Data management

18 articles in this collection
Written by Jim Evans, Nicholas Merican, and Cláudia Duarte

Profile management

How to create a profile and what's the difference between a profile and an active user

Learn how to use the "Create a profile" feature and what's the difference between a profile and an active user

Written by Cláudia Duarte
Updated over a week ago

Duplicate profiles

Why duplicate profiles occur

Written by Cláudia Duarte
Updated over a week ago

How to merge profiles

Learn how to merge duplicate profiles into a single one

Written by Cláudia Duarte
Updated over a week ago

Touchpoints

Learn how to record and keep track of key interactions with leads, applicants, students and alumni

Written by Cláudia Duarte
Updated over a week ago

General user management

What's the difference between source method and category?

Track where your prospects, applicants or students come from to ensure successful marketing initiatives.

Written by Jim Evans
Updated over a week ago

Segments

Learn how to build lists of customers that fit specific criteria to probe and export relevant data or send targeted campaigns

Written by Cláudia Duarte
Updated over a week ago

Tracking profile source through custom categories

Capture the source of your profiles to work out where your best leads are coming from and improve your lead acquisition costs and efforts

Written by Cláudia Duarte
Updated over a week ago

Imports

Introduction to imports

An overview of how you can import data into FULL FABRIC and why it's a cornerstone of success for your school

Written by Cláudia Duarte
Updated over a week ago

Where you should go to import based on the people that you are importing

Where you should go to import is determined by the type of people in your spreadsheet: candidates for a class or attendees of an event

Written by Cláudia Duarte
Updated over a week ago

Prepare your file – Part 1: Understanding and formatting a CSV file

Learn what a CSV file is and how to create one with Excel or another spreadsheet program

Written by Cláudia Duarte
Updated over a week ago

Prepare your file – Part 2: Organising the information in your import files

Learn which profiles should go in a file and the criteria to design a spreadsheet table

Written by Cláudia Duarte
Updated over a week ago

Prepare your file – Part 3: Actions with requirements (ADVANCED)

Learn what are the data requirements for actions such as add to class and create a note

Written by Cláudia Duarte
Updated over a week ago

How to do an import

Learn all of the steps involved with an import

Written by Cláudia Duarte
Updated over a week ago

The class overview and the application overview

The class overview

How to get around every nook and cranny of the class overview

Written by Cláudia Duarte
Updated over a week ago

What’s the difference between a class overview and an application overview?

Learn what each overview has to offer and where to go for what

Written by Cláudia Duarte
Updated over a week ago

Updating the state of candidate profiles in bulk

How to change the profile lifecycle state of many candidate profiles at once.

Written by Nicholas Merican
Updated over a week ago

Miscellaneous

The Inbox

A one-stop shop for managing new started and submitted applications, emails, tasks, event registrations and form submissions

Written by Cláudia Duarte
Updated over a week ago

How schema fields work

Learn how to design a schema anywhere in the portal and make the most of it

Written by Cláudia Duarte
Updated over a week ago