Admissions & Applications

5 modules · 46 features

Multi-step application templates

Create application forms with multiple configurable steps/tabs that guide applicants through the submission process in a structured manner.

Configurable tabs and sections

Define custom sections within applications (e.g., Personal Info, Academic History, Documents) that can be reordered and customized per programme.

Template activation and preview

Enable or disable application templates and preview how they appear to applicants before making them live.

Template duplication

Clone existing application templates to create new ones, preserving all configuration and reducing setup time for similar programmes.

Premium feature indicators

Mark certain application features or programmes as premium/featured to highlight them in the product catalog.

Application fee configuration

Set up application fees per template with configurable amounts, currencies, and payment timing (before/after submission).

Payment plan association

Link payment plan templates to applications so applicants can see and select their preferred payment schedule during the application process.

Digital signature requirements

Configure applications to require digital signatures via DocuSign or PandaDoc before final submission.

Reference request configuration

Define how many references are required, set up reference templates, and configure automatic or manual sending of reference requests.

Kira video interview integration

Embed Kira Talent video interview assessments directly into the application workflow for asynchronous candidate evaluation.

Document requirement configuration

Specify which documents (transcripts, CV, portfolio, etc.) are required or optional for each application template.

Application submission workflow

Guide applicants through completing all required sections, validating data, and submitting their application for review.

Application state machine

Track applications through defined states (draft, submitted, under review, paid, signed, accepted, rejected, enrolled) with automatic transitions.

Application viewing and filtering

Browse all applications with filters by state, programme, submission date, and custom fields; includes search and bulk selection.

Application document management

Store, organize, and review all documents attached to an application including uploads, generated PDFs, and signed contracts.

CV/resume upload with resumable uploads

Support large file uploads that can resume after network interruptions using the Tus protocol for reliable document submission.

Reference request system

Send automated emails to referees with secure links, track response status, and collect confidential reference letters/forms.

Reference tracking and reports

Monitor which references have been requested, sent, completed, or are overdue across all applications with summary reports.

Video interview handling

Manage Kira interview assignments, track completion status, and access recorded interview responses for evaluation.

Application evaluations and scoring

Assign applications to evaluators, collect scores on customizable rubrics, and aggregate results for admission decisions.

Bulk application operations

Perform actions on multiple applications at once: change states, assign evaluators, send emails, export data, or generate documents.

Application export (PDF, data)

Generate PDF versions of complete applications for offline review or export application data to CSV/XLSX for analysis.

Student course/subject selection

Allow applicants to browse available courses within their study plan and select their desired subjects during the application.

Elective course selection interface

Present elective options with descriptions, credit values, and prerequisites so students can build their personalized curriculum.

Core subject management

Automatically include mandatory/core subjects in the student's plan while allowing staff to manage exceptions.

Prerequisites validation

Check that students have met prerequisite requirements before allowing enrollment in advanced courses; display warnings for unmet conditions.

Path selection interface

Enable students to choose between different study paths or specializations within a programme, each with its own course requirements.

Completion tracking

Monitor which required and elective credits have been completed, are in progress, or still needed for graduation.

Staff-assisted subject selection

Allow admissions staff to add, remove, or modify course selections on behalf of applicants with full audit trail.

Course cost tracking display

Show the cost implications of course selections in real-time, including per-credit fees and total programme cost.

Evaluation template design

Create custom evaluation forms with weighted criteria, rating scales, and comment fields tailored to specific programmes.

Bulk evaluation creation and assignment

Generate evaluations for multiple applications at once and distribute them among evaluators based on rules or manual assignment.

Document attachment per evaluation

Allow evaluators to attach supporting documents, notes, or additional materials to their evaluation submissions.

Evaluation state management

Track evaluations through states (assigned, in progress, submitted, approved) with deadline monitoring and reminders.

Evaluation assignment workflow

Route applications to appropriate evaluators based on programme, specialization, or workload balancing rules.

Grading interface

Provide evaluators with a streamlined interface showing application details alongside the scoring rubric for efficient review.

Application content viewer

Display application PDFs, documents, and videos inline so evaluators can review without downloading or switching contexts.

Evaluation scoring and comments

Record numerical scores per criterion plus qualitative comments; calculate weighted totals automatically.

Offer template creation

Design offer letter templates with merge fields for personalized content, terms, conditions, and acceptance deadlines.

Offer creation per profile

Generate individualized offers for accepted applicants with programme-specific details, scholarships, and conditions.

Offer states

Track offers through states: offered, viewed, accepted conditionally, documents submitted, fully accepted, declined, or expired.

Conditional offer management

Specify conditions (e.g., final grades, language test scores) that must be met before an offer becomes unconditional.

Offer documents

Generate and attach offer letters, terms and conditions, enrollment contracts, and scholarship agreements to offers.

Offer acceptance/rejection

Provide applicants with a portal to formally accept or decline their offer with digital confirmation and timestamps.

Offer withdrawal

Allow staff to withdraw offers that are no longer valid, with optional communication to the applicant explaining the reason.

Public offer pages

Create shareable links where applicants can view their offer details, conditions, and acceptance instructions.

Academic Management (SIS)

12 modules · 61 features

Academic year management

Define academic years with start/end dates, create multiple years in advance, and set the current active year for the institution.

Term/semester configuration

Configure terms within academic years (Fall, Spring, Summer, trimesters, quarters) with their own date ranges and enrollment periods.

Period-based scheduling

Organize courses and sessions within specific terms, enabling term-by-term student schedules and grade reporting.

Course creation and management

Create new courses with subject associations, set capacity limits, assign instructors, and configure all course parameters.

