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Automate Application Submitted Notifications
Automate Application Submitted Notifications

Three options to keep track of submitted applications.

Ardis Kadiu avatar
Written by Ardis Kadiu
Updated over 2 months ago

Overview

Unlike in Forms or Conversations rules, there is no option within the Application module to set up automatic notifications each time an application is submitted. However, Element451 has a few recommendations, and this article covers them.


Intelligent Admissions Rules

Depending on your Decision board setup and process, setting up Intelligent Admissions rules might be the best way to notify yourself when an application is submitted automatically.

To do this, you must assign submitted applications to you or the relevant staff member, who will receive an email notification about the assignment. Just be sure to set up the rule to go into effect when the application status is submitted, and consider whether you want to have several different rules (and perhaps also assignees) for different subsets of applicants.

For this method, ensure that the person you want to be notified is also the person who needs to carry out the next step in Element451's Decision module.


Exports

The second option to keep track of your submitted applications involves Exports in the Data module. First, create a segment that captures the audience of applicants you are interested in, and be sure to add a filter for applications submitted in the last "x" days, where "x" is the frequency at which you would like to receive these updates. Then, navigate to the Data module and set up an automatic export that sends you and/or your admissions staff an email every "x" days with a CSV file of every application submitted in the specified time frame.

For more information on this method, see these articles:


Custom Dashboard

If you do not necessarily want an email about the most recent applicants but want to keep an eye on them whenever you are in Element451, consider using your Custom Dashboard.

  • First, create a Calculated Segment that captures the audience of applicants you are interested in.

  • Then, add a Dashboard card from your Overview page. We recommend a "Report" card using your newly calculated segments and any groupings that interest you!

For more information on this method, see ​Accessing and Managing Segments.


If you're interested in application analytics, check out Insights and our Applications Dashboard.


The Applications Module is included with the Element Engage package.

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