Full Fabric | Customer Success

Cláudia Duarte

Nicholas Merican

Jim Evans

Data management

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

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

Learn how to assign tags to your profiles to assort them into logical groups

Profile tags

Learn how to archive email addresses so that the associated messages are preserved in the event of the former's replacement

Archive old email addresses

Learn how to assign tasks to teammates and see the tasks that have been assigned to you

Tasks

Learn where to record the particulars of a candidate's affiliation with a class

Class journeys

Last engaged

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

Touchpoints

Discover the two different ways that you can remove profiles from Full Fabric

Deleting and forgetting profiles

Duplicate profiles

Learn how to merge duplicate profiles into a single one

How to merge profiles

Allow HR professionals to submit registrations on behalf of other employees

Proxy registrations for HR professionals

Profile management

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

What's the difference between source method and category?

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

Segments

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

How to Track profile source through custom categories

General user management

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

Introduction to imports

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

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

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

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

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

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

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

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

Learn all of the steps involved with an import

How to do an import

Imports

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

The class overview

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

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

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

Updating the state of candidate profiles in bulk

The class overview and the application overview

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

Profile management

General user management

Imports

The class overview and the application overview

Miscellaneous