Course details

Store comprehensive course information including code, name, description, learning outcomes, credit hours, and prerequisites.

Course capacity settings

Define minimum, maximum, and target enrollment numbers; track available seats and manage waitlists when capacity is reached.

Course date scheduling

Set course start and end dates, application windows, and registration deadlines that can differ from the term dates.

Course status management

Control course availability through states (draft, open for registration, closed, in progress, completed, cancelled).

Course archival

Archive completed or discontinued courses to remove them from active listings while preserving historical data and transcripts.

Custom schema fields for courses

Add institution-specific fields to courses (delivery mode, campus location, course level) without code changes.

Import/export functionality

Bulk import courses from spreadsheets and export course catalogs for external systems or printed materials.

Subject creation and management

Define subjects (the academic content taught across multiple course offerings) with codes, titles, and descriptions.

Subject schema/fields

Configure custom attributes for subjects such as department, level, credit weight, and grading scheme.

Subject code management

Assign and manage unique subject codes that identify content across terms, campuses, and delivery modes.

Subject prerequisites

Define prerequisite subjects or competencies required before a student can enroll in advanced subjects.

Subject import functionality

Bulk import subject definitions from external systems or spreadsheets to quickly populate the course catalog.

Study plan creation and configuration

Design curriculum structures defining required courses, electives, and progression paths for each programme.

Add/remove subjects from study plans

Modify curriculum by adding new subjects or removing outdated ones, with version control for catalog years.

Subject prerequisites configuration

Define prerequisite relationships within study plans to ensure proper course sequencing and student preparation.

Study plan duplication

Copy existing study plans when creating new programme versions or similar programmes to save configuration time.

Core subjects management

Designate which subjects are mandatory for all students in a programme, automatically adding them to student schedules.

Elective subjects with group settings

Create elective groups where students must choose a minimum/maximum number of courses from a defined list.

Extracurricular subjects

Include optional, non-credit subjects (workshops, seminars) in study plans for tracking without affecting graduation requirements.

Subject selection paths

Define multiple pathways through a programme (concentrations, majors, minors) with different course requirements.

Degree class definitions

Configure degree classifications (First Class, Second Class, Pass) with the GPA or grade thresholds for each.

Category and credit system configuration

Set up credit categories (core, elective, general education) and define how credits count toward graduation.

Final grade calculation settings

Configure how final grades and GPAs are calculated, including weighted averages, grade point conversions, and rounding rules.

Create elective subject groups

Define groups of related electives (e.g., "Marketing Electives") from which students must select a specified number.

Configure group requirements

Set minimum and maximum course selections per group, credit requirements, and any restrictions on combinations.

Delete/rename elective groups

Modify or remove elective groups as curriculum evolves, with safeguards for students already enrolled.

Session creation and editing

Create individual class sessions with date, time, duration, room, and instructor assignments.

Recurring session configuration

Set up repeating sessions (weekly lectures, bi-weekly seminars) with automatic generation of all occurrences.

Session attendance tracking

Record student attendance for each session with statuses (present, absent, excused, late) and notes.

Lecturer assignment

Assign primary instructors and guest lecturers to sessions, tracking their teaching hours and compensation.

Session date/time scheduling

Manage session timing with conflict detection for rooms, instructors, and enrolled students.

Session cost management

Track lecturer fees, room costs, and other expenses per session for financial reporting and budgeting.

Session approval workflows

Require approval for session changes, cancellations, or lecturer assignments based on institutional policies.

Calendar view integration

Display sessions in calendar format with day, week, and month views for easy schedule visualization.

Outlook calendar synchronization

Sync academic calendars with Microsoft Outlook so students and staff see sessions in their personal calendars.

Student registration management

Enroll students in courses, manage their registration status, and track seat availability in real-time.

Registration state management

Track registrations through states (pending, registered, conditional, waitlisted, withdrawn, completed).

Enrollment tracking

Monitor enrollment numbers across courses, terms, and programmes with alerts for under/over-enrolled courses.

Registration bulk operations

Enroll or withdraw multiple students at once, useful for cohort management or administrative corrections.

Transcript generation per study plan

Create official transcripts showing completed courses, grades, credits, and GPA according to the student's curriculum.

Grade management and publishing

Enter, review, and approve grades; publish them to student portals on a defined schedule.

Transcript viewing and export

Allow students to view their unofficial transcripts online and download PDF versions for personal records.

Bulk transcript export

Generate transcripts for multiple students (entire cohorts, graduating classes) in a single operation.

Academic record management

Maintain complete academic histories including course attempts, grade changes, academic standing, and honors.

Lecturer management and assignment

Maintain a directory of instructors with qualifications, availability, and teaching history for course assignment.

Lecturer cost calculation

Calculate instructor compensation based on teaching hours, session types, and fee structures.

Staff assignment to sessions

Assign teaching assistants, lab supervisors, and support staff to sessions alongside primary instructors.

Attendance tracking per session

Record which students attended each class session, with timestamps and notes for late arrivals or early departures.

Attendance QR codes

Generate unique QR codes per session that students scan to check in, preventing proxy attendance.

Apple Wallet pass generation

Create digital passes students can add to Apple Wallet for quick attendance scanning via NFC or QR.

QR code scanning for check-in

Provide staff with mobile scanning capability to quickly record attendance by scanning student ID QR codes.

Assignment creation

Create coursework assignments with descriptions, due dates, point values, and submission requirements.

Assignment submission tracking

Monitor which students have submitted, track late submissions, and manage resubmission requests.

Resource management

Attach files, links, and multimedia resources to assignments and courses for student access.

HESA schema validation

Validate student and course data against UK Higher Education Statistics Agency requirements before submission.

HESA data export

Generate properly formatted data files for HESA submission including student records, courses, and outcomes.

Regulatory compliance reporting

Produce reports required by UK regulatory bodies with automated data gathering and validation.

CRM & Profile Management

6 modules · 36 features

User profile creation and editing

Create new contact records and maintain comprehensive profiles with personal, academic, and communication information.

Profile viewing with detailed information

Access complete profile views showing all related data: applications, enrollments, communications, documents, and activities.

Profile states and lifecycle management

Track contacts through lifecycle stages (prospect, applicant, admitted, enrolled, alumni) with automatic transitions.

Role assignment

Assign roles (staff, student, applicant, alumni, agent) that control access permissions and available features.

Profile archival and purging

Archive inactive profiles to reduce clutter while preserving data; permanently delete profiles for GDPR compliance.

Profile merging

Combine duplicate profiles into one, consolidating all related data (applications, communications, transactions).

Profile search and filtering

Find profiles using powerful search across all fields, with saved filters and quick access to recent profiles.

Basic information

Store standard contact fields: name, email, phone, address, date of birth, nationality, and identification numbers.

Custom schema fields

Add institution-specific fields (student ID format, department codes, custom categories) without development.

Document uploads and storage

Attach and organize documents (ID copies, transcripts, certificates) to profiles with categorization.

Tag management

Apply customizable tags to profiles for segmentation, tracking, and workflow automation triggers.

File attachments

Upload any file type to profiles with preview support for common formats (PDF, images, Office documents).

Experience/CV information

Record academic history, professional experience, skills, and qualifications in structured format.

Diploma/credential records

Track degrees, certifications, and credentials earned with verification status and document links.

Contract tracking

Monitor enrollment contracts, agreements, and their signature status for each profile.

Source tracking

Automatically capture how contacts entered the system (signup, import, API, form, event, email, staff created).

UTM parameter tracking

Record marketing campaign parameters (utm_source, utm_medium, utm_campaign) from profile creation URLs.

Activity logging

Maintain a complete timeline of all interactions: emails sent, pages visited, forms submitted, status changes.

Access scope management

Control which teams or staff members can view and edit specific profiles based on programme or geography.

Duplicate profile detection

Identify potential duplicate profiles based on matching email, name, phone, or other identifiers.

Profile search and matching

Search for and compare profiles side-by-side to determine if they represent the same person.

Field-level comparison

View differences between duplicate profiles field-by-field to choose which values to keep in the merged record.

Application merge

Combine applications from duplicate profiles, maintaining the complete application history.

Journey/path merge

Consolidate lifecycle stage history and journey data when merging profiles.

Summary and confirmation

Review all merge decisions before execution with the ability to undo within a limited window.

Organization listing and viewing

Maintain a database of organizations (schools, employers, partners) with search and detailed views.

Organization profile management

Store organization details: name, type, address, website, and custom fields relevant to your institution.

Organization contacts management

Link individual profiles to organizations with role information (employee, student, representative).

Organization hierarchy

Model parent-child relationships between organizations (company headquarters and branches, school districts).

Advanced organization settings

Configure organization-specific settings like agent commission rates or partnership agreement details.

Query-based segmentation

Build dynamic segments using any combination of profile fields, behaviors, and related data with AND/OR logic.

Filter and criteria system

Create complex filter rules using operators (equals, contains, greater than, is empty) across all data types.

Rules-based audience definition

Define segment membership rules that automatically update as profile data changes.

Segment creation and editing

Build new segments with a visual query builder; modify existing segments and preview member counts.

Segment-based targeting

Use segments to target email campaigns, automate workflows, or generate reports on specific populations.

Segment repositories

Organize segments into folders, share across teams, and track segment usage in campaigns and automations.

Campaigns & Email Marketing

4 modules · 25 features

Campaign creation and management

Create email campaigns with target audiences, content, scheduling, and tracking in a unified interface.

Campaign states

Track campaigns through states: draft (planned), scheduled, queued, sending (dispatched), completed, or cancelled.

Campaign editing and duplication

Modify draft campaigns or clone existing campaigns to create new ones with similar settings.

Schedule/unschedule campaigns

Set specific send dates and times; remove scheduling to return campaigns to draft state.

Test send capability

Send test emails to staff addresses to preview content, formatting, and personalization before full dispatch.

Segment-based targeting

Select one or more segments as the campaign audience; recipients are calculated dynamically at send time.

Recipient count tracking

Display real-time counts of how many profiles match the targeting criteria before sending.

Audience filtering

Apply additional filters on top of segments to further refine the recipient list.

WYSIWYG email editor (GrapeJS)

Design emails visually with drag-and-drop blocks, formatting tools, and real-time preview without HTML knowledge.

Merge tags/substitution tags

Insert personalization tokens ({{first_name}}, {{programme_name}}) that populate with recipient-specific data.

Text formatting and styling

Apply fonts, sizes, colors, alignment, and spacing to email content with consistent brand styling.

Font family and size selection

Choose from web-safe fonts and set sizes for different text elements (headings, body, captions).

Color picker

Select brand colors for text, backgrounds, and buttons using a visual color picker or hex codes.

HTML/text content editing

Edit raw HTML for advanced users; maintain plain-text versions for email clients that don't support HTML.

Link management

Add, edit, and track links in emails with automatic click tracking and UTM parameter appending.

Inline CSS for emails (Roadie)

Automatically convert CSS stylesheets to inline styles for maximum email client compatibility.

