How can we Track Applicant Activities?

Overview

In today’s data-driven admissions landscape, understanding and tracking applicant behavior is no longer a luxury—it's a necessity. For educational institutions striving to improve conversion rates and streamline admissions processes, keeping tabs on every interaction with an applicant is key. Fortunately, with the right tools and systems in place, applicant tracking becomes not just feasible, but highly insightful.

This is where Meritto’s Lead Profile and Timeline features shine.

What is the Timeline?

The Timeline is a feature that shows the complete journey of a student (or lead) in one place. It shows all their actions like when they asked for information, filled out a form, made a payment, or spoke to a counselor.

It also shows what the counselor did—like when they followed up, added notes, or updated the student’s status.

Why is the Timeline So Important?

Here are the main benefits of using the Timeline:

1. Everything in One Place
   You can see all the details about a lead—from the first enquiry to the last interaction. This will include all the actions the applicant has performed and what actions the owner has taken on it.
   
   
2. Helps Counselors Stay Organized
   Counselors can easily check which stage the applicant is in. Based on that, they can plan next steps like sending follow-up messages, using communication templates, and giving timely support to move the lead forward.
   
   
3. Faster and Smarter Follow-Ups
   The Timeline shows complete follow up history that includes all completed, pending, upcoming follow up details.
   
   
4. Understand the Applicant Better
   By going through the applicant’s journey, counselor can figure out the intent of the student. This helps in better planning , what next steps they have to take to increase the chance that applicant get enrolled.
   
   
5. Better Chances of Enrollment
   When you know what each student is doing (or not doing), you can give them the right support at the right time. This increases the chance they will complete their application and enroll.