An SDD (Scheduled Data Delivery) is an automated, regular delivery of data (or a ready-to-print PDF for labels) from Student CRM to a third party. The data/PDF is delivered by email as a link to a CSV/PDF. For extra security, the data file can be zipped and password protected.
SDDs can be created in the apps Rapid Response (RAP), Prospectus Request (PRQ) or Mobile Event Capture (MEC) and can be sent on a daily, weekly or monthly basis.
You can choose which records to include in the SDD, by adding filters:
You can choose which fields to include in the data file - these are the available Student fields:
Student First Name
Student Last Name
Student Email Address
Student Mobile Number
Student Address 1
Student Address 2
Student Opt In Email
Student Opt In Sms
Student Opt In Postal
Student Opt In Phone
Persona Short Code
Course Course Name
Level Level Name
Level Level Short Code
NB: In RAP, PRQ and MEC you also get a few extra fields to choose from.
Ready to print PDF for labels
An SDD can also create a PDF sheet of labels so that the team can print self-adhesive labels, eg for a postcard campaign. The data fields (name and address) are fixed, allowing for a deliverable postal item.
If you need to check whether a student has gone onto a SDD, you can do so by looking at the logs on their record card in Student Database:
Q. Can I set the start date to be in the past and collect historic requests?
A. Yes. Setting the start date to be in the past will ensure that the first run of an SDD will pick up all historic requests for that time-frame.
Q. Can I change the start date once my SDD has been created?
A. No. Once the start date has been sent initially, changing it will have no impact on what data is collected.
For example, if you set the start date to today and saved, but then wanted instead to set it to a past date, you would need to create a new SDD.