Template library/shared templates

Maintain a library of reusable templates that can be shared across teams and campaigns.

Template usage tracking

See where each template is used (which campaigns, automations) before making changes.

Test email sending

Send template previews to verify rendering across different email clients and devices.

Redactor editor integration

Alternative rich-text editor option for simpler email composition needs.

Campaign engagement stats

Track opens, clicks, bounces, and unsubscribes with real-time and historical reporting.

Campaign reports and analytics

Generate detailed reports showing engagement rates, best-performing links, and recipient activity.

Public campaign tracking pages

View sent campaigns in a browser via public links, useful for sharing externally or archiving.

Email open tracking

Monitor when recipients open emails using tracking pixels; report unique and total opens.

Email click tracking

Track which links recipients click, how many times, and when; attribute conversions to campaigns.

Events Management

4 modules · 18 features

Event creation with details

Create events with title, description, date/time, location, capacity, registration settings, and custom fields.

Event duplication

Clone existing events to quickly create similar ones (recurring open days, annual ceremonies).

Event editing

Modify event details after creation; notify registered attendees of changes automatically.

Event states

Track events through states: draft, published, upcoming, in-progress, ended, cancelled.

Event images and media

Upload hero images, photo galleries, and videos to make event pages visually engaging.

Event scheduling

Set event start and end times with timezone support; manage multi-day events and sessions.

RSVP/response collection

Allow invitees to respond (yes, no, maybe) with optional guest counts and dietary preferences.

Bulk response updates

Import or update attendance responses in bulk from spreadsheets or external systems.

Attendance tracking per response

Record actual attendance for each respondent; compare RSVPs to actual turnout.

Attendance QR codes and passbook

Generate QR codes for confirmed attendees to speed up check-in at the event.

QR code scanner integration

Use mobile devices to scan attendee QR codes for fast, accurate attendance recording.

Real-time check-in

Track attendance as it happens with live dashboards showing check-in progress.

Event reminders

Schedule automatic reminder emails before events with customizable timing and content.

Event substitution tags

Use event-specific merge tags ({{event_name}}, {{event_date}}) in email templates.

Event-specific email templates

Create confirmation, reminder, and follow-up email templates tied to specific events.

Public event pages

Generate branded landing pages for events with registration forms and all event details.

iCalendar export (ICS format)

Allow attendees to download calendar files that add events to their personal calendars.

Event analytics

Track page views, registration conversion rates, and attendee demographics.

Forms & Data Collection

5 modules · 18 features

Form template creation

Design custom forms with a drag-and-drop builder supporting various field types and layouts.

Multiple field types support

Use text, email, phone, date, dropdown, checkbox, radio, file upload, address, and custom field types.

Form validation configuration

Set required fields, format validation (email, phone), and conditional validation rules.

ALTCHA captcha integration

Protect forms from spam submissions using ALTCHA's privacy-friendly captcha system.

Form duplication

Clone existing forms to create variations for different programmes or campaigns.

Form embedding

Generate embed codes to place forms on external websites while capturing data in Full Fabric.

Form publishing and status management

Control when forms are visible and accepting submissions; schedule open and close dates.

Form states

Track forms through states: draft, scheduled, open (accepting submissions), closed, archived.

Progressive form loading

Display long forms in sections that load progressively to improve user experience and completion rates.

Form submission collection

Capture and store all form responses with timestamps, source tracking, and profile linking.

Submission viewing and filtering

Browse submissions with filters by date, completion status, and field values; search across responses.

Submission bulk export

Download all submissions to CSV or Excel for offline analysis or import into other systems.

Anti-spam digest functionality

Aggregate suspected spam submissions for review rather than blocking legitimate responses.

Form engagement tracking

Monitor form views, starts, completions, and abandonment to optimize form design.

Form analytics

Report on total views, unique views, submission counts, and conversion rates over time.

Timeseries and dimension analytics

Analyze submission trends over time and break down by dimensions like source or campaign.

Public form embedding

Place forms on public web pages with automatic styling and responsive design.

Form rendering on portals

Display forms within the student portal with pre-populated data from logged-in profiles.

Tasks & Workflow Automation

3 modules · 17 features

Task creation and assignment

Create tasks with descriptions, due dates, and priorities; assign to specific staff members or teams.

Task state management

Track tasks through states: open, in progress, completed, cancelled; with completion timestamps.

Per-profile task queries

View all tasks related to a specific profile in one place; create tasks from the profile view.

Task bulk operations

Update multiple tasks at once: reassign, change due dates, mark complete, or delete in bulk.

Task filtering and search

Find tasks by assignee, due date, status, related profile, or keywords in the description.

Task sections/categorization

Organize tasks into categories (follow-up calls, document review, approvals) for better management.

Rules engine with conditions and actions

Define automation rules that trigger actions when conditions are met (if X then do Y).

Workflow creation and management

Build multi-step workflows that automate complex processes across the student lifecycle.

Workflow states

Control workflows with states: active, paused, disabled; pause individual profiles in workflows.

Manual workflow execution

Manually add profiles to workflows or trigger workflow steps outside the automatic rules.

Action logging and statistics

Track every action taken by automations with detailed logs for debugging and compliance.

Condition-based automation

Trigger automations based on profile data, behaviors, dates, or events (field changes, form submissions).

Action-based automation

Execute actions like sending emails, creating tasks, updating fields, or calling webhooks.

SNS messaging endpoint

Trigger workflows from external systems via Amazon SNS messages for real-time integration.

Rule editor with condition/action builder

Visual interface for creating automation rules with nested conditions and multiple actions.

