The Insert Applicant Info Rule is used to insert a Lead record including the fields (Rule Parameters) submitted by the Lead into the CampusNexus Student database where the sequence is not in an anonymous mode. The Insert Applicant Info rule creates a Student Master record with the information provided by the applicant at the time of submitting the information.
Configuration
When you include the Insert Applicant Info rule in a Sequence, the Insert Applicant Info window is displayed:
| Fields | Description |
|---|---|
| Campus | The name of the Campus to which the Lead belongs. Leads will be required to specify the Name and Campus when submitting their information to the institution. |
| Default Config | If the lead selects a different Campus that has not been configured in the rule then the configuration settings for the Default Configuration Campus will be used. |
| Default Lead Source | The Lead Source name. This drop-down list is displayed only if you click the expand  icon. |
| Pending Applicants | Pending application process is enabled if you select the check box. This check box is displayed only if you click the expand icon. |
| Application Type | The Applicant record type that will be created when a lead applies. This drop-down list is displayed only if you click the expand icon. |
| Default Lead Type | The default Lead Type that will be used when creating the Lead record. This drop-down list is displayed only if you click the expand icon. |
| New Lead Status | The status of the Lead before the applicant record is created. This drop-down list is displayed only if you click the expand icon. |
| Default Admissions Rep | The name of the Admissions Rep who will be assigned by default to the Lead. The Admissions Rep is displayed based on the selected Campus. This drop-down list is displayed only if you click the expand icon. |
Rule Parameters
The required Fields for this rule are:
Related Tasks
Reference
Insert Applicant Personal Statement Rule
Insert Applicant Previous Academic Info Rule
Insert Applicant Previous College Info Rule
Insert Attachment to Document Center Rule
Insert Duplicate Applicant Info Rule
Insert PDF to Document Center Rule
Save School Defined Fields Rule
Submit Applicant Application Rule
Submit Applicant Payment Info Rule
Verify if applicant fee is present
Verify if Applicant is Duplicate Rule
Get Applicant Document StatusId Rule
Get Applicant Personal Statement Rule
Insert Family Info NumFamily NumCollege Rule
Insert Parent NumFamily NumCollege Rule
Help Build: Tuesday, August 29, 2017
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