The Account Profile tab will show you particular information about your account.

Contact - Contact information associated with your account.

Student URLs - the website addresses of various inquiry form-fills, application form-fills if applicable.

Text & Voice Messaging - This is the number that all text and voice messages will be sent from. A valid phone number is required for this portion.

Features - Shows available features you have for your particular account. The type of EMP service will indicate which features are accessible.

The ‘Users’ tab will open up user management tools in the EMP.

To add users, click the 'New User' button in the top right of the page. When creating users it is optional to send out the activation email. This will cause the user to be created, but they will be unable to login. If the activation email is not sent out initially, it can be sent (or sent again) by clicking on the email icon to the right of the corresponding user underneath the Existing Users section.

When creating users, a permission level is required. The various abilities of each permission level are described below the dropdown. Once added, a user can be modified to edit any of their details by simply clicking the pencil icon next to their email. This will bring up a dialog to modify any of the biographical information, their photo, permission level and default client account (if you have access to multiple accounts).

To deactivate a user, click on the circle with a line through it. This will remove all references of the user from the EMP. However before doing this, a currently active user must be selected to assign all to-dos, student assignments and email templates. A user can be reactivated after being deactivated.

On the bottom left side of EMP Settings, you can see the Prospect Email List. This is a list specifically for those who have opted in. These students are subject to the 6 message limit.

You can also view Invalid Emails and Email Opt-outs from here.

Under EMP Settings Permission Groups, you will be able to both create a new permission group, as well as edit/delete existing groups. This will allow you to give individualized access to certain parts of the EMP.

If you click the blue 'New Permission Group' or on the edit icon (pencil) to the right, the following window will pop up. Check or uncheck areas of the emp you would like to designate for this particular permission group and click Save.

Sources are a collection of imported lists and manually entered students. It is possible to create new sources, edit existing sources, delete empty sources and move lists from one source to another. To create a new source, simply click the ‘New Source’ button. This will open a dialog where you can name and create a new source bucket. To edit the name of a source click on the pencil icon to the right of the source name. This will open a dialog to rename the source. By default all of the sources have their corresponding lists hidden from view. To enable a list of all assigned lists click on the source name. This listing is sortable by clicking any of the table headings like Name or Created By. If a list is assigned to the wrong source, it is possible to move that list to another source by dragging the bidirectional arrow of the source to be moved into another source bucket on the page. Sources can also be deleted, but must not have any lists associated with them. If the source is empty, a trash icon will appear. Clicking this will delete the source bucket permanently.

Some sources are not available for editing. These include: Manual Entry (which is assigned to every student manually entered), Inquiry Form Fill (assigned to anyone who submitted the Inquriy Form Fill), Application Form Fill (assigned to anyone who submitted an application) and a source for each SEM form created.

The touch-points tab under EMP Settings allows for the creation, modification and deletion of touch-points that can be added to a student record’s interaction timeline. To add a touch-point, assign a Name and Point Value (either positive or negative) and click ‘Add’. Once saved it appear under the ‘Your Touch-points’ section below where it can be modified or deleted. To modify an existing touch-point, click the pencil icon on the right side of the touch-point you wish to modify. This will bring up a dialog box where you can edit the name and rating value. A touch-point can be deleted at any time by clicking on the delete icon. When a touch-point is modifed or deleted, student record rating values will be updated to reflect the change.

The Rep Assignments section of EMP Settings contains the logic that assigns users (Representatives) to student records. There are currently 8 different fields that can be used to create filters: Student Type , Major, First Name, Last Name, Gender, Country, State/Province or ZIp. Each of these filters has their own unqiue criteria. See the picture to the left to see the various filters and criteria available.

Each of these individual filters are assigned to a filter group. Each group of filters have a rep that is assigned if all of the group filters and their criteria are met.

Individual filters and filter groups can be placed in different order by dragging and dropping (via the bidirectional arrow icon to the left) the desired filter or filter group to the new location.

The logic of the assignment works from top to bottom. When a student record is being assigned, the rep assignment service will check the topmost filter group first. This is the first evaluation. If the student record matches ALL of the filters and their criteria in the first evaluation, then it will be assigned to the rep of that filter group. Otherwise it moves to the second evaluation (the the filter group directly below the top filter group). The rep assignment service will go through every filter group until it finds a group that matches all of the filters criteria. If there is no match after checking all of the filter groups, the student record will be assigned the default rep.

