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Overview
Milestones are defined as major events in the lifecycle of a user as they relate to higher education recruitment. A milestone marks the first occurrence of a particular event for a person.
Available Milestones in Element:
Created -- user profile is created
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Withdrawn Date -- the date the student withdrew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 campus
Waitlist Date -- the date the student was waitlisted
Managing Milestones
To see a user’s milestones, go to the user's record and scroll to the Milestones card. You can also search for this card using the search function.
📙 Note: You must have a milestones card displayed on your profile template. Learn more about Bolt Profile Templates.
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 (i.e. undergraduate or graduate) in addition to the date that the application was started.
You can also manually add milestones to a user’s profile. To do so, click “Add Milestone” and then choose the Milestone Type. Based on the type you choose, you will be asked to fill in additional information.
Milestones are an important aspect of determining funnel stages, 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.