Upload Leads from Spreadsheet
About uploading leads from spreadsheet
You can upload a spreadsheet of people interested in attending your institution to Campus Cafe. The leads may come from another system or you may wish to create them from a file of test scores, like Advancement Placement, because submitting scores likely indicates an interest in your institution.
When you upload leads, Campus Cafe creates new inquiry records for individuals without existing records in Campus Cafe. Existing records won’t be updated; however, if selected, an associated activity tracking template will be added to any existing records. The holding table isn’t used in this process.
Don’t use this process if you want to upload applicants for admission. Instead, use the Portal Form Upload process.
Prerequisites
Configure column mappings that tell Campus Cafe which column in the spreadsheet equates to each data element. For example, first name, last name, birthday, etc.
When you upload records, you can tell Campus Cafe to attach one or two activities to the person. Each activity contains a source field you can use to track the source of the lead. For example, online ad, radio ad, college fair, etc. Define these sources using STParm XXSCNO.
Required permissions
Module | Number | Description |
|---|---|---|
Admissions | 745 | Upload spreadsheet |
Upload leads
Go to Admissions > Leads & Scores Upload.
Mapping: Select the Mapping Name associated with the file layout you will be using. Required.
Send results to this email address: The results of the upload, including records unable to be matched to existing people, will be emailed to this address upon completion of the process. Required.
Inquiry Semester: If a new person record is created, an inquiry will be created indicating the individual has expressed interest in this semester. The semester must exist in Registration Control. Optional.
Progress Code: For scores with individuals not already in Campus Cafe, the system will create a new record and assign the admissions progress code selected here. Only progress codes L (lead) and I (inquired) are supported. The admissions progress codes of existing individuals will remain the same. Optional.
(Source) Tracking Template: People you upload will have this activity assigned to their record. You may wish to select an activity that identifies the source of the leads. For example attaching an activity tracking template that indicates the lead came from your online advertising campaign. Optional.
Second Tracking Form: People you upload will have this activity assigned to their record. For example attaching an activity that indicates the leads are all interested in your soccer team. Optional.
Score Type: Indicates the score type - for example ACT, Advanced Placement, International Baccalaureate, SAT, etc. - associated with scores being uploaded from the spreadsheet. Required if uploading test scores. Otherwise optional.
Secondary Source: If you selected an activity tracking template in (Source) Tracking Template or Second Tracking Form the option you select here will show in the activity’s Source field. For example, your activity tracking template may be that you solicited the lead from your overarching online advertising campaign whereas the secondary source specifies the lead came from advertising on a scholarship website.
Click Browse and select your file containing the leads.
Click Submit. The process runs in the background. You may leave the page or log out of Campus Cafe. An email will be sent when the process completes.
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