Liaison EMP

A primer on privacy-related topics and best practices with Liaison's Enrollment Marketing Platform.

Data Privacy & EMP

Greg Dooney

Matt Baker

Export your campaign and track data as a csv file.

How do I export campaign data and statistics?

Campaigns

Do withdrawn students receive any communications?

What is the difference between Search and Requalification and which students should receive which campaigns?

How do I edit a record’s PURL?

How do I import touch points?

How do I take out the +4 on zip codes in records for an export?

What happens when a student opts out of emails?

How do I update rep assignments and reassign to-do’s and notes?

How do I delete or deactivate a student record

Email Opt-outs

Edit Student Data

Student Stages

Admissions Rep Assignments

Edit a PURL

Add a Single Student

Student Records (data)

Triggered To-Do’s – Common Uses

How can I control which users can see information submitted through forms?

Notification Settings

Creating, editing and assigning User Permission Groups

Create New Data Fields for Student Records

Can I create custom categories for my fields?

EMP Settings

Remove Majors no longer offered, from Inquiry Form

How do I show different forms to specific groups or stages?

Displaying different field names on student forms

How do I create a form using the Form Builder and add it to the PURL?

How do I build a form that allows students to upload materials that I can access through their record?

How can I track the success of custom online ad campaigns with SEM Forms?

SEM Inquiry Form Defined

Entry Years included on Inquiry Forms

PURL Forms

Dynamic Banners for PURL

Upload primary PURL Banner

PURL (Personal URL) Settings & Graphics: Web Campaigns

PURL Viewbook – Troubleshoot Static Page Display

Selecting and Creating Viewbook Page Templates

PURL Viewbook – External Links

PURL Viewbook – Create Exclusive Pages for Group of Students

PURL Viewbook – Create/Edit Viewbook Home Page

How do I update videos on the PURL home page?

How do I create/add a static page to the online viewbook?

PURL Viewbook

PURL Viewbook Assets – Create Asset Types and Assets

PURL Viewbook Assets – Configure YouTube/Vimeo

PURL Viewbook Assets

How do I monitor sub-stages using groups?

How do I change the columns displayed when viewing a group?

How do I filter groups by user and by label?

Filters vs. Groups

What are Groups?

Build/Edit Groups

Groups of Students

How are events sorted?

Repeating Events

Remove/Edit Student’s Event Registration

Create/Edit an Event

Registering a single student for an event

Create and Edit To-Do’s through the Calendar

Can I set up the Schedule a Campus Visit to only display dates that are X days out from the current date?

FAQ

Data Privacy & EMP

Campaigns

Student Records (data)

EMP Settings

PURL Forms

PURL (Personal URL) Settings & Graphics: Web Campaigns

PURL Viewbook

PURL Viewbook Assets

Groups of Students

Events

General Use

Email