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Using the List Manager - Field Lists

Video Overview 

What are Lists?

WebAdMIT allows you to group and manage applicants by common criteria. Once you create a list, you can access it as needed and perform various actions. Lists are dynamic and update as your applicant pool changes. The List Manager allows you to create field lists based on data from the application and composite lists based on existing field lists.

Using the Menu Bar, open the Applicant Lists panel, then click List Manager.

Creating a Field List

Use field lists to search for applicants using and/or criteria. For example, you can create a list that contains female applicants who are in-state (i.e., female and in-state) or a list that contains applicants who reside in a regional area (i.e., MA or CT or VT or RI).

  1. From the List Manager page, click New Field List.

  2. Name the list, indicate if it should appear in the Menu Bar under the Applicant Lists panel (this option provides you with quick access to run the list), and select who can view it (just yourself, specific Work Groups, or all Work Groups). Then, determine if you want your query to match all or any of the rules you subsequently establish.

    list-manager-wg-feature.png
  3. Next, create a query by selecting a field, an operator, and criteria. For some fields, the List Manager offers real-time suggestions after you begin typing in the criterion field.

  4. If applicable, click the plus or minus signs to add or remove a criterion.

  5. When you are finished adding criteria, click Submit.

Using List Operators

The fields you select are associated with several operators:

Field Type

Available Operators

All Field Types

  • Equals

Lookup, String, Numeric, and Date

  • Does Not Equal
  • Is Null
  • Is Not Null

String Only

  • Contains
  • Does not contain
  • Begins with
  • Does not begin with
  • Ends with
  • Does not end with

Numeric and Date Only

  • Less than
  • Less than or equal to
  • Greater than
  • Greater than or equal to

Date Only

  • Within ... last days

Although a day begins at 12:00 AM ET and ends at 11:59 PM ET, applicant time zones and other varying factors can impact how data is pulled during this standard timeframe. When searching using the "within ... last days" operator, include a two- or three-day overlap. For example, if you're searching for applications that were verified within the past 1 day, enter 3 days for the search criteria. While this may result in duplicates, it ensures you capture all verified applications regardless of the applicant’s time zone. To avoid duplicates, consider additional tools for tracking applicants, like incorporating a Custom Field or using the Last Exported Date Field.

Time Only

  • Within ... last hours

When searching using the "within ... last hours" operator, include a one-hour overlap. For example, if you're searching for updates made within the past 5 hours, enter 6 in the search criteria. This ensures that any updates made in the current hour and preceding five hours are included.

Excluding Null Values

When searching your applicant pool, consider including a second operator of Is Not Null if you wish to ignore empty fields. This ensures your resulting list includes only those applicants with data in a given field.

For example, if you want a list of applicants who reported Experiences outside of the United States, but you don’t want to include the applicants who did not report any Experience at all:

  • Include applicants who match all your rules, and
  • Use the operators does not equal and is not null.

Fields with Multiple ValuesEdit section

Some applicant questions may result in multiple answers. For example, an applicant could report speaking multiple languages, having multiple ethnicities, or having multiple parents.

When you create a list on a field with multiple values, the resulting list includes any applicant that has at least one value meeting the defined conditions. For example, if you would like to see all applicants who have a parent from a country other than the United States, create a list on the field Country of Legal Residence in the field group Parents/Guardians and include the operators:

  • Country does not equal United States
  • Country is not null

The resulting list includes all applicants who have at least one parent that meets these conditions, though not all their parents are from a non-US country.

Applying List Actions to Selected Applicants

Using the checkboxes in the first column of your search results, you can select multiple applicants and apply an action.

List Actions.png

  • Assign Checked Applicants: assign the selected applicants to a specific admission user (this function only appears if Assignments are configured).

  • Interview Checked Applicants: create an Interview for the selected applicants (this function only appears if Interviews are configured).

  • Change Checked Applicants' Status: change the Local Status for the selected applicants (this function only appears if Local Statuses are configured).
  • Email Checked Applicants: send an email to the selected applicants.
  • Clear Last Exported Date Timestamp for Checked Applicants: remove the Last Exported date recorded in WebAdMIT for the selected applicants.
  • Update Custom Fields for Checked Applicants: update the custom fields that have been defined for selected applicants (this function only appears if Custom Fields are configured).
  • Accept Checked Applicants Requirement Criterion: select a requirement and update the response to that requirement for the selected applicants (this function only appears if Requirements are configured).

  • Enable Applicant Gateway Activities for Checked Applicants: activate the pre-configured Applicant Gateway activities for selected applicants (only available for select CASs; this function only appears if Applicant Gateway activities are configured).
  • Export List Name: export the list to .csv, .xls, or .txt formats.
  • Edit List Rules: return to list setup and change, add, or delete list criteria.

Warning: dispensing Assignments and/or Interviews is an advanced function that can’t be undone in batch. Confirm that your search results and selections are accurate before performing the change.

Managing Lists

From the List Manager, you have several options to work with the lists that have been created.

Reordering Lists

To reorder a list, use the grip icon to drag and drop the list into the preferred order.

Editing Lists

To modify a list, click the pencil icon. Note that only list owners can perform edits. If you'd like to edit (or see the criteria of) a list that you are not the owner of, you can create a copy of it instead.

Copying Existing Lists

To copy an existing list, click the duplicate icon.

Deleting Lists

To delete a list, click the remove icon. Note that only list owners can delete lists. Additionally, any associated exports using the list will also be deleted (you will be prompted to confirm that you want to proceed).

Exporting Lists

To export a list, click the export icon. Selecting this option will take you to the Export Manager with the desired list pre-selected.

Emailing Applicants in a List

To email the applicants in a list, click the envelope icon. This will take you to the email editor with the desired list pre-selected.

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