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Education Configuration Overview: Getting Started
Education Configuration Overview: Getting Started

Unsure where to start? Check out our recommended starting configuration for Automotive customers who are new to the platform.

Updated over a year ago

Whether you're a Daycare/Preschool or a College/University, Medallia Concierge can help you deliver important information to students and parents. Want to send cute pictures of kids through out the day? Need to quickly notify parents of emergency situations? Want to reduce time that it takes your staff to answer FAQs around admissions, financial aid or course schedules? We're here to show you how!

Below is our recommended starting configuration and platform setup for Educational Institutions who are new to the Medallia Concierge platform

KEY INTERACTIONS to think about:

  • New Student Registration

  • Application Tracking

  • Auto-response for after hours communication

CONTACT FIELDS to create to capture key attributes:

  • Application Status

  • Student Type (current, prospect)

TAGS that can be temporarily applied to individual contacts:

  • Graduate

  • Undergrad

  • Drop In (early education use case)

TEMPLATES to create to help standardize replies to FAQs:

  • Application Deadline

  • Office Hours / Contact Information

  • Financial Aid Resources/Information

SEGMENTS to create to help you with grouping your contacts by key attributes:

  • Application Status

  • Current Student

  • Prospective Student

ZINGS to create to automate your communication and processes:

  • Inbound Phone Call

  • 5 minute Escalation Zing

Want to see a step by step walkthrough of this and other Education use cases? We've got you covered, check out the video section of our knowledge base for our in depth video tutorials.

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