What's New in OpenApply

CRM Updates

Contacts can now be tagged like other accounts:

Additionally, Gender and Date of Birth have been added as options for the Contact Form.

Latest Activity

We also improved the loading of the Latest Activity on the dashboard–a spinner will show when the page is loading for accuracy.

Broken status history filter

Use this filter on any roster to find accounts with a broken status history.

1. On any roster, select Filter > Status > Broken Status History, then Filter Results.

   

• If you select only Broken Status History, the filter lists all accounts with a broken status history, whatever their status.
• If you also select a status, the filter lists accounts with that status and a broken history, for example all Admitted accounts with a broken status history.

Custom date filter

The Date Range filter on every roster now includes Custom Date. Use it to search for dates outside the status milestones already in the filter.

1. Select Filter > Custom Date and select Enable.

2. Choose a form, any date field in that form, and the date criteria you want to filter for.

   

Tags filter

In Filter > Tags you can now filter with and/or logic, to find accounts that have any of the selected tags or all of them.

File export

You can now export individual files that parents submitted as checklist items. For example, selecting checklist items shows a dropdown where you choose the files to export. This helps you organise digital files and saves time sorting through folders.

1. Go to Settings > Import & Export and select File Exports.

2. Select Select Files and choose the documents you want.

   

Parent Note notifications

Parent Note notifications now include the student's grade, so admins can see which grade the student is applying to and whether the note is relevant to them.

Feeder School

You can now clear students' Feeder School reference forms and statuses in bulk to collect new ones. On the roster, select Send Reference Request > Reset Reference Form and Status.

CRM updates

• Scheduled email campaigns: choose the start and end dates for a campaign, or make it a one-day campaign. Go to your Email Drips to use this.
• Tags on Alumni forms: you can now add tags to Alumni forms, as with other forms. See Automatically Tagging Applicants.

CRM Updates

Some exciting CRM updates include:

a. After the Convert to Inquiry update, it's now also possible to convert a Contact into an Applicant on the Contact's profile.

b. New Analytics in the Email Campaign Settings will allow admins to track open rates, click rates and unsubscribe rates. You can access this directly via Settings>CRM Preferences>Email Campaigns. Select more stats to review the statistics:

To learn more about Email Campaigns, refer to our guide: Email Campaigns

Status levels can be rearranged according to the user’s preference. If you would like to edit the chronological order of sub-statuses, simply click the status title to drag it anywhere on the list:

For the Event form, admins now have the ability to remove the submission page for parents so they can submit the form more easily. This option can be selected directly on the Event form settings:

For schools in China, the WeChat Contact Form has been updated to include Campuses 校区, Nationality 国籍或地区 and Referral Source 推荐来源 fields. A Capacity field to register the number of attendees has also been added to the WeChat Contact Form.

Admins are now able to choose a maximum capacity of attendees.

Event form updates

The event sign-up form now includes:

• A submission page. After submitting, parents see a page confirming their event was scheduled.

  

• A progress bar.

• Field highlighting. Fields highlight when a user hovers over or selects them, making the form easier for parents to fill in.

Other form updates

• The Tour form now has a default number of parents.

  

• Forms show the Grade field even if only one grade is enabled in Settings > Programme.

• Academic years are listed in descending order.