Field option generation based on schemas

Automatically populate dropdowns with valid field options from profile and entity schemas.

Automation triggers configuration

Set up triggers based on events (profile created, application submitted, payment received).

Financial & Payments

6 modules · 28 features

Payment page for applications

Provide applicants with secure payment pages to pay application fees or deposits.

External payer payments

Allow third parties (parents, sponsors) to pay on behalf of students via secure payment links.

Payment method selection

Offer multiple payment options (credit card, PayPal, bank transfer, Flywire) based on configuration.

Payment confirmation

Display confirmation pages after successful payments; send email receipts automatically.

Payment plan creation and management

Create flexible payment schedules with multiple installments, due dates, and amounts.

Payment schedule configuration

Define installment dates as specific dates or relative to events (enrollment, term start).

Payment terms definition

Set early payment discounts, late payment penalties, and grace periods.

Installment management

Track individual installment payments; allow partial payments and payment rescheduling.

Fee scheduling

Schedule when fees appear on student accounts and when they become due.

Transaction recording

Log all financial transactions with amounts, dates, types, and references.

Transaction history

View complete financial history for profiles including payments, refunds, and adjustments.

Transaction filtering

Search transactions by date range, amount, type, payment method, or status.

Transaction reconciliation

Match incoming payments to expected fees; identify and resolve discrepancies.

Refund processing

Process full or partial refunds with proper accounting entries and student notification.

Contract management

Track institutional billing contracts with dates, terms, and pricing structures.

Event group billing

Bill based on events (applications submitted, students enrolled) within defined periods.

Billable event tracking

Monitor events that trigger billing and their billable status.

Monthly profile usage tracking

Track active profiles per month for usage-based billing calculations.

Campaign billing reports

Report on email volumes and campaign activity for billing purposes.

Contract-level pricing

Define custom pricing tiers and discounts at the contract level.

Billing event state management

Manage billing events through states: pending, billed, paid, disputed.

Stripe integration

Process credit/debit card payments through Stripe with PCI compliance.

PayPal integration

Accept PayPal payments for students who prefer this payment method.

Flywire integration

Support international payments with currency conversion and local payment methods via Flywire.

Adumo integration

Process payments through Adumo gateway for specific regional requirements.

Payer/Invoice tracking

Maintain payer records and track invoice status (sent, viewed, paid, overdue).

Financial record management

Store comprehensive financial records for auditing and reporting purposes.

Budget and cost tracking

Monitor costs against budgets for programmes, events, and operational expenses.

Documents & Reporting

3 modules · 23 features

Document template creation

Design document templates (letters, contracts, transcripts) with merge fields for personalization.

Template file uploads

Upload Word document templates (.docx) that serve as the basis for generated documents.

Template preview

Preview how documents will look with sample data before generating for actual profiles.

Word document generation

Generate personalized .docx files by merging templates with profile and application data.

PDF generation

Convert generated documents to PDF format for distribution and archival.

Document template rendering

Process templates using Mustache and Liquid templating for dynamic content generation.

Field reference guides

Documentation showing available merge fields for each template type.

Product performance reports

Analyze programme performance with metrics like applications, conversions, and enrollment.

Product conversion tracking

Track conversion rates through the funnel (inquiry → application → enrollment).

Product overview with comparison

Compare programme performance across time periods or against benchmarks.

Study plan performance by class

Report on student success metrics aggregated by class/cohort.

Application performance metrics

Track application volumes, completion rates, and processing times.

Weekly application charts

Visualize application activity (submitted, started, cumulative) by week.

Stats widgets

Display key metrics in dashboard widgets for quick performance monitoring.

Period configuration

Select date ranges for reports with presets (this month, last quarter, custom).

Filter context

Filter reports by programme, class, campus, or other dimensions.

Line and bar charts visualization

Present data in visual chart formats for easy interpretation.

Reports dashboard

Central hub for accessing all available reports with recently viewed and favorites.

Application performance reports

Detailed analytics on application funnel performance and trends.

Product overview reports

Summary reports on programme offerings and their key metrics.

Product conversion reports

Funnel analysis showing where prospects drop off in the journey.

Class-specific reports

Reports scoped to individual classes or cohorts for targeted analysis.

Home dashboard with institution metrics

Overview dashboard showing institution-wide KPIs and alerts.

Communications & Messaging

5 modules · 26 features

Email template management

Create, organize, and maintain a library of email templates for all communication types.

Email delivery through SendGrid

Reliable email delivery via SendGrid with reputation management and deliverability optimization.

Email rendering with Liquid templates

Use Liquid templating language for dynamic email content with conditionals and loops.

Email inline CSS

Automatically inline CSS styles for consistent rendering across email clients.

Email tracking integration

Track opens, clicks, and bounces for all sent emails with attribution to campaigns.

Email activity tracking per profile

View all emails sent to a profile with engagement history on their record.

Email redirection and interception

Redirect emails in test environments to prevent accidental sends to real recipients.

SMS message sending

Send text messages to profiles for time-sensitive communications and reminders.

SMS provider integration

Connect with SMS providers (MessageBird) for message delivery worldwide.

SMS activity tracking

Log sent SMS messages and delivery status on profile records.

Letter generation and sending

Generate personalized letters from templates and send via postal mail or email.

Letter attachments

Include PDF attachments with letters such as brochures, forms, or certificates.

Letter templates

Maintain templates for common correspondence (offer letters, enrollment confirmation).

Card/notification management

Display actionable cards in staff inbox showing items requiring attention.

Email cards

Show incoming email replies and bounces as cards for staff review and action.

Task cards

Display assigned tasks as cards with quick action buttons.

