Setting Up Prospect Configuration

To configure the PDL Transactions, use the Prospect Configuration component (SAD_PDL_CONFIG).

This section discusses how to:

Map online PDL transactions to academic careers.
Set up prospect defaults for PDL transactions.
Set up 3C Event IDs to assign for each PDL transaction.

Pages Used to Set Up Prospect Configuration

Page Name	Definition Name	Navigation	Usage
Prospect Config	SAD_PDL_TRN_MAP	Set Up SACR, and then Product Related, and then Recruiting and Admissions, and then Prospects, and then Prospect Configuration, and then Prospect Config	Map online PDL transactions to academic careers. Note: To be used for future functionality. Do not set up at this time.
Prospect Setup	SAD_PDL_SETUP	Set Up SACR, and then Product Related, and then Recruiting and Admissions, and then Prospects, and then Prospect Configuration, and then Prospect Setup	Define how the system should assign a recruiting center to a prospect. The system uses this setup when you use File Parser to load prospects in batch via a calculated field.
3C Event ID Setup	SAD_PDL_3C_SETUP	Set Up SACR, and then Product Related, and then Recruiting and Admissions, and then Prospects, and then Prospect Configuration, and then 3C Event ID Setup	Optional – Define a 3C Event ID to assign for each transaction code when the transaction is processed.

Page Name

Definition Name

Navigation

Usage

Prospect Config

SAD_PDL_TRN_MAP

Set Up SACR, and then Product Related, and then Recruiting and Admissions, and then Prospects, and then Prospect Configuration, and then Prospect Config

Map online PDL transactions to academic careers.

Note: To be used for future functionality. Do not set up at this time.

Prospect Setup

SAD_PDL_SETUP

Set Up SACR, and then Product Related, and then Recruiting and Admissions, and then Prospects, and then Prospect Configuration, and then Prospect Setup

Define how the system should assign a recruiting center to a prospect. The system uses this setup when you use File Parser to load prospects in batch via a calculated field.

3C Event ID Setup

SAD_PDL_3C_SETUP

Set Up SACR, and then Product Related, and then Recruiting and Admissions, and then Prospects, and then Prospect Configuration, and then 3C Event ID Setup

Optional – Define a 3C Event ID to assign for each transaction code when the transaction is processed.

Mapping Online Prospect/Admissions Data Load Transactions to Academic Careers

Access the Prospect Config page (Set Up SACR, and then Product Related, and then Recruiting and Admissions, and then Prospects, and then Prospect Configuration, and then Prospect Config).

This example illustrates the fields and controls on the Prospect Config page.

You can enter only online transactions in the Transaction field. PDL does not support online transactions so you should not populate this page.

Setting Up Prospect Defaults for Prospect/Admissions Data Load Transactions

Access the Prospect Setup page (Set Up SACR, and then Product Related, and then Recruiting and Admissions, and then Prospects, and then Prospect Configuration, and then Prospect Setup).

This example illustrates the fields and controls on the Prospect Setup page: Criteria tab. You can find definitions for the fields and controls later on this page.

Prospect Setup page: Criteria tab (Prospect/Admissions Data Load)

This example illustrates the fields and controls on the Prospect Setup page: Assigned Values tab. You can find definitions for the fields and controls later on this page.

Prospect Setup page: Assigned Values tab (Prospect/Admissions Data Load)

Ensure that all the academic career, program, and plan combinations for File Parser PDL transactions are mapped to a valid recruiting center on the Prospect Setup page.

Use the Criteria tab to define the selecting criteria — such as academic career, academic program, and academic plan — that will constitute a particular group of prospects. Use the Assigned Values tab to define the recruiting center that the system can assign to the particular prospect group. For batch prospects loaded through File Parser, a calculated field can be built on the file mapping definition to look at this setup to determine the recruiting center to populate.

The system requires a recruiting center to create a prospect. Therefore, you must map each career with a recruiting center on the Prospect Setup page to be used with a calculated field through File Parser unless you define a default recruiting center on the File Parser mapping definition.

Criteria

Field or Control	Description
Career	Enter the career for which you want to assign a recruiting center.
Program	Optionally, enter the program for which you want to assign a recruiting center.
Plan	Optionally, if you have entered a program, enter the plan for which you want to assign a recruiting center.

Note:

When determining the recruiting center assignment, the delivered calculated field example uses the following order: academic plan, academic program, and academic career.

Assigned Values

Enter the recruiting center, recruiting status and referral source for the row entered on the Criteria tab.

Setting Up 3C Event IDs for Prospect/Admissions Data Load Transactions

Access the 3C Event ID Setup page (Set Up SACR, and then Product Related, and then Recruiting and Admissions, and then Prospects, and then Prospect Configuration, and then 3C Event ID Setup).

This example illustrates the fields and controls on the 3C Event ID Setup page. You can find definitions for the fields and controls later on this page.

This is an optional setup. If you want to assign a 3C event ID for a specific transaction, set up this page. The 3C event ID will be inserted into the 3C Trigger Results table upon posting the PDL transaction.

Only the event IDs that have the administrative functions GEN (General), PROS (prospect) and PROP (prospect program) are available. Select an event ID for PROP only if you are certain you will be populating prospect program. Define event IDs on the Event Definition page.

See Campus Community Fundamentals: Defining 3C Engine Events