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IOS Business Process Overview [1]

November 30, 2023 by m.essa [2]

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.

Learn More [3]

 

 

Related Wiki Posts

  • Intro to the Integrated Online Services Salesforce [3]
  • Data Model and Tooling Overview [4]
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Source URL:https://www.cu.edu/blog/integrated-online-services/ios-business-process-overview

Links
[1] https://www.cu.edu/blog/integrated-online-services/ios-business-process-overview [2] https://www.cu.edu/blog/integrated-online-services/author/108091 [3] https://www.cu.edu/blog/integrated-online-services/intro-integrated-online-services-salesforce-org [4] https://www.cu.edu/blog/integrated-online-services/data-model