Form cards

Notify staff of new form submissions with links to view responses.

Event cards

Show event-related notifications like new registrations or check-in activity.

Application cards

Alert staff to application updates, submissions, or required actions.

Card state updates and filtering

Filter cards by type, status, or assignee; mark cards as complete or snoozed.

Real-time updates (Pusher)

Receive instant notifications when new items appear using WebSocket technology.

Card archiving

Archive processed cards to keep the inbox focused on current items.

Profile following functionality

Follow specific profiles to receive notifications about their activity.

Publisher management

Configure notification publishers that generate cards and alerts for different events.

Subscription tracking

Track which staff members are subscribed to which notification types.

Activity logging per publisher

Log all notifications sent by each publisher for debugging and analysis.

Policies & Compliance

5 modules · 16 features

Policy versioning and publishing

Create new versions of policies; publish updates while maintaining version history.

Policy cloning

Copy existing policies to create new versions or similar policies for different contexts.

Policy topics management

Organize policies into topics (marketing, data processing) for granular consent tracking.

User policy acceptance tracking

Record when and how each profile accepted each policy version with timestamps.

Acceptance history

View complete history of policy acceptances and changes for each profile.

Version-specific acceptance

Track acceptance of specific policy versions; prompt for re-acceptance when policies update.

Marketing policy management

Define marketing consent requirements with channel-specific options (email, phone, SMS).

Topic-level preferences

Allow users to subscribe/unsubscribe from specific marketing topics independently.

Marketing acceptance confirmation

Collect explicit marketing consent with clear descriptions of what users are agreeing to.

Cookie consent management

Display cookie consent banners and collect user preferences for cookie categories.

Cookie policy display

Show detailed cookie policy explaining what cookies are used and why.

Cookie preferences editing

Allow users to modify their cookie preferences at any time through a settings panel.

Privacy policy management

Maintain privacy policies with version control; display current version to users.

Privacy policy acceptance

Require and record acceptance of privacy policies during registration or application.

Unsubscribe functionality

Provide easy unsubscribe links in all marketing emails as required by law.

Topic-level unsubscribe

Allow unsubscribing from specific topics while remaining subscribed to others.

Analytics & Intelligence

4 modules · 18 features

Dashboard creation and customization

Build custom dashboards with chosen widgets and layouts for different user roles.

Widget management and configuration

Add, remove, and configure dashboard widgets showing key metrics and charts.

Dashboard sharing

Share dashboards with team members or make them available to specific roles.

Customizable analytics views

Save custom views of analytics with specific filters and visualizations.

Class state tracking

Monitor class performance metrics (applications, enrollments, capacity) over time.

Dimension analysis

Analyze data across multiple dimensions (by programme, campus, agent, nationality).

Application statistics by month

Track monthly application volumes and trends for planning and forecasting.

Timeseries data visualization

Display metrics over time with interactive charts showing trends and patterns.

Subdimension analytics

Drill down into dimensions for detailed analysis (by intake within programme).

Activity tracking per user

Record all user actions for behavioral analysis and personalization.

API token activity logging

Track API calls made with each token including endpoints, methods, and response codes.

UTM parameter tracking

Capture and store UTM parameters from incoming traffic for marketing attribution.

Email open/click tracking

Monitor email engagement with pixel-based open tracking and link click recording.

Public tag tracking

Track activity on public pages using embedded tracking tags.

Amplitude for event tracking

Send behavioral events to Amplitude for product analytics and user journey analysis.

Session replay tracking

Record user sessions for UX analysis and debugging (with consent).

Sentry error tracking

Capture and report application errors to Sentry for monitoring and debugging.

Google Analytics integration

Send page views and events to Google Analytics for web analytics.

Content Management

4 modules · 18 features

Custom content pages

Create branded pages with custom content for the student portal experience.

Event pages

Display events in the portal with registration integration.

Form pages

Embed forms within portal pages for seamless data collection.

Dynamic page rendering

Render pages with personalized content based on the logged-in user's profile and context.

Page previews

Preview how pages will appear to different user types before publishing.

Public portal pages

Make certain pages publicly accessible without login for prospective students.

Page details editing

Edit page titles, URLs, descriptions, and metadata for SEO and navigation.

Page metadata management

Set page-level metadata including OpenGraph tags for social sharing.

Page layout configuration

Choose page layouts and configure sections, columns, and spacing.

Content editing

Add and edit text, images, videos, and other content blocks on pages.

Widget management

Add functional widgets (application status, upcoming events) to pages.

Content resource management

Organize content assets (images, documents, videos) in a central library.

Media asset handling

Upload, store, and serve media assets with automatic optimization and CDN delivery.

Content versioning

Track changes to content with version history and rollback capability.

Content viewer

Preview content as it will appear to end users across different devices.

Product listing

Display available programmes and courses in a browsable catalog format.

Product details display

Show comprehensive programme information including curriculum, fees, and dates.

Product catalog browsing

Enable filtering and searching the catalog by programme type, start date, or location.

AI & Intelligence Features

3 modules · 14 features

Multi-provider LLM support

Connect to multiple AI providers (OpenAI, Anthropic, Ollama) for flexibility and redundancy.

Conversation management

Maintain conversation history and context for coherent multi-turn AI interactions.

Message threading

Organize AI conversations into threads for different topics or use cases.

Chat interface with real-time updates

Provide real-time chat UI with streaming responses as the AI generates content.

Typing indicators

Show typing indicators while the AI is processing to improve user experience.

AI agent creation and testing

Build custom AI agents with specific prompts and behaviors; test before deployment.

