Skip to main content
Liaison

Frequently Asked Questions

On this page, you'll find some of the most commonly asked questions about Admissions by Liaison.

General Questions

Question


Answer
What is Admissions by Liaison? Admissions by Liaison is an admissions management and enterprise solution that allows you to review and organize your application data while managing your entire application process. You can also create reports, track your applicants' progress, and communicate with them and other relevant contacts along the way.
Is Admissions by Liaison the same as WebAdMIT? Admissions by Liaison is a brand new solution with all new functionality. Review our WebAdMIT Users Reference Guide to find more information about the similarities between the two software solutions.
What's the difference between Phases and Applicant Stages? Both Phases and Applicant Stages refer to different periods during the application process. Phases are established for your internal process to organize your applications and control what actions (e.g., reviews) can take place on an application, while Applicant Stages refer to the external steps applicants are involved with in the Applicant Portal, (e.g., submitting a requested document.)
How can I download a completed export? Once your export is finished, you can access it by clicking the Direct Download icon at the top of the page.
How can I integrate with Calendly?

 After creating a Calendly account and creating an event, you can copy an embed script for the event.  This script can be added into the Content Template for that Stage in the Applicant Portal.  

There are different actions available:

  • Get Sign-Ups (event in front of the right students in AppPortal)
    1. Create a Calendly Account.
    2. Get the embed script for an event. Floating script will also work.
    3. Edit your desired Stage to add the Content to a new or existing Checklist.
    4. Paste embed script you obtained from Calendly.
    5. Use the Impersonate feature by going to the More Options menu on an application to test this integration.
       
  • Get activity back on a record
    • Add a Calendly Webhook integration.
    • Create a New Contact Incoming Webhook
    • Map data from the Contact field onto the desired Application field.
   

Marketing Questions


Question

Answer
What is the difference between a triggered and scheduled track in Marketing Campaigns? Scheduled Tracks send each tier's messages at their predetermined date and time. Triggered tracks start sending your Tier 1 message at your specified date and time, then send your following tiers' messages the desired number of days after the previous tier's message was received.
How does Segment filtering work in Marketing Campaigns? When you create a Campaign, you indicate which Segment the Campaign is targeted for. This means that the marketing items are only sent to contacts in this segment.  A secondary segment can be assigned to each item in the campaign.  If another segment is applied, this means that only contacts found in both Segments will receive that item.
   

 

  • Was this article helpful?