Link to access LRM: https://lrm.wsb.wisc.edu/WSBLRM/main.aspx
NOTE: the URL above will work for all operating systems, including Mac
NOTE: the URL above will work for all operating systems, including Mac
First Time User Setup - Browser and LRM Options
Allow Users to Send Email on Your Behalf
Dynamics 365 Customer Engagement
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.
Constituent Roles - Descriptions of constituent roles within LRM and activities that require the constituent role
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.
Reactivate a CRM Deactivated Contact - How to reactivate after the inactive lead approaches WSB.
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.
Prospective Student Nurture Program - Details regarding the automated prospective student email nurture program set up in LRM.
Manage Lead Interest With Data Import Interest Expire Workflow - How imported leads and lead interests are managed in the LRM system.
Contact Entity Record Analysis - How to check entity record field Data
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.
Secure Document Storage, Upload Pre-Applicant Documents - Attach a secure document file to the prospective student record.
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.
How to respond to WSB Inquiries - How to access and respond to inquiries submitted by the Request for Information form.
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.
Access to Admissions Applications - How to view applications to your program or plan.
Application Stages and Statuses - Understand the different application stages.
Post-Submission Application Adjustment Quick Reference - How to add or edit information after an application has been submitted.
Application Ready to Review - How to make an application ready to review.
Applicant Campus ID in LRM - Details of how the applicant's Campus ID is populated into LRM.
Application Fee Waiver - How to add an application fee waiver to a person record.
Electronic Recommendation Records - How to view, update, and edit recommender profiles, as well as resend the unique recommender electronic forms.
Documents Fail to Upload to Mashup - How to fix documents that fail to upload into the mashup.
Admissions Review - How to complete the LRM admissions review form.
Reviewer Reference Guide - A summary of the LRM application review section.
Decision Management Guide - How to make or change admissions decisions on application records.
Build Admission Letters (AL) - How to set up admission letters for new programs or scholarships
Decision Letters - How to create decision letters.
BBA Admission Letter with Scholarships: How to incorporate BBA Scholarships into the BBA Admission Letters
Publish Decision - How to publish an admissions decision and decision letters.
Returning Applicants - Understand what information is carried over to a subsequent application.
Deferred Applicants - How to update the application status for a deferred applicant.
Moving the Status Back in the Application Process Workflow - How to use the Application Workflow Process to move an application back a stage.
In-Progress Applicant No Longer Interested - Steps to withdrawing an application within LRM.
Quick Add Walkthrough - How to manually create an application on behalf of an applicant
Admit Pending Quick Reference Guide - How to use the Admit Pending conditions area of the application record.
Creating an Admissions Test Account
How to change "Inactive" application status backward
Student Application Re-entry Process
Quick Add Walkthrough (i.e. Consortium Application)
Troubleshooting Recommendation Problems
Duplicate recommendation questions - How to deactivate invalid recommendation question responses
Applicant "log in" error due to application dashboard display issue
Application Analysis - View key data points by program
Application Configuration - How to update application instruction sections within the Admin Settings of LRM.
Application Pages - How to configure different application pages based on the program's needs
Add, Update, or Remove Recommendation Questions - How to change the questions which appear to a recommender.
Life-Long Relationship Management (LRM) for Corporate External Relations (CER) Talking Points
LRM for Career Services & External Relations (LRM-CER)
Glossary of External Relations Terms
Primary Engagement Activities for Recruit and Hire
Secondary Engagement Activities for Recruit and Hire
Record a Company's Standard Activities
Add an Activity to a Person Record
Record a Company's Engagement Activities
Outlook Connector
The Outlook Connector is only being rolled out to specific users. Please submit a support request if you are interested in using the Connector. |
Adding Activities Through Outlook - How to add activities through Outlook with the Connector.
Creating Contact for Email Sent to Contact Not in LRM - How to create a contact record in LRM for an email sent through Outlook to a contact not already in the system.
Outlook Dynamics Tab - An overview of the Dynamics tab within Outlook.
Tracking Emails Using the Outlook Connector - How to track an email sent from Outlook into LRM.
Using LRM within Outlook - The different LRM functionalities available in Outlook with the Connector installed.
Export Fails to Generate Excel File/Spreadsheet - How to fix an error when trying to export a view to a spreadsheet.
Integration with Central Campus Student Database - How LRM integrates with UW-Madison Central Student Database (SIS).
SIS Data Load - How to confirm information between an application and SIS, as well as resolve any suspend or error load records.
SIS Matriculation Date - Deadlines around admissions decisions entered in SIS.
How to utilize the advanced find query tool in LRM
Share Advanced Find Queries, Dashboards, and Graphs/Charts
Dynamics 2016 Basic Functionality Differences - Describes core changes in navigation and layout.
Campaign Automation for FTMBA Admit Email Series
Campaign Automation for Leads Management
ClickDimensions/LRM Email Marketing Support - Support references for ClickDimensions email provider.
Manage "Invalid recipients" identified by Click Dimension
Update Marketing List for Event Email Sends
Sending Microsoft Dynamics Email Templates - Sending emails from the built in Dynamics email templates.
Unblock an Email from ClickDimensions - How to unblock someone if ClickDimensions has blocked their email address due to marking an email as spam.
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.