Use timeline and life events to get a 360-degree view of a constituent from your institution.
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
- Timeline
- Bring in multiple objects into one list so that staff can
reference a chronological view of the engagement of applicants or students to
evaluate the progress and take action.
Timelines enable you to:
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Create records directly from the timeline view.
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Select the most relevant engagements for display.
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Add multiple timelines to a page.
Use cases for timelines include:
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A Student Activities timeline that references cases, service appointments, record alerts, or care plans.
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An Enrollment History timeline that references academic term enrollments, learner programs, or course offering participants.
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- Life Events
- Capture and visualize important life events in a learner's
journey. Your team can deepen learner relationships by using details to identify
opportunities and devise personalized offers and engagement.
Life Events enable you to:
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Add personalized events to enrich engagement.
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Support institution-specific event types.
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Create and configure contextual actions.
Life milestones that you can track include:
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Graduation
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New job
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Marriage
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Business recognitions
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Awards
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- Interaction Summary
- Capture structured, searchable notes that use smart search
and filters. Add tags for discussed topics to create appropriate action items
all in one place.
Interaction Summary enable you to:
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Share notes easily.
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Support multiple attendees, both internal and external.
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Create reports on notes.
Use cases for interaction summary include:
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Meeting notes
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Advising notes
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Contact reports for prospect management
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Notes associated with learners and business accounts
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- Record Alerts
- Alert your advisors and staff to the changes in records that
require action so that staff can take proactive steps and leverage care plans
for a learner.
Record Alerts enable you to:
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Use flows to automate and mass apply alerts.
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Customize record alert cards by using Omnistudio.
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Customize schedules.
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Track the origin of an alert when triggered using integration with an external system.
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See Also: