Field

Replace, append, or delete a field value for records within a defined population

If the student type field is empty and the entry term is Fall 2022 then set the student type field to Freshman

Person Status

Update a record's person status to Enrolled

If a record has met the Enrolled Student criteria then set the status to Enrolled

Interaction

Add an interaction to records within a defined population

If the GPA field is > 4.0 and the Legacy tag exists then add a Watch Flag interaction

Tag

Set or unset a tag for records within a defined population

If the Parent 1 School key is Slate University or the Parent 2 School key is Slate University then set the Legacy tag

Activity

Add an activity to applications within a defined population

When a student submits a Study Abroad application add an application fee payment due activity

Application Header

Customize the label of the application tab on the student record

For your Study Abroad students, create a rule which included sets the label to 'SA-2022'

Application Header (External)

Customize the application label a person sees externally when logging into a portal

When a Study Abroad student logs in to their Student Portal, display the status of their application, show the application label of 'Study Abroad 2022'

Application Header Color

Add a custom color block on the application tab to help differentiate multiple tabs.

Add a custom green block for Study Abroad applications or a blue block for a Residence Life job applications

Application Population

Configure subsets of your application records by type

Create a Study Abroad application population to easily identify and communicate with via drip campaigns.

Application Priority

Set the priority of an application to High, Normal, Low, or Inactive

When more than one of the same type of application is created, you can give a higher rank to the application with a decision making it easier to filter on the appropriate application for reports and communications

Application Status

Update an application’s application status

When a Study Abroad application is submitted and has all checklist items fulfilled then set the application status to Awaiting Decision

Bin

Set or clear the bin and set the reader queue for applications within a defined population

If the Study Abroad Application Status is Awaiting Materials and the Bin is not assigned then set the Bin to Awaiting Materials

Checklist

Add, remove, and/or fulfill checklist items for applications within a defined population

Define the checklist group for Study Abroad applicants and require items such as a resume and/or faculty recommendation

Decision

Add a decision to applications within a defined population

If the Study Abroad applicant has paid their fee then add the Deposited decision to the application

Field

Replace, append, or delete a field value for applications within a defined population

Set a value to a custom field based upon the submitted responses from your Study Abroad applicant

Tag

Set or unset a tag for applications within a defined population

Set the Study Abroad tag on the student record for an easy visual reference

Field

Replace or delete a field value for records based on a form response

If the Student Type field is empty and the Entry Term is Fall 2022 then set the student type field to Freshman

Interaction

Add an interaction to records based on a form response

If a student was contacted through a telecommunications campaign then add an interaction

Tag

Set or unset a tag for records based on a form response

If a student submits an athlete recruitment form then set the Athlete tag