Maintaining enrolment enquiries

When someone makes an enquiry about enrolling a student at your organisation, you enter some of the basic details into Synergetic. You need to record the enquirer's name and address details at least, so that you can send out a prospectus.

You can then transfer the name and address information from all the enquiries you have received into Microsoft Word, and use the mail merge facility to send out a standard letter and prospectus.

You can use these details to send out other correspondence. For example, you can easily send out information about open days to all people who have made an enquiry in the past.

Enrolment Process flow chart

How to:

Search for an enquiring student on the system. See Searching for enrolment enquiries.
Create a new enquiring student. See Creating new enrolment enquiries.
Create a prospectus letter. See Creating prospectus letters.
Add an activity for the enquiring student. See Creating activities.
Modify an existing activity. See Modifying activities.
Import an application through an online program, such as through a page on your organisation's website. See Processing online applications.

What you can do:

What you can do...	See...
Maintain personal details about the student who is enquiring about enrolling at your organisation.	Enquiry Student Maintenance - Student tab
Maintain: original date of enquiry and priority preferred enrolment details.	Enquiry Student Maintenance - Enquiry tab
Maintain the: source of the enquiry student's current or previous school.	Enquiry Student Maintenance - Source tab
Maintain second and third enrolment preferences, should the enquiring student's first choice not be available.	Enquiry Student Maintenance - Supplemental tab
Maintain and view a list of scholarships that the enquiring student has applied for or been awarded.	Enquiry Student Maintenance - Scholarships tab
View and maintain activities for the enquiry student.	Enquiry Student Maintenance - Activity tab
Maintain contact details for the student's primary contact.	Enquiry Student Maintenance - Contact tab
Maintain details about the spouse of the primary contact.	Enquiry Student Maintenance - Contact Spouse tab
Maintain address details for the primary contact.	Enquiry Student Maintenance - Contact Address tab
View details about the siblings of the student.	Enquiry Student Maintenance - Siblings tab
Maintain comments about the student.	Enquiry Student Maintenance - Comment tab
Define your own tabs or programs within Synergetic.	Enquiry Student Maintenance - User Forms tab
Create a letter to send out to prospective students.	Creating a prospectus letter

Last modified: 14/01/2015 1:06:41 PM