Data Management
Organizing and leveraging class, application and student data
31 articles
FAQs about Schemas and FieldsFind quick answers to the most common queries about Schemas and Fields
FAQs about Imports, Lists and 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 and forgetting profilesDiscover the two 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