Auto-Qualifying an Inbound Interest Record

Auto-qualification of Inbound Interest records helps to manage large volumes of student records that are created prior to an admission cycle.

An inbound interest record auto-qualifies to become an instance of a lifecycle based on the logic defined by the institution in the Inbound Interest – Create Lifecycle workflow. The Inbound Interest – Create Lifecycle workflow is available with the Campus Management solution in a draft state as a reference, which can be copied and configured to include custom logic based on an institution's business requirements.

The School Status values for a Contact are institution-specific. Therefore, in the Inbound Interest – Create Lifecycle workflow, the default values used in the condition related to the Contact School Status must be updated based on the School Status values configured in an institution.

Information of lifecycle records is displayed in the Inbound Interest and Lifecycle section of the parent contact record.

Notes:

  • Users can also manually qualify inbound interests into lifecycles by clicking .

  • Users can customize the Inbound Interest – Create Lifecycle workflow as follows:

    • Cmc.Engage.Lifecycle.Activities.RetrieveContactOpenLifecycle - returns the first open lifecycle related to the inbound interest’s contact. This can prevent qualification if a lifecycle already exists for the contact.

    • Fifteen similar workflow activities named Cmc.Engage.Lifecycle.Activities.RetrieveInboundInterestRelatedContact[Field] where [Field] is a lookup field on the Contact. They can be used to extend conditions in the Inbound Interest – Create Lifecycle workflow.