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Getting Started with Organizations

Using organizations helps users to segment certain groups of individuals with specific attributes.

Eric Range avatar
Written by Eric Range
Updated over 3 weeks ago

Available in Element Core. See our packages overview for details.


Overview

Organizations in Element451 are a way to group contact records with an organization-person relationship with one of the following relationship types: student, employee, or contact.

Generally, organizations are external to the institution, although you could use organizations to track groups within your institution as well. For example, you might create organizations for feeder high schools/colleges, community-based organizations, professional organizations, corporations/businesses, and independent college counselors.

Key Features

  • Organizations can include relationships as students, employees, or contacts, allowing for diverse grouping within your institution.

  • Organizations come with Bolt UI components, enabling inline editing of field tabs, adding custom labels, icons, and names, and seamless data entry with autofill capabilities (e.g., automatic address population).

  • You can perform full segmentation searches within Organizations, such as filtering by term, territory, or school, for precise data targeting.

  • Organizations can be assigned to specific internal users, facilitating a seamless, personalized, and branded experience.

  • Create targeted communications with organization members using specific triggers, actions, or milestones for automated and efficient outreach.

Accessing Organizations

Navigate to Contacts > Organizations.


Organizations Settings

Before you can start utilizing Organizations, you need to configure your organization labels and types. You must have the Administer Organizations permission to add/edit these settings.


Creating + Managing Organizations

Easily add new organizations manually or via CSV import, update details, and manage members using the familiar Bolt UI.

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