Overview
A student's journey through the admission funnel involves pivotal moments, and we call these milestones. Each milestone is a distinct event, capturing crucial moments in the user's engagement with your institution, from the inception of their profile to the date of enrollment.
List of Milestones:
Milestone | Description |
Date of Inquiry | the date the student submitted an inquiry |
Application Start Date | the date the student started the application |
Application Submit Date | the date the student submitted the application |
Application Complete Date | the date the student completed the application |
Checklist Complete Date | the date the student completed the checklist |
Application Decision Date | the date the decision was made |
Admitted Date | the date the student was admitted |
Deny Date | the date the student was denied admission |
Withdrawn Date | the date the student withdrew |
On Hold Date | the date the student was put on hold |
Defer Date | the date the student deferred their admission |
Conditional Admit Date | the date the student was conditionally admitted |
Deposited Date | the date the student submitted their deposit |
Enrolled Date | the date the student enrolled in classes |
Interview Date | the date the student had an interview |
Email Unsubscribe Date | the date the student unsubscribed from emails |
SMS Unsubscribe Date | the date the student unsubscribed from SMS |
Visit Date | the date the student visited the campus |
Waitlist Date | the date the student was waitlisted |
Managing Milestones
📙 Note: You must have a milestones card displayed on your profile template. Learn more about Bolt Profile Templates.
Viewing a User's Milestones
Navigate to Contacts > People or use the search bar in the top right corner to search the student's name.
Click on their name to open the profile.
Look for the Milestones card on the user profile. You can also search for it using the search bar.
Here, you can see which milestones a user has reached and easily determine, for example, if they have started an application. Each milestone will have additional fields to collect metadata. For the “Application Start Date” milestone, for instance, that information could be which application the user started in addition to the date that the application was started.
To expand the list of milestones, click the arrow next to Activity or click the More button.
Manually Adding a Milestones
Click the plus sign from the profile card or the blue Add Milestone button from the Bolt Sheet.
Select the date, time, and type for the milestone. Based on the type you choose, you will be asked to fill in additional information.
When you're finished, click Save.
Editing and Deleting Milestones
Click the three dots to the right of the milestone you wish to edit or delete.
Select Edit or Delete.
Milestones are an important aspect of determining funnel stages and a useful way to filter your prospects and applicants. You can learn more about funnel stages here.
📙 Note: Funnel stages are based on the milestone types listed above and in that order. To qualify for a particular funnel stage, a user cannot have any milestones for further stages.