If making changes or additions to any element of this page, use the ‘Save filters’ button to update assignments going forward. Please note that this does not retroactively change any assignments that have been made prior to the change. To rerun assignments for all student records with the most recent  settings click the red ‘Apply filters’ at the top of the page.

The email settings section of EMP Settings contains the email settings that will be used by default for every new email track. These options can be overwritten at the track level. Please note that the ‘From’ option may not be used unless you have worked with Spectrum to setup custom DNS records for your domain.  Please contact your Spectrum account representative if you would like more information on how to do so.

The Core System Values section of EMP Settings contains the entry year/term manager and the student type manager.  

To add either a new entry year/term or student type, enter the desired item into the box and click add. This will add it to the table to the right.

Delete an entry year/term or student type by clicking on the trash bin icon.

Both entry years and student types can be added to the system, but not made available for students to see or select. Use the on/off toggle to choose whether or not to display these options to students. If ‘on’ is chosen, the value will be available to students to select.

The Field Manager section of EMP Settings allows for the creation, modification and deletion of student record fields. Any field that is available under the student record information section are found here. Any new fields added from the Field Manager will show up under the ‘Extended’ tab.

To create a new field click on the  blue ‘+New Field’ button in the top right corner. This will open a new dialog with options for the new field. The label option is the name of the field. The Field Category is what kind of data/options this field will have. For Classification there are currently two options: Student and Parent. The last option, Variable Field, allows for the use of this field in content such as emails or web-campaign pages.

The EMP Settings pages contain configuration options that affect the system in various ways.

EMP Transports are defined FTP or SFTP connections. Transports are used when importing or exporting large datasets. To create a new transport for use in importing or exporting, click the blue ‘New Transport’ button. Doing so will open a dialog window with configuration options for the new transport.

Name - This is the name of the transport. It is a best practice have a descriptive name for the transport to avoid future confusion.

Protocol - This open defines which protocol, FTP or SFTP, to use.

Host - This is the remote server to be connected to. Use either a FQDN or IP address.

Port - Most FTPs use port 21 and SFTPs use port 22. If you are not using a standard port, enter the port here.

Directory - If you wish the transport to enter into a particular directory (or folder) when depositing or picking up files, enter the path here. Make sure to include the a leading and trailing /. An example path would look like: /files_to_emp/imports/

Username - This is the username to log into the FTP or SFTP

Password - This is the password to log into the FTP or SFTP

If using a SFTP with key based authentication, upload the appropriate key file here. After the key file is uploaded, the password field is disregarded. Once uploaded, it is possible to delete a key file by clicking on the X icon next to the filename. Doing so will reenable the password authentication method.

Once the connection details are set, use the red ‘Test’ button to test the connection. A success or failure message will appear at the top of the dialog window. Once done, click the blue ‘Save’ button to save the transport and close the dialog box. A transport can be edited or deleted at any time by clicking the pencil icon to edit and the trashcan icon to delete.

The Label Manager section of EMP Settings allows for the creation, modification and deletion of labels. Once created, labels can be attached to groups, SEM forms, to-dos and notes for quicker sorting and filtering of these items.

To add a new label, click ‘+ New Label’. This will open a dialog to name the label and choose a color for it. Once created, it will appear in the table below. A label can be edited at any time by clicking on the pencil icon. To delete a label click the trash bin icon. Deleting a label will remove the label from existing items that have been assigned the label.

The Triggered To-dos section of EMP Settings allows for the creation, modification and deletion of triggered to-dos. These may also be referred to as automated to-dos. Triggered to-dos work by creating a to-do automatically after a certain action or criteria is met by a student record. A triggered to-do can be modified at any time by clicking the pencil icon. To delete, click the trash icon.

Auto-responders are template designed emails that get send back to the student after an action is performed. For example if you plan to send out a voice message, you can have an email be automatically sent to follow, or to precede. In addition when a student fills out an inquiry form, you could have a particular email that is sent to them.

Name - This is the name of the form. Be sure to be descriptive, as this is for internal use only.

Media - Presently email is the only option for an autoresponse

Interaction Type - This is the type of interaction that takes place before the Auto-responder sends out a message

Active - this is a toggle switch to choose if the Auto-responder is set to on or off

Actions - The pencil icon will edit your responder, and the trashcan icon will delete.

These are specific custom error messages that pertain to a particular action that resulted in an error. For example if they provided an invalid email.