Overview
Organizations in Element451 are a way to group specific people records. Those people records have 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 (CBOs), professional organizations, corporations/businesses and independent college counselors.
Before Getting Started with Organizations (Admins)
Before utilizing Organizations, your Element451 administrator should configure the following in Organizations Settings:
Organization Labels
Organization Types
Creating Organizations
There are two ways that organizations can be added to Element451.
Option 1: Manual add - select "+ New Organization" blue button.
Complete the required fields to add a new organization manually.
Option 2: Import .csv - select "Import Organizations" and download the .csv template, fill in the template with data, and re-upload into Element451. When uploading into Element451 users can choose how to update between these options:
Insert new
Update existing
Insert new and update existing
Field and Search Capabilities in Organizations
The relationships within organizations can be student, employee, or contact.
Organizations contain Bolt UI components, making it possible to inline edit certain field tabs, add custom labels, add custom icons or names, and do quick, seamless entries that also can autofill (i.e., addresses will auto-populate).
Within Organizations, users can do a full segmentation search. For example, an organization search specific to the intended term, territory, or school.
An organization can be assigned to a specific user, which allows for a more seamless, personalized, and branded experience.
Communications with members of a specific organization can be created to work with specific triggers, actions, or milestones.
Adding Organization-People Relationships
More coming soon...