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Kevin Piersialla
| Slide 1 |
Regional Director
- EMEA

Top 10 tips and tricks for using OpenApply!

1.
2.
3.
4.
5.
6.
7.
8.
9.
10.

Linking Parents / Siblings

Merging Applicants
Tag rules
Custom Filters
Online Application vs Paper Application
Office Use Only fields & forms
Status Levels
Enrollment Analytics
Bccing emails into OA
Scheduled Exports

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| Slide 2 |

1. Linking Parents / Siblings

Applicant Profile > Edit Parents > Link Parents

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| Slide 3 |

1. Linking Parents / Siblings

Applicant Profile > Edit Parents > Link Parents

Link Parents to students

Connect Siblings
Remove duplicated parents

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| Slide 4 |

2. Merging Applicants
Applicant Profile > Edit Applicant > Merge Applicants

@openapplyteam
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| Slide 5 |

2. Merging Applicants
Applicant Profile > Edit Applicant > Merge Applicants

@openapplyteam
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| Slide 6 |

3. Tag rules
Settings > Forms > Tags

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| Slide 7 |

4. Custom Filters
Applicants > Filter > Save Filter Settings

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| Slide 8 |

4. Custom Filters
Applicants > Filter > Save Filter Settings

@openapplyteam
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| Slide 9 |

5. Online Application vs. Paper Application

Settings > School Settings > School Information

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| Slide 10 |

Paper Application
Applicant Profile > Export to PDF > Application form

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| Slide 11 |

Online Application
Applicant Profile > Export to PDF > Application form

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| Slide 12 |

6. Office Use Only fields & forms

Settings > Forms

@openapplyteam
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| Slide 13 |

7. Status Levels
Settings > Admissions > Status & Notification

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| Slide 14 |

7. Status Levels
Settings > Admissions > Status & Notification

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| Slide 15 |

8. Enrollment Analytics
Dashboard > Enrolment

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| Slide 16 |

9. Bccing emails into OA

Profile

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| Slide 17 |

9. Bccing emails into OA

Dashboard

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| Slide 18 |

10. Scheduled Exports

Settings > Import & Export > Export

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| Slide 19 |

10. Scheduled Exports

Settings > Import & Export > Export

@openapplyteam
#oaconfbcn

| Slide 20 |

Sample Accounts
Avenor College

https://ac.openapply.com/

Pechersk School International

https://pechersk.openapply.com/

Copenhagen International School

https://cisdk.openapply.com/

St. Stephen's School

https://sssrome.openapply.com/

The British School of Milan Srl

https://bsom.openapply.com/

International School of Lausanne

https://islausanne.openapply.com/

American School of Madrid

https://asmadrid.openapply.com/

International School of Luxembourg

https://islux.openapply.com/

Ryde School with Upper Chine

https://rydeschool.openapply.com/

International School of Krakow

https://isk.openapply.com/

American School of Warsaw

https://aswarsaw.openapply.com/

St. Stephen's School Rome

https://sssrome.openapply.com/

@openapplyteam
#oaconfbcn

| Slide 21 |