L1 Questions
How to enter new application details
Follow the below path to add the new application entry Admissions --> Front Office --> Application Form --> Create New You can collect application fee online including the prospectus fee by defining the amount. we can also define the zero amount for ...
How to get the enquiry details report
Follow the below path to get the enquiry report Admissions --> Front Office --> Enquiry Form --> Select the Academic year, Enquiry Stage, Grade, Source, Date range and hit Get
How to create an enquiry
Follow the below path to add the offline enquiry details Admissions --> Front Office --> Enquiry Form --> Create Enquiry This is basic step to collect the parent enquiries for further followup to convert the enquiry into application and admissions ...
Where can we get the admissions analysis report
Follow the below path to take the admissions analysis report Admissions --> Reports --> Admissions Analysis Note: In this report, the cumulative no of enquiries / applications / admissions are shown. For ex: If there are 5 enquiries and are converted ...
How to add enquiry follow up campaign
Follow the below path to add the enquiry follow up campaign Admissions --> Campaign Management --> Enquiry Followup Campaign Templates --> + Add Campaign Note : The Followup Email Campaign templates will be sent for those enquiries have a followup ...
How to add enquiry follow up campaign templates
Follow the below path to add the enquiry follow up campaign templates Admissions --> Campaign Management --> Enquiry Follow up Campaign Templates --> View Templates --> + Template The Followup Email Campaign templates will be sent for those enquiries ...
How to add enquiry campaign
Follow the below path to add the enquiry campaign schedule Admissions --> Campaign Management --> Enquiry Campaign Templates --> + Add Campaign For example, if the no of days after enquiry date selected as 2, then the campaign email will send 2 days ...
How to add enquiry campaign templates
Enquiry campaign mail templates are used to send the automated mail alert to the parents. Follow the below path to add the campaign templates Admissions --> Campaign Management --> Enquiry Campaign Templates --> View Templates --> +Template
How to add new lead status
Follow the below path to create the lead status Method 1: With the System admin access Admissions --> Call Center --> Manage Leads --> + Manage Lead Status --> +Add Method 2: With the Branch level access Admissions --> Manage Leads --> Manage Leads ...
How to create Lead category
Follow the below path to create the lead categories. You can do the follow up category wise Method 1: With the System admin access level Admissions --> Call Center --> Manage Leads --> +Manage Lead Status --> +Add --> Create New Category Method 2: ...
How to create call center agent
Follow the below path to create the call center agent Admissions --> Call Center --> Assign Leads to CCE Agent --> +Create Call Center Agent --> Create User
How to assign leads to call center executive
Follow the below path to assign the leads to call center agent Admissions --> Call Center --> Assign Leads to CCE Agent
How to upload leads
Follow the below path to upload the leads Method 1: With the system admin access Admissions --> Call Center --> Manage Leads --> Add Lead --> Upload Lead Method 2: With the Branch level access Admissions --> Manage Leads --> Manage Leads --> Add Lead ...
How to add leads
Follow the below path to add the leads Method 1: With the Admin access level Admissions --> Call Center --> Manage Leads --> Add Lead Method 2: With the Branch level access Admissions --> Manage Leads --> Manage Leads
How to take source wise enquiry report
Follow the below path to get the source wise enquiry report Admissions --> Pre Admission Reports --> Enquiry Report --> Source wise enquiry report
Where can we take the cancelled enquiries report
Follow the below path to get the cancelled enquiries Admissions --> Pre Admission Reports --> Cancelled Enquiries Note:This Report gives the detailed analysis with Reasons for Enquiry cancellations
How to send the Registratioh form link
Follow the below path to send the registration form link Method 1: With the system admin access Admissions --> Enquiries --> Send Online Registration link Method 2: With the Branch level access Admissions -->Front office --> Send Online Registration ...
How to send online admission form link
Follow the below path to send the online admission form link for application taken students Method 1: With the system admin access Admissions --> Enquiries --> Send Online Admission link Method 2: With the Branch level access Admissions -->Front ...
How to Assign Enquiries To Frontoffice Counsellor
Follow the below path to assign the equiries to counsellor Method 1: With the System admin access level Admissions --> Enquiries --> Assign enquiries to counsellors Method 2: With the Branch level access Admissions --> Front Office --> Assign ...
How to add PRO incentives
Follow the below path to add the PRO Incentives Method 1: With the System admin access level Admissions --> Enquiries --> Create PRO --> PRO Incentives --> Select the Academic Year, Branch and click on Get --> Add PRO Incentives Method 2: With the ...
