Prospects/Persons
| Rule Type | Automation Action | Example |
|---|---|---|
| Field | Replace, append, or delete a field value for records within a defined population | If the student type field is empty and the entry term is Fall 2020 then set the student type field to Freshman |
| Person Status | Update a record's person status to Prospect, Inquiry, or Applicant | If a record has an application then set the status to Applicant |
| Interaction | Add an interaction to records within a defined population | If the GPA field is > 4.0 and the Legacy tag exists then add a Watch Flag interaction |
| Tag | Set or unset a tag for records within a defined population | If the Parent 1 School key is Slate University or the Parent 2 School key is Slate University then set the Legacy tag |
| Test Optional | Set a "Test Optional" flag for test scores, preventing them from displaying on the a person record dashboard, in the Scores tab, or the Slate Reader, while still retaining the scores themselves in the backend. | If applicant answers "No" to application question "Would you like Slate University to consider test scores in your application?" then add Test Optional flag to their test scores. |
Applications
| Rule Type | Automation Action | Example |
|---|---|---|
| Activity | Add an activity to applications within a defined population | When a student submits the application add an application fee payment due activity |
| Application Status |
Update an application’s application status | When an application is submitted and has all checklist items fulfilled then set the application status to Awaiting Decision |
| Bin | Set or clear the bin and set the reader queue for applications within a defined population | If the application status is Awaiting Materials and the Bin is not assigned then set the Bin to Awaiting Materials |
| Checklist | Add, remove, and/or fulfill checklist items for applications within a defined population | Define the international checklist group for international records |
| Decision | Add a decision to applications within a defined population | If the applicant has paid their enrollment deposit then add the Deposited decision to the application |
| Field | Replace, append, or delete a field value for applications within a defined population | If an application has a Common App ID and the Application Type is empty then set the Application Type to Common App |
| Tag | Set or unset a tag for applications within a defined population | If an applicant answers Yes to “Have you applied previously?” then set the Reapplicant tag |
Form & Event Rules (Person Scoped)
| Rule Type | Automation Action | Example |
|---|---|---|
| Field | Replace or delete a field value for records based on a form response | If the Student Type field is empty and the Entry Term is Fall 2020 then set the student type field to Freshman |
| Interaction | Add an interaction to records based on a form response | If a student was contacted through a telecommunications campaign then add an interaction |
| Tag | Set or unset a tag for records based on a form response | If a student submits an athlete recruitment form then set the Athlete tag |
Form & Event Rules (Application Scoped)
| Rule Type | Automation Action | Example |
|---|---|---|
| Activity | Add an activity to records based on a form response | If a student was contacted through a phone-a-thon campaign then add an admitted student contact interaction |
| Bin | Set or clear the bin for records based on a form response | If an applicant withdraws their application through a Withdrawal form then clear the Bin |
| Checklist | Add, remove, and/or fulfill checklist items for records based on a form response | If the applicant fills out the financial aid form then fulfill the Financial Aid Information requirement |
| Decision | Add a new decision to records based on a form response | If the applicant accepts an offer by submitting the reply to offer form then add the Deposit Pending decision |
| Field | Replace or delete a field value based on a form response | If an applicant has a Common App ID and the Application Type is empty then set the Application Type to Common App |
| Tag | Set or unset a tag for records based on a form response | If an applicant answers Yes to “Have you applied previously?” then set the Reapplicant tag |