On the highway to higher education, sometimes applicants pull out, either by requesting the withdrawal of their applications or by simply discontinuing a started application. 👻 Learn how to handle this in FULL FABRIC!
When should I withdraw an application to a class?
Whenever an applicant lets you know that, for whatever reason, they lost interest in a particulate intake, or – and this is entirely up to you –, as a strategy to distinguish which started applications should be chased and which are dead weight from candidates who gave up midway. Applicants can't withdraw an application, only staff members.
What happens when I withdraw an application?
The applicant is removed from the intake they're no longer intent on pursuing. For clarity, they don't vanish from the class but instead appear as withdrawn:
Withdrawing an application doesn't delete it. In fact, the application can even be reused for a different class.
How can I withdraw an application?
Navigate to the profile sidebar, scroll down to the class widget and click Withdraw:
Lastly, select the reason from the drop-down menu, write a (non-compulsory) comment adding more detail and click Withdrawn from this class.
The data will be then displayed on the profile sidebar for easy consultation:
If the Withdraw button is not available, it's because the application is not linked to a class, either because staff accidentally or purposefully deleted it, leaving only the programme. To fix this, click Add to class, pick one and then refresh the page. The Withdraw button should immediately reappear.
Why must I record the reason for withdrawing?
To make it known for posterity that this person once applied to this intake, which is useful in the context of tracking trends and having the complete history of an applicant in the event of a reapplication. Hence, not only must you accurately record why it happened, but the system also captures the exact date that it happened. 🗓
Speaking of which, the drop-down list of withdrawing reasons features 6 broad and standardised categories from the get-go, but you can replace them with your own. Just get in touch with us to make with changes! ✨
Can I get a list of everyone with withdrawn applications?
Yes, of course. Create a shared segment, apply the rule "profile ⇢ has withdrawn" and select one or more reasons to get the corresponding results.
In addition, if you combine the aforementioned filter with a second one, "profile ⇢ is in ⇢ [choose class/es]", you can narrow down every applicant who withdrew from a specific class and even a specific campus.
To export the list, press the three-dotted button on the search list bar and then Export profiles.
You can also build a shared segment with the opposite information: "profile ⇢ has not withdrawn". This could be helpful to identify active prospects to keep an eye on and nurture.
Can I withdraw or unwithdraw applicants in bulk?
Yes. Access a class overview, locate the profiles you want to withdraw by building a view, press the three-dotted button on the search list bar and then click Withdraw or Unwithdraw, as appropriate.
For example: suppose you wanted to clean up the list of started applications by discarding the stuff that's not going anywhere. The course of action would be the following:
1) Filter by started applications on the lifecycle state board
2) Launch the segment builder and set up a login-based rule to discover which profiles have no recent activity
3) Report the motive and finally Withdraw
You can find more information on how to build a view and execute bulk actions in this article.
PUBLISHED: June 26, 2019
LAST UPDATED: June 26, 2019 at 2:58 p.m.