- Active Leads
- Archived Leads
- Verified email addresses are denoted with an
- Extremely useful for Recruiters since the email
- Last 7 Days
- Last 30 Days
- This Month
- Last Month
- Custom Range
- Advising Done
- Advising Needed
- Advising Not Requested
Recruit Students is an area of the Lab where recruiters can manage the information gathered from prospective students who have initiated contact with their school via the Transferology student application.
When exploring transfer options within Transferology, the student has the option to Request Information about a particular school or program. Any student request, regardless of information requested, is copied or routed to the Recruiter.
In the Transferology Lab, from the Advising & Recruiting tab, click the Recruit Students function:
Recruit Students Page
The Recruit Students page provides student information to recruiters. The majority of this page is table-formatted student information (two tabs: Active Leads and Archived Leads). Recruiters may filter this student information, as well as export information to a Microsoft Excel file:
Student information is contained within two tabs on the Recruit Students page:
The Recruiter may toggle between tabs to track student progress throughout the recruiting process.
Active Leads Tab
The Active Leads tab (default) provides a listing of information for all of the students who have initiated contact with the recruiter's school listed. Many of the text fields and buttons on the Active Leads tab are hyperlinks:
|Hyperlinks to View Profile of the recruited student|
| Email address link to send the student a message
address is valid
|Request|| MM/DD/YYYY formatted date link to view the
original student request for more information;
hover to view the student's message (if applicable)
and date/time stamp
|Type|| Type of recruiting assistance requested
The Type column contains three icons (Financial Aid,
Admissions, Campus Visit) that are color-coded to the
key in the Status box:
In this example:
NOTE: Using the mouse hover, a green checkmark
appears over black icons.
The checkmark will not stay displayed over the black
icon unless clicked.
Alternately, the Recruiter may remove green
checkmarks from icons using the hover/click
To check a student request off the list as "done":
To uncheck a student request
to make it "not done":
Note that this check/uncheck method is a simple way
for Recruiters to visually track their own workflow.
|Program||Lists the name of the Program, if applicable|
|Advise|| Displays the current status of student advising:
-Advising Not Requested
When the Recruiter hovers over the gray Advising Not
Requested flag, a blue outline appears. Upon mouse
click, the flag will turn black to indicate Advising
Needed. In this way, the Recruiter (as well as the
student) may request Advising for a student.
|Archive|| Click the Archive button to remove the recruited
student from the Active Leads tab back to the
Archived Leads tab
NOTE: Student may be returned to the list of active
recruits by navigating to the Archived Leads tab and
clicking the Archive button again under the
FilterSince the table of student information on the Recruit Students page can be quite extensive,
filtering allows the recruiter to control the display of the information.
The Filter Field is above the student information table, where the recruiter may type in a student
name, email address, or program to filter students.
The Filter box allows for filtering by date range field, with additional checkbox parameters for
filtering by student needs: Admissions, Financial Aid, Campus Visit, Veteran's Resources,
Programs, Needs Advising, and Verified e-mail Address.
Click in the date range field to view a drop-down menu of common choices:
NOTE: If you are not seeing the results you expect in the Student Recruit Info table, check the
date range filter. Excessive filtering can severely restrict match results. The default setting for the
data range filter is the past 30 days.
Some of these options (e.g., Custom Range) will prompt a monthly calendar to pop-out on the left:
Archived Leads TabThe Archived Leads tab provides a listing of information for all of the students who were moved from the recruiting Active Leads tab.
NOTE: Student information is never deleted from the Archived Leads page.
Since the table of student information on the Recruit Students page can be quite extensive, filtering allows the Recruiter to control the display of the information.
The Filter Field is above the student information table, where the Recruiter may type in a student name, email address, or program to filter students.
The Filter box allows for filtering by date range field, with additional checkbox parameters for filtering by student needs: Admissions, Financial Aid, Campus Visit, Veteran's Resources, Programs, Needs Advising, and Verified e-mail Address.
Click in the Date Range field to view a drop-down menu of common choices for date range: Today, Yesterday Last 7 Days, Last 30 Days, This Month, Last Month, Custom Range. Some of these options (e.g., Custom Range) will prompt a monthly calendar to pop-out on the left:
Export to Excel
Recruit Students contains the Export button in the upper-right part of the screen above the Filter box. Export will export the student data on the current page into Microsoft Excel, where it may be useful for implementing changes to transfer rules. The data is arranged according to the columns in the original format, but also includes some additional information, including whether the student is interested in a Campus Visit, has completed Admissions process, and needs assistance with Financial Aid.
Recruiters can analyze the student information to manage their recruitment workflow