Claude integration via MCP server

Connect Claude AI to Full Fabric data via Model Context Protocol for intelligent automation.

MCP Tools - Events

AI can list, get details, and create events through natural language commands.

MCP Tools - Campaigns

AI can manage email campaigns including listing, viewing, creating, and updating.

MCP Tools - Segments

AI can query and retrieve segment information and member counts.

MCP Tools - Email Templates

AI can access and use email templates for communication generation.

Context-specific prompts

Configure different prompts for different use cases (admissions advice, course recommendations).

Agent CRUD operations

Create, read, update, and delete AI agent configurations through admin interface.

Audit logging for AI interactions

Log all AI interactions for compliance, debugging, and improvement analysis.

Administration & Operations

3 modules · 17 features

Delayed jobs management

Monitor background job queues; view pending, running, and failed jobs.

Job execution monitoring

Track job execution times, success rates, and error patterns.

Export/import operations

Manage bulk data operations including scheduled exports and imports.

Profile bulk imports

Import large numbers of profiles from spreadsheets with field mapping and validation.

Background job monitoring

Dashboard showing real-time status of all background processing.

Worker process monitoring

Track worker process health and resource utilization.

Job execution logging

Detailed logs for each job execution for troubleshooting failures.

Sync process monitoring

Track data synchronization jobs with external systems.

Background job tracking

View job history with filtering by type, status, and date range.

System-level logging

Access application logs for debugging and operational monitoring.

Bulk profile import

Import hundreds or thousands of profiles with automatic duplicate detection.

Transcript export

Generate and export transcript data for external systems or reporting.

Application export

Export application data including custom fields and documents.

Data format conversion

Convert data between formats (CSV to Excel, JSON to CSV) during export.

Context-specific imports

Import data specifically for events, classes, courses, or profiles with appropriate validation.

Import progress tracking

Monitor long-running imports with progress bars and status updates.

Import report analysis

Review import results showing success/failure counts and specific errors.

Authentication & Authorization

2 modules · 16 features

Email/password authentication

Standard login with email address and password with secure hashing.

OmniAuth-based authentication

Flexible authentication framework supporting multiple providers and protocols.

Google OAuth 2.0

Allow users to sign in with their Google accounts for seamless access.

SAML 1.1 enterprise SSO

Support enterprise single sign-on via SAML for institutional identity providers.

LinkedIn integration

Enable sign-in with LinkedIn for professional profile data pre-population.

API token-based authentication

Authenticate API requests using bearer tokens with scoped permissions.

Session management

Securely manage user sessions with configurable timeout and concurrent session limits.

Password reset functionality

Self-service password reset via email with secure, time-limited reset links.

Password recovery

Account recovery options when users cannot access their email.

Staff activation

Secure activation process for new staff accounts with email verification.

Role-based access control (RBAC)

Define roles with specific permissions; assign roles to users for access control.

Permission management

Granular permissions for actions on different object types (view, edit, delete).

Fine-grained permission checking

Check permissions at field and action level for precise access control.

Feature flag-based authorization

Control access to features using feature flags for gradual rollout or A/B testing.

Pundit-based policy authorization

Use policy objects to encapsulate authorization logic for complex rules.

Access scope definition

Define scopes that limit access to subsets of data (by programme, campus, team).

Settings & Configuration

7 modules · 30 features

Institution name and details

Configure institution name, logo, and basic information displayed throughout the platform.

General configuration

Set institution-wide defaults for language, timezone, date formats, and currencies.

Custom branding

Apply brand colors, fonts, and styling across all user-facing interfaces.

Logo upload and image cropping

Upload institutional logos with built-in cropping tools for proper sizing.

Custom domain aliases

Configure custom domains (apply.university.edu) for branded application URLs.

Domain activation/deactivation

Enable or disable custom domains as needed; automatic SSL certificate management.

DKIM validation

Set up and validate DKIM records for email authentication and deliverability.

Domain request management

Process requests for new domain configurations with approval workflows.

SMTP gateway configuration

Configure custom SMTP servers for sending emails through institutional mail systems.

Custom from address settings

Set custom sender addresses for different email types or programmes.

Gateway status management

Monitor email gateway health and delivery rates; manage multiple gateways.

IMAP/Email account configuration

Connect email accounts for receiving and logging incoming messages.

Profile schema configuration

Define custom fields on profiles with types, validation, and display settings.

Custom field definitions

Create institution-specific fields for any entity (applications, courses, organizations).

Option sets management

Define reusable dropdown option lists (countries, departments, statuses) used across fields.

Data lookups and lists

Configure lookup tables for field values with codes and display names.

Schema builder interface

Visual interface for adding and configuring custom fields without coding.

API token creation

Generate API tokens with specific permissions and optional expiration dates.

Token list management

View all API tokens with status, permissions, and usage statistics.

Suspend/revoke tokens

Temporarily suspend or permanently revoke tokens that are compromised or no longer needed.

Token activity logs

Detailed logs of API calls made with each token for security monitoring.

Token usage tracking

Track API usage patterns by token for optimization and billing.

Locale/language preferences

Allow users to choose their preferred interface language from available translations.

Notification settings

Configure which notifications users receive via email, SMS, or in-app.

Integration settings

Personal settings for connected services like calendar sync preferences.

Advanced user preferences

Power-user settings for UI density, keyboard shortcuts, and default views.

Room management

Maintain a directory of physical rooms and virtual spaces for class scheduling.

Room creation and editing

Add rooms with capacity, equipment, location, and calendar integration details.

Room availability tracking

Check room availability and prevent double-booking during session scheduling.

