💻 Need a Custom Dataset? Don't Fret!

Updated 17 Nov 2023
1 minute read

Print
Share
Dark
Light
PDF

Article summary

Did you find this summary helpful?

Thank you for your feedback

Summary

Datasets are collections of non-applicant or prospect records. For example, community-based organizations, alumni contacts, or other groups that can be used for a variety of purposes. In this webinar, learn how to create a custom dataset and hear best practices for using datasets in outreach efforts.

Video Topics

Topic	Timestamp
Webinar agenda	00:40
What are datasets?	01:16
Creating a custom dataset Add Dataset Create Fields Establish Matching Criteria Add Query Base Add Lookup Add Partial Match New Record Form Name Rule	05:55
Using your new dataset Dataset-scoped Forms and Events Dataset Types Related Dataset Rows	27:50
Handling contact information in a custom dataset	34:07
Using Dataset Row Queries	36:07
Necessary field destinations when importing data	37:52
Filtering on custom dataset data	38:40
Managing tour guides/student volunteers	39:25
Custom dataset Icons	40:10
Webinar Q&A	41:10

Was this article helpful?

What's Next

Projects & Tasks, User Permissions, & Related Datasets - Student Success

Table of contents

Summary
Video Topics