FOUNDATION CRM Events
Calendar Integration in Full Fabric's New Email Editor
We're thrilled to unveil a major enhancement to our ongoing development of Full Fabric's new email editor: the ability to include links allowing recipients to effortlessly add events to their Google, Outlook, Office 365, Yahoo and/or local calendars. This makes it easier for recipients to remember and plan for your institution's upcoming events, increasing the likelihood of attendance. If you're part of our beta testing group for the new email editor, discover how to incorporate these links into your email templates by checking out this informative Help Centre article. If you're not, keep an eye out for the forthcoming wide release!
FOUNDATION CRM Lead Management
Build Segment Automation Workflows
Revolutionise your outreach strategy by harnessing the flexibility of our sophisticated segmentation builder to send automatic communications tailored to a myriad of criteria, either singularly or in tandem. Options span nationality, source profile, lifecycle state, associated classes, last login date, application completion rate, and beyond—targeting possibilities are almost endless!
Crafting a segment workflow is straightforward: just head to the shared segments page, open an existing segment or create a new one, adjust the segmentation rules as needed, and then move on to the "Automation" tab (positioned after "Builder"). Here, you'll find all the tools you need to create an automation workflow.
Several actions are available: "Send email to profile," "Send email to staff," "Send SMS message to profile" (requires integration with Bird), "Add tag to profile," and "Wait."
The new "Workflow" filter on the list of shared segments is the icing on the cake. With options for "Has a workflow" and "Does not have a workflow," this filter permits the quick identification and access of segments that are actively engaging with profiles versus those intended for consultation only.
FOUNDATION CRM Lead Management
Secure Edit Mode for Shared Segments and Automation Workflows
To prevent accidental changes to shared segments and automated workflows of any kind, editing is now disabled by default. To make edits, click the new "Edit segment" or "Edit workflow" button. Then, once you’re done, click "Save changes" or "Cancel editing" to confirm or discard your updates. This added security ensures your configurations remain intact unless intentionally modified.
FOUNDATION CRM Lead Management
Create Your Own Activity Note Types
Full Fabric now empowers staff users with the freedom to create their own latest activity note types, surpassing the predefined options (note, email, call, voicemail, lunch, and meeting), to more precisely record and track their wide array of activities with applicants and students, such as one-to-one meetings, CV reviews, WhatsApp calls, and so on. To do so, simply navigate to "General settings," go to "Profiles," and then jump to "Latest activity." Next, click the "Add a new activity type" button and follow the onscreen instructions. You can rename and delete custom activity types, but you cannot do the same for the default ones.
FOUNDATION CRM Lead Management
Track Your Marketing Success with UTM Code Reporting
Understand how well your institution's marketing and advertising efforts are performing with our new UTM code report. Access it by going to the "All profiles" page, clicking the vertical ellipsis icon, and selecting "Export UTM lifecycle attribution report." The report, which is available for download in CSV and Excel format, enumerates every UTM campaign executed thus far, including the respective name (e.g., "educations.com: Primrose Business School programmes"), source (e.g., "MSc in Global Business Management"), medium (e.g., "Click from educations.com"), total number of unique clicks, and, for clicks that were successfully linked to profiles, the number of unique profiles and their breakdown by lifecycle state. Please note that the number of clicks can be greater than the number of profiles, as not all clicks result in sign-ups.
FOUNDATION CRM Lead Management
New Advertising Cookie Type for Enhanced Consent Management
In response to Google's recent update to their consent mode, which introduced a more granular cookie consent type and limited our use of Google Tag Manager, we've created a new cookie type: advertising. When accepted, this cookie type fires the Google Tag Manager container and grants consents for "ad_storage," "ad_user_data," and "ad_personalization." To start requesting consent for advertising cookies, simply enable them and add a description on the cookies policy page. If you are unsure how to do this, don't have the necessary access, or need any help, please reach out to us at support@fullfabric.com.
FOUNDATION CRM Lead Management
Improved Cookie Policy Modal Emphasising User Customisation
We have replaced the line "For more information, visit our cookie policy here" in the cookie policy modal with "Click here to manage your cookie preferences and for further information." This revision aims to highlight the option for users to customise their cookie preferences while also accessing additional information, and it is applicable across all languages in which Full Fabric is available.
FOUNDATION CRM Lead Management
Streamline HESA Reporting with Full Fabric
We are delighted to announce that Full Fabric supports the automatic generation of the Higher Education Statistics Agency (HESA) report collected from UK higher education institutions by pulling student and programme data from the platform into a pre-configured XML template. Please contact us if you’re interested.
ORIGIN Applications & Finance
Detailed Payment Information Now Available on Flywire's Dashboard
For those using Flywire as their payment gateway or considering it, Full Fabric has enhanced its integration to transfer more comprehensive payment information. This helps schools effectively follow up on payments and adhere to local legal requirements. The current details sent to Flywire for each application or tuition fee payment include the following: first name, last name, email address, student ID, payable ID, description, programme name, and payable type.
ORIGIN Applications & Finance
Improved Security for Flywire Integration
As part of our commitment to security, integrating Flywire with Full Fabric now necessitates the use of your account's shared secret code.
ORIGIN Applications & Finance
Let Candidates Pay Payment Plan Fees on Application Forms for Friction-Free Enrollment
Attention institutions that enforce study contracts and deposit payments for enrollment: applicants can now clear payment plan fees directly on application forms to enjoy a more seamless experience, just as they could already liquidate application fees. Unearth the ins and outs of this convenient feature in the present Help Centre article.
ORIGIN Applications & Finance
Allow External Payers to Foot Tuition Fees
We have fantastic news for students funded by third-party sponsors, such as employers or doting parents! With just a few clicks, students can now effortlessly send a request via Full Fabric for a designated sponsor to cover a payment plan fee on their behalf. Following this, the recipient will receive an email with a payment link, and the student will be notified by email once the payment sails through. Learn everything you need to know about this game-changing feature here.
ORIGIN Finance
Publish and Unpublish Payment Plans in Bulk
If you process tuition fees in Full Fabric, you'll be happy to know that we've introduced the ability to publish and unpublish payment plans in bulk to save time. There are two easy ways to accomplish this. To automate payment plan publishing, select "Yes, publish the payment plan as soon as it gets created" in the "Create payment plan" workflow action. Alternatively, head to the payment plans list, press "Update status" in the top-right corner, and select "Publish payment plans" or "Unpublish payment plans" as needed. The second approach affects only the payment plans currently on display, subject to any applied filters.
ORIGIN Automations & Finance
Filter the List of Payment Plans by Lifecycle State
Henceforth, clicking the "+ Add filter" button in the payment plans list will reveal an additional item: "Lifecycle." Tap it to choose one or more lifecycle states, refining the list of payment plans accordingly. This filter serves a variety of purposes, one of which is to facilitate the smooth transition of applicants with paid deposits to a more advanced lifecycle state (say, from applicant::accepted to student::enrolled), to name just one example.