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How to assign tracker?
Demonstrates the methods to mark applicants with trackers for easier grouping and applying discounts to fees
Make sure that you have Marketing add-on enabled. (you can check it in Dashboard)
Gather institution-specific data, including:
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List of the trackers you want to use to mark applicants with
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List of agents that you cooperate with
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The logic for the trigger to assign the tracker
To assign a tracker individually:
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Log in as an Administrator
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Go to: Main menu>Browse
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Find the applicant
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Click on Applicant’s name
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Find a field “Type a tracker code to add…”
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Type a tracker code you want to assign to Applicant
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An applicant can add the tracker code during the registration by filling in the “I have a reference code: “ field
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An applicant can add the tracker code after registration, by clicking on his name at the top right corner, and then navigate to “Reference code.”
- A tracker can be assigned automatically by setting up the Rule engine. Read more here.
- The tracker can be assigned to imported leads. Learn more about how to specify the tracker code and add it to import leads.
- After configuring the Entry points, the determined tracker will be added to all inbound leads.
Assign tracker by applicant:
To assign a tracker automatically:
Assign tracker to imported leads:
Assign tracker to incoming leads (Entry point):
Having trackers assigned to applicants allows not only grouping them by for example source or fairs but also give percentage discounts to fees.
How to create and adjust advisor’s account?
