To get the most out of this article, we recommend you familiarize yourself with segments and milestones first.

The funnel stage filter is a powerful segment builder in Element451. If you create a segment using a funnel stage, you will get a list of people in that stage of the higher education funnel (for example, all of the people who have submitted an application or all the admitted students who have submitted a deposit). Funnel stages are calculated using the milestones of an individual user, and the definitions of each funnel stage based on their corresponding milestones are listed below. Funnel stages are one of the most useful segment builders and should be used for exports, rules, and more.

The 12 funnel stages and their milestone properties are as follows. For a list of milestone types in order, see here.

  • Suspect: user/student has created a user profile but does not have any of the further stage milestones
  • Prospect: user/student has a “Date of Inquiry” (or Prospect, in milestones) but has not yet started an application
  • Application in Progress: user/student has started an application, but has not yet submitted it
  • Application Submitted: user/student has submitted an application, but is not yet on Hold or has not reached a decision milestone (Denied, Waitlist, Conditional Admit)
  • On Hold: user/student is on hold, but has not reached a further stage milestone (Denied, Waitlist, Conditional Admit)
  • Denied: user/student has been denied admission
  • Waitlisted: user/student has been put on the waitlist for admission
  • Conditional Admit: user/student  has been given a conditional offer of admission
  • Deferred: user/student has been admitted but they have chosen to defer enrollment
  • Withdrawn: user/student has been admitted but they have chosen to withdraw
  • Deposits: user/student has submitted a deposit but has not yet enrolled
  • Enrolled: user/student has enrolled (and reached the final funnel stage!)

Now we’ll walk you through an example of how to use the funnel stage filter. First, select a funnel stage by clicking User who has and choosing Funnel Stage for Group. Then select Applicants Submitted for Property.

Under Constraints, you can then select an Action Constraint such as “Application Term is Summer 2020.”

Next, you can add a Date Constraint like “Applications Submit Date From 10 to 0 days ago.”

Click Done and you will see a list of all the people who have reached the Application Submitted milestone for the term Summer 2020 in the last 10 days.

Pro tip: By using funnel stage properties, you can easily combine your funnel stage segments with other properties like term, major, and student type.

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