary of platform launch, but more fun). 

Happy 8th (!!) Birthday to: 

Happy 6th Birthday to: 

Happy 5th Birthday to: 

Happy 4th Birthday to: 

Happy 2nd Birthday to: 

Happy 1st Birthday to: 




Check out articles published over the past month and get in the know!





August 2020 Features and Updates
September 2020: Features and Updates

About Author

uConnect Client Success Team
uConnect Client Success Team

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