Once your institution has agreed to integrate with Purlos there are steps needed to be complete.
1. Firstly, you will need to have a call with your Customer Success Manager so we are able to understand some key aspects of your integrated campaigns such as frequency, type and end dates.
2. Next, you will receive an email from our Integration team with the specific instructions on how to technically integrate your MIS and our platform. A call can be arranged between yourself and our Integration team if necessary.
3. Now you will need to go away and complete the aforementioned instructions which will include setting up the automation and composing a CSV file amongst others.
4. Once the set up process is complete, you will be required to send a test file through integration. This is a precautionary measure to ensure that everything has been set up correctly on both sides, before starting to send real student data.
5. Once checked, our Integration team will then give the green light to start providing real student data.
6. Once your campaigns have successfully been sent, we will have a final feedback call to understand how the integration process went for you, to ensure we can continually improve our system.
Once you have successfully integrated, and your campaigns are up and running, you will start to notice them on your Roadmap. Any time a campaign is sent through Integration, it will now appear on your Roadmap like so:
If you ever wanted to see how the integration is going, just head over to your Roadmap and you'll see every time a campaign has sent!
If you have any questions feel free to reach out using the widget in the bottom right hand corner of your screen.