Organization |
Use this area to configure settings related to your organization's account, features, and users. |
- General: manage your account’s time zone, domain, and Single Sign-On settings.
- Users: view, manage, or create user accounts, view their email, role, and last log-in.
- Roles: view, manage, or create roles and permissions.
- Workspaces: view, manage, or create workspaces to further manage which features users can interact with.
- Teams: view, manage, or create review teams.
|
| Portals |
Use this area to configure settings related to your portals (e.g., Student Portal, Inquiry Portal, etc.) |
- Student Portal: manage settings of your Student Portal (the site applicants use to learn about your programs and complete their initial or supplemental applications).
- Inquiry Portal: manage the settings and appearance of the portal containing your inquiry forms.
|
Contacts |
Use this area to configure settings related to the Contacts view. |
- Contact Types: create and review contact types (e.g., Applicant, HS Coach, Parent.)
- Contact Segments: view, manage or create segments and their filters, including Type, Name, Category, Conditions.
- Contact Summary Views: define the summary view for each contact type with organized custom data layouts.
- Contact Routing Tables: establish criteria for automatically assigning contact types to specific team members.
- Contact Workflows: view and manage workflows for contacts.
- Pending Contacts: review and activate Student Portal accounts that have been initiated but not activated, and resend activation emails.
- Inquiry Forms: manage your public-facing inquiry forms (e.g., Open House Registration, General Inquiry Form, etc.) and their questions.
- Email Templates: view, manage, and create email templates for contacts.
|
|
Application Setup
|
Use this area to configure settings related to applicant-facing items, including your application, email templates, and programs. |
- Programs: manage programs, including their open dates, deadlines, initial applicant questions, and supplemental requirements.
- Program Properties: review and manage the list of properties that can be populated for each program.
- Application Properties: review and manage the list of properties that can be populated for each applicant.
- Applicant Forms: establish the forms and custom questions that are available on applications.
- Reference Forms: establish the forms and custom questions that are available for references/recommenders.
- Reference Portal: manage the settings and appearance of the portal for references/recommenders.
- Email Templates: view, manage, and create email templates for applicants.
- Content Templates: manage custom HTML and other content for use within your portals.
- Stage Templates: manage custom stage configurations that can be applied to programs.
|
Application Review |
Use this area to manage settings related to your review and organization of applications. |
- Application Summary View: customize the appearance of the summary section and panes for all applications.
- Application Timeline Summary: customize the application timeline for all applications.
- Evaluation Forms: customize evaluation (review) forms for reviewers to complete.
- Phases: customize the stages of your review process by creating and mapping out your phases, including configuring how reviews are assigned.
- Application Segments: view, manage, or create customized queries to organize applicants and work with them in batch.
- Review Routing Tables: view, manage, or create sets of criteria for assigning applications.
- Automation: view and manage your automated actions to occur with desired groups of applicants or contacts at a predetermined time.
- Workflows: view and manage actions that should occur on individual applicants based on your desired triggers.
|
Marketing |
Use this area to configure settings related to the Marketing tools. |
- Email Info: customize your marketing email information, including your domain, default From and Reply-To email addresses, and website address.
- Text and Voice: define the phone number used for text and voice messaging.
- Conversations: customize the settings related to your conversations.
- Suppressed Items: view and manage email addresses and phone numbers that have been opted out or may be invalid.
|
| Calendar |
Use this area to configure settings related to your events. |
- Event Types: view and manage the types of events that you will coordinate in Outcomes.
- Inquiry Forms: manage your public-facing inquiry forms (e.g., Open House Registration, General Inquiry Form, etc.) and their questions.
|
Import/Export |
Use this area to configure exports of applications, documents, or data. |
- Contact Data Sources: view, manage, create, or rank data sources (Google Sheets, Webhook, MailChimp) to import and prioritize Contacts data.
- Exports: View, manage, or create customized exports of application or contact data.
- Export Destinations: view, manage, or create destinations for exports to be delivered.
- Translation Tables: Define reusable translation rubrics to convert data values in exports. This is most useful if you need export data to be sent to another system in a specific format.
- Field Dictionary: search through and review a comprehensive list of application-related fields.
|
System |
Use this area to manage items related to your email configuration, payment processing, and other system processes. |
- Email Templates: view, manage, or create email templates to be sent from Outcomes.
- Payments: view, manage, or create payment providers.
- API Keys: generate and manage permissioned API keys to provide credentials for remote services to access your data. Also access API references.
- Function Library: view and manage custom functions used for coding with JavaScript in Outcomes.
|
