You can add interests to your inquiry forms so your users can specify the programs/activities in which they are interested or would like to receive more information about.
The Inquiry Manager can enter the interests (Soccer, Journalism, Painting, etc.). After the interests are created, the Inquiry Manager selects the interests that should appear on each form. Interests are organized in categories.
To add interests:
- From the persona menu, select onMessage, or, if onBoard is installed, select onBoard
- Click Inquiry under Settings
- Click Admissions Inquiry Interests, then click Add
- Enter the following information for the interest category:
Sort Order: Enter the order in which the categories should be listed. If no sort order is specified, the categories will be listed alphabetically
Category Description: Enter the name of the category (for example, Athletic Interests, Art Interests, etc.)
Number of Interests: Enter the number of interests that you would like to associate with this category
- Click Next.
- Enter the following information for the interests:
Sort Order: Enter the order in which the interests should be listed. If no sort order is specified, the interests will be listed alphabetically.
Description: Enter the name of the interest (for example, Soccer, Journalism, Painting, etc.).
Inactive: Check this option if the interest should not be available to use on inquiry forms.
- Click Delete to remove an interest or click Add Another Interest to enter additional interests.
- Click Save & Exit.
You can then click Edit next to the category to update the category or interest fields, or to add additional interests to a category.
Once a candidate fills out their interests on the Inquiry Form, these will populate into the Interest section of the candidates profile.
To manage a candidate’s interests:
From the persona menu, select onBoard
Use the Find A Candidate search, or select a candidate from the Recently Viewed/Recently Added tabs
On the Record tab of the candidate’s profile, click Manage in the Interest section
Save any changes made to the candidate’s interest