Features & Functionality

Entrily was created for community colleges, four-year colleges, graduate schools, law schools, medical schools, seminary schools – and any other school that recruits students.Scroll down for a list of the features and functionality included in Entrily.

User Experience

• No technical knowledge required : Administer and utilise entrily without any coding or technical expertise.
• Built for admissions : Entrily was built from the ground up by “Unidirect Team.
• Uses admissions terminology : Everything looks familiar and makes sense from the start.
• Responsively designed : Designed to adapt dynamically to your smartphone, tablet, or computer. No need to use an app when you’re on the go.
• Designed for accessibility : Accessible to people with low vision, corrective lenses, and colour blindness.

Technology

• Powered by modern tools & technology : Uses tools, coding languages, and software engines that power some of today’s most innovative technology.
• A hosted solution : The leading cloud platform. Works in any major browser and is available anywhere you can connect to the internet.
• No third-party purchases or support required : All tools, including email and texting, are provided through Entrily, which makes for a seamless user experience.

Integrations

• API integrations (coming soon) : Provides API integration to real time data.
• Online payment processing : Integrates with many payment gateways

Security

• Data encryption : Data is transmitted over a secure, encrypted channel, using https, and encrypted both at rest and in transit.
• Backup and disaster recovery : Full system backups are performed weekly, incremental backups are performed nightly, and transaction-log backups are performed hourly.

User Permissions

• Unlimited users : Includes unlimited user licences.
• Simple set-up : No technical experience required.
• Granular permission groups : Customise permissions at the field level for each user.

Records

• A home for all your data : Collect and store all of your firm’s-related data.
• Create & store records : Create and store records for admission operations (e.g., student, counsellors), Institutions (e.g., high schools, colleges, employers), Course (MA, M.Sc., etc) and Employees (e.g., counsellors, reporting manager etc).
• Assign multiple roles : Assign multiple roles to people in your firm.
• Associate and store unlimited data : Associate and store unlimited mailing addresses, email addresses, phone numbers, applications, interests, sources, etc., with each record.
• Track admissions status : Track students through the recruitment funnel (e.g., inquiry, in-progress, completed, converted).
• Manage interactions : Track, view, and edit all interactions with students on a single screen.
• Create unlimited custom fields : Create all the custom fields and values you need.
• Bookmark & report on log records : Search and report on bookmarked records.
• Document storage : Attach one or more documents to a student's record.

Search

• Powerful search capability : Provides a powerful Google-like search experience enabling you to find records quickly and easily.
• Search on every data field within a single search : Define and build search parameters using all fields and conditions. No need to do multiple searches to get your results.
• Build complex searches : No coding or technical expertise required.

Import & Export

• No technical expertise required : Schedule import/export option by looking at the sample data and file format.

Lead Storage

• Lead Storage : Store hundreds of new leads from multi-platform service at no additional cost.
• Lead import/export : Import more data records and export more data records.

Duplicate Management

• Robust matching rules : All incoming records are checked against a set of 20+ sophisticated matching rules to determine if it’s a new or duplicate record.
• Resolve possible duplicates : You have the option of creating a new record or merging the potential duplicate with an existing record.

Task Management

• Create tasks : Assign tasks to yourself or other staff members.
• Manage tasks : Categorise tasks for better organisation.
• Set priority levels : Prioritise individual tasks
• Set deadlines & track progress : Set task deadlines and monitor staff progress.

Email & SMS communication

• Choose your audience : Send unlimited messages to any individual or group, including lists.
• Segment by field : Segment by any field or combination of fields to send unlimited messages.
• Automate communications : Automatically send communications based on actions taken by People/Organisations. For example, set up a series of follow-up email messages to go to any student who opens an email.
• Schedule sends : Launch a campaign immediately, or schedule it for a future date or time.
• View email communications plan : View your communications plan in a calendar or list format.

Texts

• Choose your audience : Send text messages to any individual or group.
• Segment by field : Segment messages by any field or combination of fields.
• Schedule sends : Send texts immediately or schedule them for a future date or time.
• Send reminders : Send reminders (e.g., event invitations, deadline notifications) based on specific dates and times.

Applications

• Apply your branding : Customise the look and feel of your applications and application-related email messages.
• Mobile-first design : Enable viewing and application submissions from a mobile device.
• Pre-populate fields : Pre-populate the information you already know.
• Track progress : See which students have started but not yet completed your application.
• Request documentation : Allow students to request and track online recommendations.
• Upload documentation : Upload documents such as essays, personal statements, and résumés.
• Accept online payments : Integrate with your payment gateway.
• Print completed applications : Print custom PDFs of completed applications one-by-one or in batches.

Reporting & Analytics

• Best reporting & analytics : Provides best real-time reports.
• No technical knowledge required : Generate reports without any coding or technical expertise.
• Utilise predefined reports : Access standard reports to quickly view and analyse your recruitment and admissions data.
• Visualise data : View data in a variety of ways, including bar, line, pie charts, and more.
• Build custom reports : Create custom reports using any combination of data fields.
• Download reports : Export reports in a CSV, Excel, or PDF format.

Implementation

• Start when you’re ready : Begin the implementation process on your timeline.
• Fully managed process : You’ll be assigned a dedicated implementation specialist, who previously worked in admissions. They’ll guide you through the process -- from end to end -- and do the “heavy lifting” for you.

Training & Support

• Minimal training required : We’ll provide you with unlimited, live, online training customised to your needs. Because Entrily is intuitive, simple to use, and delivers a consumer-software-like experience, minimal training is required.
• Unlimited, live support : Our legendary Client Care team is available to you, your entire staff, AND the students you serve 365 days.