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Knowledge base
General
Getting Started
1
Setting up a transport using an SFTP server
Feature Requests
1
Feature Requests
FAQ
Student Records (data)
14
Add a Single Student
Edit a PURL
Admissions Rep Assignments
Student Stages
Edit Student Data
View all 14
EMP Settings
6
Can I create custom categories for my fields?
Create New Data Fields for Student Records
Creating, editing and assigning User Permission Groups
How can I control which users can see information submitted through forms?
Notification Settings
View all 6
PURL Forms
8
Entry Years included on Inquiry Forms
How can I track the success of custom online ad campaigns with SEM Forms?
SEM Inquiry Form Defined
How do I build a form that allows students to upload materials that I can access through their record?
How do I create a form using the Form Builder and add it to the PURL?
View all 8
PURL (Personal URL) Settings & Graphics: Web Campaigns
2
Dynamic Banners for PURL
Upload primary PURL Banner
PURL Viewbook
7
How do I create/add a static page to the online viewbook?
How do I update videos on the PURL home page?
PURL Viewbook – Create Exclusive Pages for Group of Students
PURL Viewbook – Create/Edit Viewbook Home Page
PURL Viewbook – External Links
View all 7
PURL Viewbook Assets
2
PURL Viewbook Assets – Configure YouTube/Vimeo
PURL Viewbook Assets – Create Asset Types and Assets
Groups of Students
6
Build/Edit Groups
What are Groups?
Filters vs. Groups
How do I change the columns displayed when viewing a group?
How do I filter groups by user and by label?
View all 6
Events
7
Can I set up the Schedule a Campus Visit to only display dates that are X days out from the current date?
Create and Edit To-Do’s through the Calendar
Create/Edit an Event
Registering a single student for an event
Remove/Edit Student’s Event Registration
View all 7
Email
1
EMP Email Reply Management
Database Management
0
Sources
0
Checklists
0
Work Flow
0
Calendar
0
Account Preferences
0
Reporting & Analytics
0
Texting
0
General Use
1
Recently Viewed Quick Menu
Recommended Touchpoints
Touchpoints
1
Touchpoints
EMP Training Videos
Managing Email Replies
1
Using EMP to Manage Email Replies
Adding your Privacy Policy in EMP
1
Adding your Privacy Policy in EMP
Adding Descriptions to Campaigns and Tracks
1
Adding Descriptions to Campaigns and Tracks
Forms
4
Creating a Custom Form
Creating a SEM Form
Inquiry Form: A Brief Overview
Creating an Event SEM Form
How to Create a New Field
1
How to Create a New Field
EMP Viewbook Builder (Content) Overview
3
EMP Viewbook Builder Overview
Creating a Template in EMP
Choosing a Template to Create a Page
Source Management Improvements
1
Source Management Improvements
Text Opt-In Imports
1
Text Opt-In Imports
Submitting Request
2
How to Submit a Support Request
How to Submit a Features Request
Adding Advanced Content to Your Microsite
4
How to Create an Alternate Page
How to Add Content to Assets
Adding a New Asset Type and Assets in EMP
How to Build an Asset Page
Event Management
4
How to Create a New Event in EMP
How to Create an Event Auto Responder Email and Set it in an Event
Creating an Event SEM Form
A Quick Overview of Auto Responders
Groups
11
Group Builder Overview
How to Create a Basic Group
A Review of Field Filters in Groups
A Review of Interactions Filters in Groups
How to Create an Advanced Group
View all 11
Emails
9
Email Templates Overview
Blast Campaigns - An Overview
Nurture Campaigns - An Overview
Event Campaigns - An Overview
How to Create an Email in EMP
View all 9
Data
5
How to Import a One Time Data File
How to Set Up a Transport for Imports and Exports
Creating Export Mappings
How to Create a Daily Export
An Overview of Exports
Rep Training
4
An Overview of the Dashboard
An Overview of the User Page
An Overview of the Students Page
Overview of User Statistics
CRM Workflow Management
7
How to Create and Apply Touch Points
An Overview of Permissions in EMP
Setting Rep Assignments
How to Set Your Notification Settings
An Overview of Field Categories
View all 7
System Update Notes
10/05/2017 Release Notes
1
User Interface Design Updates
January 2018 Feature Updates
5
Button Settings: How to change the colors of primary and secondary buttons in EMP
Navigation Settings: How to change layouts and colors of the navigation
Widget Settings: How to change widget style settings in EMP
Template Settings: How to set viewbook templates using different layouts in EMP
Theme Settings: How to lock colors in Web Campaign while choosing a theme of Classic or Modern.
February 15, 2018 Feature Updates
3
Adding your Privacy Policy in EMP
Adding Colors to Event Links
Adding Descriptions to Campaigns and Tracks
February 28, 2018 Feature Updates
2
Source Management Improvements
Text Opt-In Imports
March 14, 2018 Feature Updates
1
Improved Processing and Handling of Large Import Files
April 4, 2018 Feature Updates
2
Exporting Sources for Students
Confirm your action for scheduling emails
April 25, 2018 Feature Updates
1
April 25th New Feature Update - User Statistics
May 9, 2018 Feature Updates
0