If you have been informed of a student's death or where a student's details have been entered fraudulently, you are able to mark a Student Record as Death/Fraud within the Student's Record Card. This prevents all future communications from being sent to this student.
To enable Death/Fraud for a Student Record:
Find the student's record (there may be more than one).
Click into the "Sensitive" tab. You may need to request a change of permission from your User Admin to see this tab.
Edit the student's record.
Change the Death/Fraud field to 'Yes'.
Click the 'Save' button.
The student's record will now be marked as Death/Fraud and no manual no automated communications can be sent to them. It now looks like this:
Death/Fraud set to yes.
A warning icon now appears next to the student's name, and also in the "Sensitive' tab.
You can no longer communicate with the student using the More Options menu.
Is the student in your Student Records System?
If you have the student's details within your SRS and you continue to send them via the Passive or Active Applications API, as long as the details provided match with the existing student's record, it will remain marked as Death/Fraud and no communications will be sent.
We would advise removing the student from the API feeds as soon as possible.
FAQs
Q. Is the student still in Student CRM, after I have marked them as 'Death/Fraud'?
A. Yes, but you won't see them in your usual day-to-day interactions. They will disappear from the Students tab listing, be deselected from any campaigns, and will not get any more touchpoints.
Q. So, how do I see all my 'Death/Fraud' students?
A. You go to Campaign Manager and you create a segment with this filter 'Student Database, Death/Fraud = 'yes' and there they are.
END.