Prospective Student (Lead) Management
Prospective Student View Form - Explains the information presented on the form.
Prospective Student (Lead) Sub Roles - Understand the sub role of the prospective student.
Lead Status Definitions - Understand the status of the prospective student.
Lead Management - Understand the distinction between Lead Status Not Validated, Validated and Inactive.
BBA Lead Management - Explains the BBA Lead Interest Management structure and additional attributes.
Create a New Prospective Student Lead Record - Create a new person record for a prospective student.
View Active Leads with One Interest in my Program or Plan - Find your program's prospective students.
Update Prospective Student Interests - Update program interests on a prospective student.
Add an Activity to a Person Record - How to track phone calls and meetings with prospective students.
Lead Prioritization: Engagement and Qualification Metrics - How to qualify prospective students.
Sending Microsoft Dynamics Email Templates - Sending emails from the built in Dynamics email templates.
Prospective Student Data Import
Import Prospective Student Lists - How to import prospect lists with a program interest.
Prospective Student Data Import Campaign - Create a prospective student data import campaign.
Prospective Student Documents
Secure Document Storage, Upload Pre-Applicant Documents - Attach a secure document file to the prospective student record.
Prospective Student Events
Prospective Student Event Campaign Management - Create a prospective student event registration form using LRM.
Send Dynamic Event Email - Process to Update Event Temporary Fields.
Send Event Registration Confirmation Email - Adjust the process that sends the automatic event confirmation email
Sending a Bulk Email from LRM - How to take an email that was created in the Sitecore Email Builder and send out as a bulk email using the LRM system.
Prospective Student Data Reports
Leads Tabular View - View data on your prospective student pool.
Duplicate Detection Prompt - What to do when receiving the duplicate detection prompt.
Set Up Duplicate Detection Job - How to set up a duplicate detection job.