Student Records (data)

Add a Single Student
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. ...
Tue, 4 Oct, 2016 at 9:13 AM
Edit a PURL
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
Admissions Rep Assignments
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
Student Stages
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
Edit Student Data
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
Email Opt-outs
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
How do I delete or deactivate a student record
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
How do I update rep assignments and reassign to-do’s and notes?
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
What happens when a student opts out of emails?
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
How do I take out the +4 on zip codes in records for an export?
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