Rule Bases & Types

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 2022 then set the student type field to Freshman
Person Status Update a record's person status to Enrolled If a record has met the Enrolled Student criteria then set the status to Enrolled
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

Applications

Rule Type Automation Action Example
Activity Add an activity to applications within a defined population When a student submits a Study Abroad application add an application fee payment due activity
Application Header
Customize the label of the application tab on the student record For your Study Abroad students, create a rule which included sets the label to 'SA-2022'
Application Header (External)
Customize the application label a person sees externally when logging into a portal When a Study Abroad student logs in to their Student Portal, display the status of their application, show the application label of 'Study Abroad 2022'
Application Header Color
Add a custom color block on the application tab to help differentiate multiple tabs. Add a custom green block for Study Abroad applications or a blue block for a Residence Life job applications
Application Population
Configure subsets of your application records by type Create a Study Abroad application population to easily identify and communicate with via drip campaigns.
Application Priority
Set the priority of an application to High, Normal, Low, or Inactive When more than one of the same type of application is created, you can give a higher rank to the application with a decision making it easier to filter on the appropriate application for reports and communications
Application Status
Update an application’s application status When a Study Abroad 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 Study Abroad 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 checklist group for Study Abroad applicants and require items such as a resume and/or faculty recommendation
Decision Add a decision to applications within a defined population If the Study Abroad applicant has paid their fee then add the Deposited decision to the application
Field Replace, append, or delete a field value for applications within a defined population Set a value to a custom field based upon the submitted responses from your Study Abroad applicant
Tag Set or unset a tag for applications within a defined population Set the Study Abroad tag on the student record for an easy visual reference

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 2022 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
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