Filters & Groups

Filters

Filters help advisors locate and discover new information about their advisees.

In the top-right corner of the advisor's Students List, there is a "Filters" button. Clicking this button slides open a menu with a curated set of the most popular data points to filter the student list by.

Student List with Filters menu open
Filter Menu on Student List

Once filters are applied, the student list will only display the students who meet the set criteria. The option to create a Group from this subset of students is revealed at the bottom of the list.

Student List filterd by 'Student has not completed the SSI'
List of students filtered by "Student has not completed SSI" with the option to Create a Group.

Groups

Once created, a Group is saved and can be referenced on the Groups tab on the Advisor's Landing page. Groups are dynamic, so as the data changes, members may be added or removed from the group.

Groups have two main functions:

  • Monitor a specific population (ex. Grades under 2.0, Students who haven't completed SSI)
  • Outreach to specific populations (ex. Honors, International, First-Generation)
Groups List on Advisor Landing page
Groups Tab on Advisor Landing Page
Group Details page
Groups Details page

Messaging

Once a group is created, you can send a message to all the current members of that group. This allows advisors to create targeted bulk messages for a subsection of their advisees - and saves the rest from getting bombarded by information that may not be relevant to them.

Once a Message is created, a Message Details page will display the subject and content of the message, a list of recipients, and indications of which users have actually opened the message and when. Each recipient will also have the message notated on the Success Stream on their Student Report.

Message Details page
Message Details page