New Filter for To Do’s or Task Added a new filter for “To Do’s” under Admissions This page will contain all the events (Follow up, Appointment, Interview, General, Financial Aid) for which the system user is assigned Lead Owners will now see the event and who the event is assigned to It will use the …
Join us to see how EDlumina’s built in reporting functionality can help you streamline your business and track school goals, enrollments, starts and more. EDlumina will make transparent the great things your team is doing on a day to day basis as well as highlight the things that will help your school to grow. This …
A duplicate lead that has been merged will route to the original Lead Owner, Program, Campus, etc. A duplicate lead will be tagged as a duplicate to merge by number or email address When the duplicate account comes in, it will present the original lead owner with an opportunity to “merge” accounts Merging the account …
New Features: Merge Duplicates & Mass Lead Transfer Read More »
On 2/10/21 EDlumina hosted a free webinar covering how the EDlumina software helps schools and organizations increase admissions productivity and efficiency. Attendees learned how automated messaging and customized workflows help with managing admissions leads. No worries if you were unable to attend the live webinar. The recording is free as well and can be found …
Admissions Updates – Improving Productivity Webinar Read More »
New Admissions Features: Start / No Start Designation Dashboard Reporting Bug Fixes: Actions and Efficacy Report Filters Start / No Start Designation After a student is enrolled there is now an option to Start and No Start students. This designation will be directly linked to the new lead reporting detailed below. Dashboard Reporting Overview: Overview …
EDlumina Admissions Release Notes – January 2021 Read More »
Secondary Lead Owner Notifications – When assigning a secondary lead owner to a leads profile, the secondary contact will now receive replies from the lead in addition to the primary owner. You can manage your secondary leads from the Lead Activity Page*: *This needs to be enabled on your site. If you have any questions …
MMS Text messages will now have the functionality to send and receive MMS messages within EDlumina. MMS stands for ‘multimedia messaging service’, and was built using the same technology as SMS (short message service) text messages. While SMS was built to send short messages, MMS focuses on sending multimedia messages (attachments!). To send an MMS …
Now users will have the option, when searching for a group of leads to “Send a Note to All” of the leads in that search. Previously, users would need to select per page after they’ve searched to send a message to all. First select the leads you’d like to send, go to “Actions” and select …
Enrolled Events on Follow Up Lead Activity Page: If a lead has an Enrolled status AND has a follow up scheduled the lead will show on the My Follow Ups & All Follow Ups lead activity page. With this new release, EDlumina will allow you to nurture the leads even after enrolled! Please note, if …
Lead In Number Lead In Email Bug Fixes: Cancelled events will no longer show on calendar