How to add PRO
Follow the below path to add the PRO details Method 1: With the System admin access Admissions --> Enquiries --> Create PRO --> Add PRO Method 2: With the Branch level access Admissions --> Front Office --> Create PRO --> Add PRO
How to send the SMS/Email to Pre admission stage / Newly Admitted students
You can send the SMS/Email communication to Enquiry stage students, Application taken students and newly admitted students by following the below path Method 1: With the System admin access level Admissions --> Enquiries --> Send SMS/ Email Method 2: ...
How to upload enquiries
Follow the below path to upload the enquiry details Method 1: With the System admin access level Admissions --> Enquiries --> Upload Enquiry Method 2: With the Branch level access Admissions --> Front Office --> Upload Enquiry 1) The Number of ...
Where can we get the onilne pre admission forms link
Follow the below path to get the online Enquiry/Application/Registration form links Settings --> Admissions --> Branch Admission Settings --> Online Forms
How to create a dynamic enquiry form
Follow the below path to create the dynamic pre admission forms Settings --> Admissions --> Create Dynamic Enquiry Form --> Create New
How to update the committed amount
You can define the committed amount, class wise or Fee plan wise. Follow the below path to update the committed amount Settings --> Admissions --> Branch Admission Settings --> Select the Branch --> Committed Amount Settings Note: For Branch type ...
Where to define the target strength
Follow the below path to update the expected strength details Settings --> Admissions --> Branch Admission Settings --> Select the Branch --> Target Strength
How to add minimum paid amount settings
Follow the below path to Add Pre Admission Fee Payment Settings Settings --> Admissions --> Branch Admission Settings --> Select the Branch --> Payable Amount for admission --> Select the Pre Admission Academic Year, Class and click on Get --> Add ...
How to edit/delete the application fee amount
Follow the below path to make the changes in the Application/Registration/Prospectus fee amount Settings --> Admissions --> Branch Admission Settings --> Select the Branch --> App./Reg Amounts --> Select the Pre admission Academic year --> Click on ...
How to add Application/Registration/Prospectus fee amount
Your can define the Application/ Registration/Prospectus fee amount against the class wise or all the classes by follow the below path Settings --> Admissions --> Branch Admission Settings --> Select the Branch --> App./Reg Amounts --> Select the Pre ...
How to add the documents to be collected at the pre admission
You can collect the Student/Parent documents in any stage (Enquiry / Application / Registration / Admission stage). Follow the below path to add the document details which are to be collected as per the organization requirement. Settings --> ...
Where can we update pre admission forms terms and conditions
Follow the below path to add the terms and conditions against the form (Enquiry/Application/Registration/Admission) Settings --> Admissions --> Branch Admission Settings --> Select the Branch --> Form T&C's
How to add the video in the enquiry form
You can update the video, same will be played while filling the online enquiry form. Follow the below path to update the video link. Settings --> Admissions --> Branch Admission Settings --> Select the Branch --> Default Settings --> Add the url ...
How to enable print forms format for pre admission stages
Follow the below path to enable the format to take the Enquiry/Application/Registration/Admission form print Settings --> Admissions --> Branch Admission Settings --> Select the Branch --> Print Forms --> Select the form stage wise --> Save
How to enable the counselor forms
Follow the below path to enable the counsellor forms, the enabled form will be available for branch level user to fill the Enquiry/Application/Admission form Settings --> Admissions --> Branch Admission Settings --> Select the Branch --> Counsellor ...
How to enable OTP authentication for Enquiry/Application form
Follow the below path to enable the OTP for online enquiry and application form Settings --> Admissions --> Branch Admission Settings --> Select the Branch --> Select the radio button against the "Allow OTP in Enquiry/Application Form?" --> Save
How to enable the registration fee to be adjusted to any other fee type
If you enable this option, the amount collected for registration fee can be adjusted to any other fee type. Follow the below path to enable the setting Settings --> Admissions --> Branch Admission Settings --> Select the Branch --> Select the radio ...
How to enable the direct admission option
If you want to enroll the student without the Enquiry/Application process, you can directly enroll the student with the direct admission option. To enable direct admission option, follow the below path. Settings --> Admissions --> Branch Admission ...
How to update the settings to collect the fee at the time of admission
Follow the below path to enable the fee collection option while admitting the student Settings -->Admissions --> Branch Admission Settings --> Select the Branch --> Select the radio button against the "Is allow Payment while admission" --> Save
How to set up fee assigning at the time of admission
Follow the below path to update the settings to assign the fee to students at the time of admission Settings -->Admissions --> Branch Admission Settings --> Select the Branch --> Select the radio button against the "Fee Assigning at the time of ...
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