Manage trackers on DreamApply Knowledge Base

Create trackers

Mon, 01 Jan 0001 00:00:00 +0000

In most cases, you create trackers at the time you assign them — for example, when you import leads or assign trackers manually through applicant cards. In some cases, however, the tracker must already exist before you can use it. These applies to:

Trackers assigned by applicants as reference codes
Trackers linked to entry points
Trackers used in rules
Trackers assigned to leads imported from external systems

Before you begin

To manage trackers, your account must have the Superuser, Admissions administrator or Marketing administrator role or the trackers permission.

Assign trackers

Mon, 01 Jan 0001 00:00:00 +0000

DreamApply offers several ways to assign trackers:

By Administrators
By applicants
By Advisors
Through entry points
Automatically through rules
While importing leads
Via the DreamApply API

Before you begin

To assign trackers, your account must have the Superuser or Admissions administrator role or the applicants-view and applicants-edit permissions.
To set up automatic rules, your account must have the Superuser role or the rules permissions.
To subscribe to journal events, your account must have the Superuser or Admissions administrator role or the journal-view and journal-edit permissions.

Manually assign trackers (by Administrators)

Administrators can manually assign trackers to applicants through applicant cards. This method is useful if Administrators are aware that an applicant is participating in a specific campaign or was referred by a particular Advisor.

Unassign and delete trackers

Mon, 01 Jan 0001 00:00:00 +0000

In some cases, you may want to unassign and delete trackers that were previously assigned to leads.

Before you begin

To unassign trackers, your account must have the Superuser or Admissions administrator role or the applicants-view and applicants-edit permissions.
To delete trackers, your account must have the Superuser, Admissions administrator or Marketing administrator role or the trackers permission.
To subscribe to journal events, your account must have the Superuser or Admissions administrator role or the journal-view and journal-edit permissions.

Unassign trackers

You may want to remove a tracker assigned to a lead, for example, if a lead is no longer associated with a specific campaign.