Data Management
Organizing and leveraging class, application and student data
31 articles
- FAQs about Schema fields & Profile dataFind quick answers to the most common queries about Schemas and Fields
- FAQs about Imports, Lists & SegmentsFind quick answers to the most common queries about Imports, Lists and Segments
- Segments: how to build a list of profilesLearn how to build lists of customers that fit specific criteria to probe and export relevant data or send targeted campaigns
Profile management
Profile's data is the business core, store it. Track it, store it and use it wisely
- Quick start - ProfilesGet quickly started with understanding people and how to help them progress with Profiles
- How to create a profile and what's the difference between a profile and an active userLearn how to use the 'Create a profile' feature and what's the difference between a profile and an active user
- Profile tagsLearn how to assign tags to your profiles to assort them into logical groups
- Archive old email addressesLearn how to archive email addresses of profiles so that the associated messages are preserved
- TasksLearn how to assign tasks to teammates and see the tasks that have been assigned to you
- Class journeysLearn where to record the particulars of a candidate's affiliation with a class
- Last engagedMeasure the moment a profile was last engaged with your institution
- Capture notes and meaningful interactions with your candidatesLearn how to record and keep track of key interactions with leads, applicants, students and alumni
- Duplicate profilesWhy duplicate profiles occur and how to deal with it
- How to merge profilesLearn how to merge duplicate profiles into a single one
- Profile latest activityCapture the communication history of a candidate and understand their interactions with the profile latest activity
- What's the difference between source method and category?Track where your prospects, applicants or students come from to ensure successful marketing initiatives
- How to Track profile source through custom categoriesCapture the source of your profiles to know where your best leads are coming
The class overview and the application overview
Dig deeper into your applications and classes
- The class overviewHow to get around every nook and cranny of the class overview
- 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
- Updating the state of profiles in bulkHow to change the profile lifecycle state of many candidate profiles at once
Imports
Do imports with large data seamlessly
- Introduction to importsAn overview of how you can import data into Full Fabric and why it's a cornerstone of success for your school
- Where you should go to import based on the people that you are importing'Where' to import depends on the type of profiles in your import file: candidates for a class or attendees of an event
- How to do an importLearn all of the steps involved with an import
- Prepare your file – Part 1: Understanding and formatting a CSV fileLearn what a CSV file is and how to create one with Excel or another spreadsheet program
- Prepare your file – Part 2: Organising the information in your import filesLearn which profiles should go in a file and the criteria to design a spreadsheet table
- Prepare your file – Part 3: Actions with requirementsLearn what are the data requirements for actions such as add to class and create a note
Managing and deleting data
Understand better how data works in Full Fabric
- How schema fields workLearn how to design a schema anywhere in the portal and make the most of it
- The InboxThe go-to place to see new started and submitted applications, emails, tasks, event registrations and form submissions
- Why you should keep your database cleanLearn what dirty data is and why you must combat it
- Precautions before deleting dataEssential tips and best practices to ensure data removal is done safely and responsibly
- Deleting, anonymizing and scrubbing profilesDiscover all the different ways that you can remove profiles from Full Fabric
- Option setsOption sets are a new way to manage reusable dropdown field options across your forms and integrations