Student Records (data)
Adding a new student/record is easy and takes less than a minute.
1. Click Students from the choices at the top.
2. Click Add Student.
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Tue, 4 Oct, 2016 at 9:13 AM
1. To edit a student’s PURL you must first type in the student’s name in the search bar or select Students as shown below.
2. After searching a ...
Tue, 2 Aug, 2016 at 11:05 AM
In certain cases, you may want to assign a specific rep to a specific student who would otherwise default to a different rep assignment. This is called ‘l...
Tue, 2 Aug, 2016 at 11:10 AM
Stages –
It is important to move students from stage to stage in EMP as it will change the way each record is communicated with: from prospect through e...
Tue, 2 Aug, 2016 at 11:14 AM
1. Search students by any information provided
2. Select the student that matches your search
3. Once on the student record page, scroll do...
Tue, 2 Aug, 2016 at 11:17 AM
When a student elects to stop receiving emails from your school, this is called opting out. There are opt-out links at the bottom of every email. EMP chro...
Tue, 2 Aug, 2016 at 11:44 AM
There are two options for removing student records from the system: Deleting or Deactivating.
Deleting A Student Record Deleting is the more severe of t...
Tue, 2 Aug, 2016 at 11:47 AM
1. To reassign a rep, go to Account > EMP Settings > Rep Assignments
2. Find the rep you want to switch out next to the “then rep is” drop...
Tue, 2 Aug, 2016 at 11:55 AM
When a student opts out of an email, they are only opting out of email communication. Although an opt-out will no longer receive emails from you, they wil...
Tue, 2 Aug, 2016 at 12:33 PM
f you want to export a file that contains zip codes, but remove the +4 at the end of them, there are only 2 ways to do this:
1) Create an Export and sel...
Tue, 2 Aug, 2016 at 12:47 PM