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IOS Business Process Overview
November 30, 2023 by m.essa
The map below generally shows how a lead travels through our internal systems, and what major events happen at each milestone.
IOS Business Process Map
Prospect Starts RFI
- Once a lead has entered our system through any given lead source, a Contact record is created or updated in Salesforce.
- The values they selected on the RFI form will be populated in the "Program of Interest" and "Specialization" fields on the Contact record.
- Depending on the Program of Interest/Specialization selection, the prospect receives an automated response, thanking them for their interest.
- Depending on the Program of Interest/Specialization selection, the prospect is entered into a drip campaign.
- Depending on the Program of Interest/Specialization selection, the prospect is sent to a third-party call center for qualification.
- The prospect can be contacted by a campus-based Enrollment Navigator
Prospect Starts Application
- A contact is found or created via email lookup.
- The "Primary Academic Program" and "Student Status" fields are updated on the contact record.
- An "Application" record is created or updated, and associated with the contact record.
- The prospect can be contacted by a campus-based Enrollment Navigator.
- Depending on the Program of Interest/Specialization selection, the prospect exists a drip campaign.
- Depending on the Program of Interest/Specialization selection, the prospect is sent to a third-party call center for Enrollment Navigation.
- Miscellaneous application and enrollment communication is triggered or sent.
Applicant Matriculates
- A Contact is created or updated via email lookup.
- The "Primary Academic Program" and "Student Status" fields are updated on the contact record.
- An Application is created or updated via a unique identifier.
Student Enrolls
- A Contact record is updated or created via email lookup.
- The "Primary Academic Program" and "Student Status" fields are updated on the contact record.
- A "Program Enrollment" record is created or updated and associated with a contact record.
- The student can be contacted by a campus-based Success Coach
To learn more about how data is stored and labeled in our Salesforce, click below.