Liaison EMP

Shane Mallen

Training Videos

How to set your banners in campaign settings in EMP.

Campaign Settings: Banner Settings

How to change the background settings of your Inquiry form and microsite.

Campaign Settings: Background Settings

How to set your favicon, header background or footer background.

Campaign Settings: Other Images

How to set the text colors for the microsite and the Inquiry Form.

Campaign Settings: Text Settings

How to add in your privacy policy in EMP.

Campaign Settings: Privacy Policy

Campaign Settings: Event Link Colors

How to change the colors of the primary and secondary buttons and the menu pull out tab in the microsite.

Campaign Settings: Button Settings

How to change the layouts and colors of the navigation settings in EMP

Campaign Settings: Navigation Settings

How to change the settings of the widgets including the shape, padding, spacing, color, border color and border size.

Campaign Settings: Widget Settings

How to set the viewbook templates using different layouts.

Setting Viewbook Templates

Content Management

An overview of all the settings in the Inquiry Form including the text settings, setting the Inquiry form banner, and setting your fields.

Inquiry Form: A Brief Overview

How to create fields to be used in forms such as the inquiry form, custom forms, pages, reports, to-dos, imports and exports, etc.

Creating a Field

Creating a custom form to collect data regarding something specific about the student. The data can be used to create groups, exports, etc.

Creating a Custom Form

How to create an SEM Form which will give the student submitting the form an interaction for both this form and the inquiry form.

Creating an SEM Form

How to create an SEM Form which will allow the student to sign up for an event and submit the inquiry form at the same time.

Creating an Event SEM Form

How to create a template of how you want your widgets laid out or displayed in your microsite. We also go over a few commonly used widgets.

Creating a Template in EMP

How to choose a template you've created to start adding widgets into to create a page in your microsite. This includes alternate pages.

Choosing a Template in EMP

How to create an alternate version of a page for a different group of students so that they see information geared towards that group.

How to Create an Alternate Page

How to create a new asset type and all the assets that fall under the asset type. This allows the student to flip through different assets.

Adding a New Asset Type and Assets

How to add in content to your asset pages so based on whatever asset the student selects they will see the information associated with it.

How to Add Content to Assets

How to build out an asset page so that you can lay out the asset information as you'd like it to be displayed to the user.

How to Build an Asset Page

Advanced Content Management

An overview of field filters that allow you to build groups to query lists of students in EMP.

A Review of Field Filters in Groups

An overview of the interactions filters which allows you to query the in system based on the students interactions in EMP.

A Review of Interactions Filters in Groups

An overview of the rep and ratings filters that allow you to create groups based on the assigned rep or the rating of the student in EMP.

A Review of Rep and Ratings Filters

An overview of the sources and imports filters to allow you to create groups based on the sources associated with the student or imports.

A Review of Sources and Imports Filters

An overview of the student created filter which allows you to create a group based on when the student was first created in EMP.

A Review Student Created Filter

An overview of stage changes filter so that you can create a group based on when a student has moved onto a next stage in EMP.

A Review of Stage Changes Filter

An overview of the filters that allow you to create groups of students based off of events or form payments that the student submitted.

A Review of Events and Form Payments Filters

An overview of how to create a basic group using only the rep, field, and interactions filters in EMP.

How to Create a Basic Group

How to create more intricate, advanced groups using the filters in the advanced section of the group builder.

How to Create an Advanced Group

An overview of the functions of the group builder. How to search for a group. Applying groups to pages and events.

Group Builder Overview

June 6, 2018 New Feature - Group Actions

Groups

How to create an event using the event setup, settings and form questions in EMP.

How to Create a New Event in EMP

How to Create an Event SEM Form

How to create an auto responder that one would receive after signing up for an event and how to set it in the corresponding event in EMP.

How to Create an Event Auto Responder and Set it in an Event

Events

How to create a template using the email template builder based on type and design and archive or search for previously archived templates.

Email Templates Overview

Creating an email in a campaign by adding it to the track, adding content into the email template selected and how to test/schedule emails

How to Create an Email in EMP

An overview of how to set up a new nurture campaign including tracks, tiers and setting a schedule for the nurture campaign to be sent out.

Nurture Campaigns - An Overview

Set up one time emails blast campaigns, setting up the track, adding tiers, and how to schedule the campaign for delivery.

Blast Campaigns - An Overview

Event campaigns are based on a specific event. Set up the tracks to include invitations, reminders, thank yous, and did not attend mail.

Event Campaigns - An Overview

How to create a text message to be added to a campaign. How to test the text message and schedule it to be sent.

How to Create a Text Message in EMP

How to create a voice message to be used in a campaign. How to test the voice message and schedule it to be sent out.

How to Create a Voice Message in EMP

Setting up a to-do in a campaign from the track so that once a campaign is complete for a student the rep will receive a to-do.

Setting Up A Campaign To-Do

How to create automated communication to be sent out once a student completes an interaction and how to search for ones previously made.

A Quick Overview of Auto Responders

Outreach Campaigns

How to create interactions with your leads that you can build groups from. How to apply the touch point to a particular student.

How to Create and Apply Touch Points

Permission groups are set to allow users certain access to EMP. Here you will learn how to edit or create a new group and apply it.

An Overview of Permissions in EMP

How to set up how and what you'd like to receive notifications on in EMP. How you will see and read them in EMP and how to remove them.

How to Set Your Notification Settings

You can set the access for users in order to manage the access to student forms. Users can be restricted from viewing students info on forms

Managing Form Access

How to set your rep assignments based on the criteria of how you'd like the students assigned to the reps.

Setting Rep Assignments

How to create a to-do that is triggered by a student completing an interaction in EMP to be assigned to a rep, manage and complete them.

Creating and Managing Triggered To-Dos

CRM Workflow Management

How to create a transport to send or receive files containing data to be used in imports and exports.

Setting Up a Transport for Imports and Exports

How to translate the EMP data to usable fields during an export. The export data will be mapped, but EMP values remain the same.

Creating Export Mappings in EMP

How to import a one time list into EMP by selecting the file, matching equivalent fields in EMP, & match options that populate future ones.

How to Import a One Time Data File

How to create an export of selected fields to be run daily at chosen times that are based off of a defined set of filters for students.

Creating a Daily Export in EMP

An overview of exports and how to create an export in the export builder from a group, an event, or a student list and more.

An Overview of Exports

Data

An overview of the centralized location that gives a broader overview of what all is happening in the system. Goals, interactions, and more.

An Overview of the Dashboard

An overview of a users page that includes their information, audits, managing to-dos, and a users notes.

An Overview of the User Page

How to get to a students page. An overview of their timeline, information, checklists, event registrations, communications, to-dos, and more