Changelog
Follow up on the latest improvements and updates.
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The Focus Dashboard is a tool that allows you to track incoming applicants at each stage.
Make sure to filter correct Academic Year:
The Focus Dashboard will log applicants as soon as their status changes, or as soon as they enter into your OpenApply account. After you've successfully viewed the new applicant (according to your own school's workflow), check the 'Viewed' option for the applicant to be removed from the list. You can see which of your colleagues have 'Viewed' certain applicants.
** after you checked 'Viewed', the applicants will remain on the dashboard until the end of the day
You can now filter for certain milestones by dates for your Contacts!
This will help you narrow down your Contact filter to a specific timeframe, allowing you to find the Contacts that are the most active or most likely to convert to applicants.
**Contacts are only available through purchase of the CRM module. If you're interested in trialing the CRM module, please contact sales@openapply.com
We've released a new search experience!
- New searchable fields: Applicant ID, Student ID, Home Phone Number, Mobile Phone Number, and Parent Names.
- Displays and highlights relevant fields in the drop-down UI.
Phone number and IDs:
Parent Names:
You can now easily enable the
Reapplication Process
for students! Steps:
- Go to your Applicant or Alumni Roster, and select Declined, Waitlist, or Withdrawn students
- Click 'Reapply'
- Enable/Disable the notification (enabled is recommended). You can configure the notification in your Settings
- Parents will receive an email informing them that they can now reapply. When parents have successfully submitted a new application form, the student's status will revert back to 'Applied'
**
Notes
- Application Checklist items will be reset, but you will not lose any historic data
- If your application form has a fee, the parent will need to pay again
- Parents will be able to choose from any enabled application form that is displayed on the landing page. If there are no displayed application forms, then application forms on the Checklist will be listed to the parent.
Please contact support@openapply.com if you have any questions.
The new parent user interface has been released to most schools. The updated UI provides a streamlined experience for parents for easy navigation. Please read our blog post for more information.
- Updated landing page with large tiles, optimized for mobile viewing
- Easy navigation between siblings
- Clear checklists items so parents can't miss
Optional Checklist Items
- Mark any checklist item as optional
- Parents will see the checklist item as optional, and can disable it. They can also 'Reopen' the item to complete it
- You can exclude Optional Checklist items in the Roster filter, in case you only want to see the required items
You can now add
Due Dates
for Checklist items for parents!There are two different types of due dates:
- Specific Datesyou can set both an Open Date and/or a Due Date. Open Date is the date the checklist item will appear for the parent, and the Due Date is when the parent should complete it by. This type is for specific calendar dates, useful if the due date is the same for every applicant. You can assign Open and/or Due Dates - both are not required.
- Timeframethe due dates will be different for each applicant. The date is assigned based on when the item first become available. For example, if the Timeframe is '7 Days', Student A's checklist was assigned last week, so the due date is today. Student B's checklist was assigned today, so the due date is next week.
There are two different types of deadlines:
- Soft DeadlineThis deadline serves as a visual cue to the parent. If it's past due, the parent can still complete it.
- Hard DeadlineIf this deadline is past due, the checklist item will not appear on the parent UI for the parent to complete.
Note on UI:
Yellow UI = due date is within 3 days
Red UI = due date is in the past (overdue)
Parent UI:
Admin Roster:
You can enable Enrollment Contracts now!
Contact support@openapply.com to have this feature enabled on your account.
View this tutorial for more information.
You can now edit multiple fields for multiple students at the same time on the rosters!
- First select the students then click Edit > Bulk Edit
- Select one or more fields and the new values to be updated
- Review the changes before making the bulk edit
- Type 'EDIT' before clicking 'Bulk Edit'
Summary
- Open Roster from the Enrolment Analytics
- Navigate between Applicant Profiles
- Template Name field to Email Templates
- Email Template Folder Collapse & Search
===================================
Open Roster from the Enrolment Analytics
- Click on the numbers in the Enrolment Analytics to open a roster to see the students in more detail
Navigate between Applicant Profiles
- Open an applicant profile from a roster and use these options to navigate between profiles
Template Name field to Email Templates
- The Template Name field was added back to Email Templates
Email Folder Collapse & Search
- It's now easier to search for and scroll through email templates
The Zoom integration for OpenApply will no longer be supported. Although there will no longer be a direct integration, it is still possible to use your Zoom URLs with Virtual Events via OpenApply, as explained below.
As such, it is necessary for you to take the following steps:
a. Navigate to Settings > Admissions > Events, to check if you have any Virtual Tour or Virtual Open Day type events, where the location is Zoom. They may show a warning triangle next to them due to the Zoom integration no longer being supported. You can uncheck the Published box to hide the event, or click the trash can to delete the event, if the event does not have any registrations.
b. If you still wish to have the Virtual Tour or Virtual Open Day type event available for parents, click to create a new event, and choose ‘Other Location’ as the location for that event. You can then define a static link for the event. Zoom allows you to easily have a personal link in your Zoom settings, such as 'https://schoolname.zoom.us/my/username', so then you can set this as the location. We have further advice on creating events in OpenApply at the following link:
Zoom has further information about using a personal meeting ID or personal link here:
Our apologies for any inconvenience that this may cause. It is necessary for us to remove support for the Zoom integration due to changes relating to the integration, Zoom’s approval process and data security. However, the solution above actually simplifies the configuration process for virtual events, and makes it even easier for parents to join your events.
Please contact us at support@openapply.com if you have any questions or concerns, or if you would like any assistance with disabling your old Zoom events or creating new events with static links.
Kind regards,
The OpenApply Team
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