Room details

Store comprehensive room information including capacity, equipment, and accessibility.

Integrations

11 modules · 25 features

Google OAuth 2.0

Single sign-on integration allowing users to authenticate with Google accounts.

SAML 1.1 enterprise SSO

Enterprise identity provider integration for centralized authentication management.

Office 365/Gmail via xoauth

Connect institutional email accounts for sending and calendar integration.

Stripe

Full payment processing integration with Stripe for card payments, subscriptions, and refunds.

PayPal

Accept PayPal payments from students and parents with automatic reconciliation.

Flywire

International payment processing with currency conversion and local payment methods.

Adumo

Regional payment gateway integration for specific market requirements.

Salesforce integration

Bi-directional sync with Salesforce CRM for lead, contact, and opportunity management.

HubSpot integration

Connect with HubSpot for marketing automation and contact synchronization.

Intercom integration

Integrate Intercom for live chat support and customer messaging.

SendGrid

Email delivery service integration for reliable, scalable email sending.

MessageBird

SMS delivery integration for text message notifications and alerts.

Slack

Webhook integration for posting notifications to Slack channels.

DocuSign

Digital signature integration for contracts, offers, and enrollment agreements.

Turnitin

Plagiarism detection integration for assignment submissions.

Kira Talent

Video interview platform integration for asynchronous candidate assessment.

Zendesk

Help desk integration for support ticket management and knowledge base.

AWS S3

File storage integration for documents, images, and media with CDN delivery.

LocalStack

Local AWS emulation for development and testing environments.

HESA reporting

UK Higher Education Statistics Agency data export and validation.

LTI integration

Learning Tools Interoperability for connecting with LMS platforms.

Pusher

WebSocket integration for real-time notifications and live updates.

OpenAI

GPT model integration for AI-powered features and content generation.

Anthropic

Claude model integration for conversational AI and analysis.

Ollama

Local LLM hosting option for privacy-sensitive AI applications.

Platform Infrastructure

7 modules · 53 features

Rails 6.0

Ruby on Rails web application framework providing MVC architecture and conventions.

MongoDB

Primary document database using MongoMapper ODM for flexible schema storage.

PostgreSQL

Relational database for structured data requiring ACID compliance.

Delayed Job

Background job processing system for async tasks with MongoDB persistence.

Pusher

Real-time communication service for WebSocket-based live updates.

SendGrid

Transactional email service for reliable delivery of all system emails.

React 17

Modern JavaScript UI library for building interactive user interfaces.

React Router v6

Client-side routing for single-page application navigation.

React Query

Server state management with caching, synchronization, and background updates.

Alma Mater UI

Custom component library providing consistent design system implementation.

React Hook Form

Performant form handling with validation and error management.

Recharts

Charting library for data visualization in reports and dashboards.

Marionette.js

Backbone-based framework for legacy application modules.

CoffeeScript

JavaScript preprocessor used in legacy codebase.

Handlebars

Templating engine for server-side rendered views.

Rails Asset Pipeline

Asset compilation and delivery for Marionette applications.

Authentication

Authentication, Authorization - Handle user identity and access control

Profiles

Profiles, Organizations, Institutions - Manage contact and entity data

Communication

Campaigns, Events, Forms - Handle outbound engagement

Admissions

Applics, Evaluations, Offers - Process applications and decisions

Academics

Affairs, Tasks, Automation - Manage curriculum and workflows

Messaging

Messaging, Inbox, Policies - Handle communications and compliance

Finance

Billing, Financial (Book Keeper, Gateways) - Process payments

Intelligence

Reports, Dashboards, Intel - Provide analytics and insights

Content

Documents, Content, Tracking - Manage documents and pages

Platform

AI, Spotlight, Admin - Platform-wide capabilities

SAML SSO support

Enterprise single sign-on for centralized identity management.

API token authentication

Secure API access with scoped, revocable bearer tokens.

Feature flags

Gradual feature rollout and A/B testing with flag-based control.

Content Security Policy

HTTP headers preventing XSS and injection attacks.

XSS protection

Input sanitization using Loofah to prevent cross-site scripting.

CORS and secure headers

Proper CORS configuration and security headers for all responses.

Rack-Attack rate limiting

Request rate limiting to prevent abuse and ensure availability.

ClamAV antivirus

Virus scanning for all uploaded files before storage.

Tus resumable uploads

Resume interrupted uploads for large files and unreliable connections.

File type detection

Automatic MIME type detection and validation for uploaded files.

Image resizing

Automatic image optimization and thumbnail generation using FastImage.

Content type validation

Verify file contents match declared types to prevent malicious uploads.

AWS S3 storage

Scalable cloud storage for all files with CDN distribution.

Word document generation

Generate .docx files from templates with merge fields.

PDF generation

Create PDFs using Prawn for reports and Ghostscript for conversion.

PDF manipulation

Merge, split, and modify PDFs using pdftk library.

iCalendar export

Generate .ics files for calendar event distribution.

Apple Wallet passes

Create .pkpass files for mobile event tickets and ID cards.

QR code generation

Generate QR codes for attendance, payments, and sharing links.

NewRelic integration

Application performance monitoring and transaction tracing.

Sentry error tracking

Real-time error capture with stack traces and context.

Semantic logging

Structured logging for efficient log analysis and debugging.

Request monitoring

Track request latencies, error rates, and throughput.

Worker monitoring

Monitor background job processor health and queue depths.

Institution-based isolation

Complete data separation between institutions sharing the platform.

Tenant-specific configuration

Per-institution settings for branding, features, and integrations.

Cross-tenant security

Strict access controls preventing data leakage between tenants.

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