Applications

Used by admissions teams to manage end-to-end online applications so they can increase conversion rates.

48 articles in this collection
Written by Steph Stevens, Dom Yeadon, and Laura Montgomery-Hurrell

Two-way integration between Student CRM and your SRS/SIS (see list)

Send/receive applications between Student CRM and Agresso (Unit4), Banner (Ellucian), EBS and SITS (Tribal), Unit-E (ESS - formerly Capita)

Written by Dom Yeadon
Updated over a week ago

All about Applications

Written by Laura Montgomery-Hurrell
Updated over a week ago

What is the Applications app?

Written by Steph Stevens
Updated over a week ago

Applications Permissions

See who can do what in the Applications app

Written by Laura Montgomery-Hurrell
Updated over a week ago

Getting Started in Active Applications

Actions on Active Applications

At each stage, take appropriate actions to move the application forward

Written by Steph Stevens
Updated over a week ago

How can I implement PDF Letters in Applications?

How to send your students' letters without the postal fees

Written by Steph Stevens
Updated over a week ago

How do I use Search in Applications?

Find students using a whole range of search terms

Written by Steph Stevens
Updated over a week ago

How do I add Documents to an application?

Keeping supporting evidence with an application

Written by Steph Stevens
Updated over a week ago

How are the default email settings chosen when communicating with a single student?

What rules govern 'From Name' and 'From Address'

Written by Steph Stevens
Updated over a week ago

What is a CAS number?

Where you should get the Confirmation of Acceptance for Studies number for an international student's application from

Written by Steph Stevens
Updated over a week ago

The Active Application Activity Log

View the actions taken on an Active Application

Written by Steph Stevens
Updated over a week ago

Student Chaser Email Default From Email Address

From whom the Applications chase mail comes from

Written by Steph Stevens
Updated over a week ago

In Settings, what are Value Lists?

How to change Applications Dropdown Lists

Written by Steph Stevens
Updated over a week ago

Application Referrals

Applications can be referred to academics or other parties.

Written by Steph Stevens
Updated over a week ago

How can I use Workflows in my Communications Plans for my Applications?

Using Workflows and Touchpoints to contact your Applied students

Written by Steph Stevens
Updated over a week ago

What is the Programme tab in Applications?

See any Open Day bookings a student has made in their Application

Written by Steph Stevens
Updated over a week ago

Your Active Application Form and Portal

Active Applications - Student Matching

When an application is submitted, how does it match to an existing student record?

Written by Steph Stevens
Updated over a week ago

Application Portal

Where your applicants access their application form, view progress and upload supporting documentation.

Written by Steph Stevens
Updated over a week ago

What should I do if a student cannot log into the Applications Portal?

Troubleshooting the Applications Portal

Written by Steph Stevens
Updated over a week ago

Customising the Active Applications App

Applications Settings: Templates (Active)

Setting up email templates for use in Active Applications

Written by Steph Stevens
Updated over a week ago

How can I add Letter Templates in Applications?

Prepare different letters for different outcomes

Written by Steph Stevens
Updated over a week ago

Active Application Statuses

What is the 'New' status?

An explanation of the New Application status

Written by Steph Stevens
Updated over a week ago

What is the 'Pending' Status?

When an application needs a second look over

Written by Steph Stevens
Updated over a week ago

What is the 'Quality Control' Status?

A way to randomly check a sample of your users offers

Written by Steph Stevens
Updated over a week ago

What is the 'Conditions Outstanding' Status?

When something extra is needed from the student, their application stays here

Written by Steph Stevens
Updated over a week ago

What is the Verify Conditions status?

How to confirm all conditions have been satisfied

Written by Steph Stevens
Updated over a week ago

What is the 'Deposit Outstanding' Status?

Does the student still need to send a deposit amount?

Written by Steph Stevens
Updated over a week ago

What is the 'Need CAS' status?

For International students, a Confirmation of Acceptance for Studies number is required

Written by Steph Stevens
Updated over a week ago

What is the 'Completed' Status?

The final status for applications

Written by Steph Stevens
Updated over a week ago

What is the 'Rejection Confirmed' Status?

Once an application has been confirmed, or left long enough, it winds up here

Written by Steph Stevens
Updated over a week ago

Rejecting applications

A guide to the Rejected status and the actions available

Written by Steph Stevens
Updated over a week ago

Other questions about Active Applications

When should I use the 'Move Status' button?

Help for Super Users overriding an Application's status

Written by Steph Stevens
Updated over a week ago

Merging Course Deposits in touchpoints

Understanding how course deposits are calculated in Applications

Written by Dom Yeadon
Updated over a week ago

What other information can I add to an Application?

Adding Entry Point and Campus Information

Written by Laura Montgomery-Hurrell
Updated over a week ago

How can agents manage separate student applications?

By using their own email address

Written by Steph Stevens
Updated over a week ago

What is 'DRAG' status?

How to set the status of a student's application

Written by Laura Montgomery-Hurrell
Updated over a week ago

How do applicants manage multiple applications across Marketing Units?

Keeping your student's applicants flowing

Written by Steph Stevens
Updated over a week ago

How do I add a Document to an Application?

Uploading supporting evidence for a student's application

Written by Steph Stevens
Updated over a week ago

Passive (API) Applications

Applications Activity

Keep track of each update to the application, including API transactions and communications sent.

Written by Steph Stevens
Updated over a week ago

Student and Application cards

See the important details about your Applicant and their Application

Written by Steph Stevens
Updated over a week ago

Application tab

The details of the application, as received from the Applications feed

Written by Steph Stevens
Updated over a week ago

What is Passive Applications?

Bring data from your SRS into Applications app using an API

Written by Steph Stevens
Updated over a week ago

Clearing

What part can Student CRM play during Clearing?

Written by Dom Yeadon
Updated over a week ago

Applications Configuration: Apply this consent to all Applicants

Add a consent and topics to applicants in this occurrence (Passive only)

Written by Steph Stevens
Updated over a week ago

List of UCAS Application Status Short Codes

In Applications (APS and APV), these statuses are supported

Written by Laura Montgomery-Hurrell
Updated over a week ago

How do I get my applications into Student CRM?

Use our API to bring in applications from your SIS (or SRS)

Written by Steph Stevens
Updated over a week ago

What happens with Deferred applications or course changes?

How to show your students as being deferred or changed course using the API

Written by Steph Stevens
Updated over a week ago

Test records for use in Applications and Applicant Open Days

Use Postman to add test applications to Passive Applications

Written by Steph Stevens
Updated over a week ago