Features & Functionality
What Is entrily Features?
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.
- 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.
- 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.
- API integrations (coming soon) : Provides API integration to real time data.
- Online payment processing : Integrates with many payment gateways
- 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.
- 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.
- 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, MSc, etc ) and Employees
( e.g., counselors, 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.
- 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 : 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.
- 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.
- 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/Organizations. For example, set up a series of follow-up email messages to go to any student who opens an
- 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.
- 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.
- 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.
- 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.