Admissions Release Notes -January 2020

The following release notes will be detailed the topics below:

Automated Event Confirmation Reminders*

Message Template Dropdown Selector – Mass Send a Note

Message Template Dropdown Selector – Direct Message

Scheduled Messaging

API Connection – Open Fields Now Available

Automated Event Confirmation Reminders

  • *Note, to begin using this feature you must make a request from your Cyanna contact to turn this on. Once on, the confirmation messages will go out as you create the appropriate event types detailed below.
  • When scheduling an event type of “Appointment”, “Interview”, or “Financial Aid” an automated message can now be sent to the student prospect confirming the event.
  • This confirmation is defaulted to the following in the Message Templates section, but can be updated with HTML/Text as needed per client.
  • A copy of the confirmation sent will show within the Direct Message on the individual’s lead profile page.

Message Template Dropdown Selector – Mass Send a Note

First, create the various templates that should be saved for later use. Refer to the Messaging Templates* section of the training manual for details.

  •  *The Administration Role will only have access to Messaging Templates. See your System Administrator for more information.

Once the templates have been created and saved. Review the following to begin using this new feature:

  • On the lead Activity Page, select the leads where a message should be sent, then go to “Actions” > “Send a Note”

  • Next, select the delivery method (Email or Text) and click on “Use Template”. Within this dropdown you will see the various templates for use.

  • After the template has been selected, the message will populate into the textbox. The message can be edited as needed.

  • Once the message is ready to send, simple hit “send”

Message Template Dropdown Selector – Direct Message

First, create the various templates that should be saved for later use. Refer to the Message Templates section* of the training manual for details. *The Administration Role will only have access to Messaging Templates. See your System Administrator for more information.

Once the templates have been created and saved. Review the following to begin using this new feature:

  • Select the lead in which you’d like to send a message. Go to the “Message” icon. Once there, you should see a new option to “Use Template”. Select the template dropdown to populate the necessary message.

  • Once the message has populated, users can adjust the language as needed then send.

Scheduled Messaging

The ability to assign message templates to steps to automatically upon entering that step already exists, however we’ve added onto this feature with scheduled messaging. Now, in the “Send a Note” feature on your Lead Activity Page you can schedule a time to send certain messages to a group of prospective students. This feature can be used in conjunction with the new template* selector, or for ad hoc messaging.

  • On the lead Activity Page, select the leads where a message should be sent, then go to “Actions” > “Send a Note”

  • Next, turn on the switch from “Send Now” to “Schedule”

  • From here, users will be shown the option to “Send At”. By selecting this a date and time selector will populate.

 

  • Select the time and select “Schedule” to have the message be sent at the time selected.

*The Administration Role will only have access to Messaging Templates. See your System Administrator for more information.

API Connection – Open Fields Now Available

  • The following fields are now open with the API for data collection to EDlumina:
    • Mailing address 1
    • Mailing Address 2
    • City
    • State
    • Zip (existed)
    • High School Attended
    • High School Grad Year
  • API documentation: https://docs.edluminate.com/#introduction
  • Note: Please consult the web developer(s) who manage your institutions website for implementation and adding these new fields.