The Engagement Bar sits at the top of each Student Record Card. It displays live data and helps you to focus time and resources on helping the highest value prospects to enrol.
Let's take a look at the different parts of the Engagement Bar:
Student ID - the unique ID created by Student CRM when the student first arrives. This ID stays with the student forever. It is different from the other IDs also stored in Student CRM, such as: their UCAS Applicant ID, their SRS ID, their legacy ID. Everything the student every does contains this ID (enquiries, bookings, attendance, applications, acceptances). You can find any student immediately with their ID.
Applications - the student in this example has applied 4 times: 2 of them are for past Years of Entry (grey), one is still current (black) and one has enrolled (green).
Rolodex - move quickly through cards using your arrow keys.
More options (3 little dots) - this menu offers you a range of tools.
Avatar, name and email - A coloured circle avatar made from the student's initials, coloured as per your Persona's design, with the name and email. Note the black ring around the avatar is 50% complete to illustrate the likelihood.
Persona - to help communicate effectively each student can be (optionally) automatically assigned a Persona so your automated comms hit the right note each time. You can create as many personas as you need. More.
Last Out - this is when the last communication went out to the student.
Last In - this is when the last activity came in from the student. Student CRM is constantly listening out for signs of engagement and also the absence of it.
Responsible for this individual - to support each student along their recruitment journey a user from your university team can be (optionally) assigned responsibility.
Stage - shows you how close to enrolment each student is. Typically a student will progress through a number of different stages - from enquiry to enrolment. You can set as many stages as you need. More.
Likelihood % - this is a number between 0% to 100% and is used to display how likely it is that the student will enrol. More.
Engagement Score - a number calculated from the sum of each separate activity the student has undertaken, such as enquiries, bookings, attendance, applications, acceptances, etc. More.