Activity Reporting is available in Applicant Open Days (AOD), Pre-Applicant Open Days (POD), Event Manager (EVM) and Mobile Event Capture (MEC).
In the following example, you will see how we have assigned the user 'Dom Yeadon' and the team 'Central A' as being responsible for the success of this EVM Webinar event. We have also made sure that every student who attends will be automatically associated with 'Glenmoor School' in their "Contact Manager:Schools" occurrence.
1 - Activity Type: you select which type of activity this event comes under for reporting purposes (ie: "04. Open Webinar") - more about Activity Types.
2 - User: you select which user this event is assigned to for reporting purposes, ie: "Dom Yeadon (User ID: 3664)".
3 - Team: you select which team this event is assigned to for reporting purposes, ie: "Central A". - more about Teams.
4 - Association Type: you select which Association you want to get automatically applied to every student captured for this event (ie: "used to study at this school") - more about Associations.
5 - With this party: you select which app the other party in the automatic association is in (ie: "Contact Manager:Schools").
6 - Select record: you select the other party, ie: "Glenmoor School (ID: 10457)".
Benefits of using Activity Reporting
Let's say you want to understand which of your recruitment activities is performing the best.
You have created the following Activity Types:
'Open Day'
'Open Webinar'
'School Visit'
'Campus Visit'
'Schools Careers Fair'
'UCAS Fair'
By simply adding activity reporting to events, as shown above, the students who attended each type of activity can be further broken down into:
Which activity type was responsible:
REPORT OF STAGES PER ACTIVITY TYPE
-------------------------------------------------------
Event date range: 01 Jan 2020 to 31 Dec 2020
Activity Type: Open Webinar
Stage = 'Prospect': 2,000
Stage = 'Hot Prospect': 1,000
Stage = 'Wants to apply': 800
Stage = 'Applied': 700
Stage = 'Offer Holder': 500
Stage = 'Accepted Offer': 160
Stage = 'Enrolled': 150
Total: 5,310
-------------------------------------------------------
Which school was responsible:
REPORT OF STAGES PER SCHOOL
-------------------------------------------------------
Event date range: 01 Jan 2020 to 31 Dec 2020
School: Glenmoor School (ID: 10457)
Stage = 'Prospect': 500
Stage = 'Hot Prospect': 250
Stage = 'Wants to apply': 200
Stage = 'Applied': 177
Stage = 'Offer Holder': 125
Stage = 'Accepted Offer': 40
Stage = 'Enrolled': 39
Total: 1,131
-------------------------------------------------------
Which user was responsible:
REPORT OF STAGES PER USER
-------------------------------------------------------
Event date range: 01 Jan 2020 to 31 Dec 2020
User: Dom Yeadon (User ID: 3664)
Stage = 'Prospect': 500
Stage = 'Hot Prospect': 250
Stage = 'Wants to apply': 200
Stage = 'Applied': 177
Stage = 'Offer Holder': 125
Stage = 'Accepted Offer': 40
Stage = 'Enrolled': 39
Total: 1,131
-------------------------------------------------------
Which team was responsible:
REPORT OF STAGES PER SCHOOL
-------------------------------------------------------
Event date range: 01 Jan 2020 to 31 Dec 2020
Team: Central A
Stage = 'Prospect': 500
Stage = 'Hot Prospect': 250
Stage = 'Wants to apply': 200
Stage = 'Applied': 177
Stage = 'Offer Holder': 125
Stage = 'Accepted Offer': 40
Stage = 'Enrolled': 39
Total: 1,131
-------------------------------------------------------
The 3 reports above are examples of what you can build and run if you connect your BI tools to your Student CRM data packs.
See how many events you ran for each school
You can also see all the events that have been associated with each school in the Organisation card in Contact Manager:
FAQs:
Q. "Can I add Activity Reporting to old events?"
A. Yes, you can add this to any future, current or past events; it does not affect how the event runs in any way. Just edit the event and add in these details.
Q. "What if my uni hasn't set up any Activity Types yet?"
A. This is simple to do, see Activity Types for instructions on how to set this up.
Q. "What if my uni hasn't set up any Teams yet?"
This is simple to do, see the Teams article for details.
Q. "What if my uni hasn't set up any Stages yet?"
A. This is simple to do, see Stages in Student Database for further explanation, and instructions how to set this up.