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How do I use Invite Lists to invite students to my Applicant Open Day?
How do I use Invite Lists to invite students to my Applicant Open Day?

Invite applicants to your Applicant Day

Dom Yeadon avatar
Written by Dom Yeadon
Updated over 4 months ago

Applicants in any Applications occurrence can be automatically invited to an Applicant Open Day using an Invite List.

How to create your Invite List

First, create a segment in Applications (filters describing who you want to invite):

Next, go to Applicant Open Days and click the Plus icon to create your invite list. Give it a name, a good description so your colleagues know what it's for, and select the segment you've just created.

You can leave it in draft until you're ready to set it live, and you can set a custom date for it to stop pulling into applicants.

If you need to change the segment you're using, you can click the edit pencil and then 'Update' to start using the new segment:

Moving from Managed to DIY

At the end of the 2024 season, all Managed invite lists (those which Customer Support created for you) will be set to draft. For the 2025 season and onwards, all invite lists will be created by you.

Not sure what you're doing, or need some best practice advice? Get in contact with Customer Support by clicking the green chat icon in the corner.

FAQs

Q. What stops my Invite Lists from last season from continually sending out invite forever more?

A. You set the Expiration Date to set the status to 'Finished' on a certain date.

Q. When can I create my DIY Managed Invite Lists for next season?

A. Each September we provide you with a new occurrence of AOD for the next season. Once we notify you, you can add your own DIY Invite Lists.

Q. How many DIY Invite Lists can I create?

A. As many as you like. Some universities have one or two. Other universities have twenty or more, for example so that they can more precisely invite applicants from a subset of particular courses, such as "Nursing courses".

Q. Can I change my Invite Lists mid-season?

A. Certainly. Clone the segment, make your changes, then using the 'update' option, select the new segment in your DIY Invite List.

Q. When creating an Invite List, which Applications segments can I choose from?

A. In the dropdown you will see all the Applications occurrences that you have access to, and inside each occurrence you will see all Segments that you have access to.

Q. Can I invite applicants who have deferred entry?

A. Yes. Just include multiple years of entry in the Segments you create for your DIY Invite Lists.

You'll also need to add the extra years' courses to your Course Groups.

Q. What if I get stuck?

A. Keep calm and contact Customer Support.

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