The most common reason for Intake not to be active is the incorrect start date. To create the new intake and activate it in the system click on My institution > Intakes > “+ Add new intake”. For more information click here
When logged in as an administrator, go to My Institution > Programmes and find the programme you wish to edit. Click the name of the programme and start editing. Remember to save changes. Read more here
When logged in as administrator, go to My Institution > App forms and find the app form you wish to edit. Click the name of the app form and start editing. Remember to save changes. For more information click here
When logged in as an administrator go to System > offer types, choose an offer type, click the right button to edit, scroll down till “offer letter templates” and edit content. For more information click here
When logged in as an administrator go to Automation > Rules and click on “+ Add new rule” to create new rule engine. If you would like to edit the rule, then click on “Edit” button and adjust the “Trigger event”, “Condition” and “Action”. Read here more about the rules.
Most likely there is an unresolved task or a deadline for application has passed. The applicant needs to log in and confirm fulfilling the task and try again to submit his application. If applicant has resolved the task but applicatio is still blocked, then applicant forgot to click on submit (resubmit). Simple, click the submission button and problem will be solved.
Each and every template in the system (offer letter, letterhead, templates) has a button “+ inster a marker”. While working on template, click on “inser a marker”, choose a content marker and add it in the text. You will see the result of your work after you render a message or a letterhead.
There are three different option to freeze or unfreeze application. 1. To FREEZE or UNFREEZE a single application you need to VIEW it and find FREEZE/UNFREEZE button on the left of the screen. Read more here 2. Automatic application freezing can be set in System > Offer types > edit offer type which should freeze an application. Read more here 3. Click on Automation > Rules > add new rule to freeze/unfreeze applications automatically. Read more here
To create the template for automatic invoices click on Finance > Invoice templates > “+ New invoice template”. From Finance > Invoice series, you can create the logic of how to generate invoice numbers. If you tick “Blocking invoice” box in the invoice series, then every applicant with unpaid invoice, using the serial number will be blocked. Read more here about invoice templates. Read more about series. Please contact our team to create the trigger for autoamtic invoices.
DreamApply offer the various marketing tools. The most popular one is “Entry point”. From side bar go to Marketing > Entry point > “Add new entry point”. By using “Entry point” you can identify the visitors, track the leads and force them to a specific region. You can read more information here
To submit the application, applicant has to pass three steps - create account, create application and submit chosen study programme (application). For each step, system assignes unique ID codes to the account, application and submitted study programme. You can read more details here