Creating Territories in Recruiter Territories use Recruiter system

Creating Territories in Recruiter

Territories use Recruiter system functionality to automatically assign prospects to their appropriate staff liaison (counselor, advisor, recruiter, etc. ) Territories are typically created based on a combination of the following: • • • Geography • Country • State • Zip Code High School Attended Extracurricular Activities • Athletes • Honors In order to create territories Users must first be set-up within Recruiter. Your team must also determine an order of precedence for the Territories (e. g. which one will the system assign a prospect to first).

§ Step 1: Define Academic Terms – this should be done when data is provisioned into the system at the time of installation. To ensure terms have been defined: § § § Click on Recruiting Scroll down to the bottom left navigation pane Click on Academic Terms

§ Step 2: Define Recruiting Periods – it is critical to identify a start and end date for each period based on your institution’s needs. • • • Click New Enter the Code for the Recruiting Period Enter the Start Date Enter the End Date Enter the Owner – typically Recruiter Administrator Click Save & Close

§ Step 3: Define Recruiting Teams – Reports are heavily driven by these teams. To create a team: § § § Click New Enter the Name of the team Enter a Code to be associated with the team Enter a team Owner, typically “Recruiter Administrator” at the system level, or the Admissions Director, etc. Associate the correct Current Recruiting Period based on those outlined in the previous step. Click Save & Close

§ Step 4 Creating the skeleton of the Territory • • Click New Enter a Name Enter a Code Choose the Recruiter to whom this Territory will be assigned Choose a Recruiting team Enter a short description of the Territory. Hit Save & Close Repeat until all Territory skeletons are created.

§ There are two ways to create Territories 1. 2. Choose the criteria for a Territory within the Territory configuration. Create an Advanced Find with the criteria for a Territory and associate it to the correct Territory within the configuration. § We will cover the options in that order

§ Step 5: 1 Creating a Territory from the criteria found within the Configuration § Open the Territory you wish to configure by double clicking from the main territory screen

§ Step 5: 1 Creating a Territory from the criteria found within the Configuration • Scroll down until you reach the prospect criteria (or click on the prospect criteria hyperlink on the upper left of navigation menu). • Under the “Record must match all of the following” click on Add Condition and then the dropdown • The following menu will appear • Choose the criteria • For this example we are creating an Bachelor’s Accounting Territory so we choose academic program

§ Step 5: 1 Creating a Territory from the criteria found within the Configuration • • Click on the button with “…” A look-up menu will appear Click Select

§ Step 5: 1 Creating a Territory from the criteria found within the Configuration Open the Territory you wish to configure by double clicking from the main territory screen § § § If we wanted to make this Territory U. S. Bachelor’s Accounting we scroll down to the second box Under “And at least one of the following” click on Add Condition and then the dropdown Choose Country Type United States into the box (as opposed to clicking on the “…”) and select it Click Save

§ Step 5: 2 Creating a Territory from an Advanced Find § Click on the Advanced Find icon from the ribbon menu and the following window will open § Note that the Look for: Recruiting Territories is automatically populated – change this to Contacts by clicking on the drop down arrow. § For this example we are building an advanced find to populate the International territory. § Choose the criteria for the Advanced Find § Citizenship Status equals Citizen § Click Save As and name the Advanced Find for the Territory, indicating again that it is for a Territory assignment in the Description. § Click the red “X” to close

§ Step 5: 2 Creating a Territory from an Advanced Find § Open the Territory you wish to configure by double clicking from the main territory screen § Scroll down until you reach the prospect criteria (or click on the prospect criteria hyperlink on the upper left of navigation menu). § Under the “Record must match all of the following” click on Add Condition and then the dropdown § Choose Prospect View from the dropdown

§ Step 5: 2 Creating a Territory from an Advanced Find § § Click the “…” for a lookup The default view of “My Active Contacts” appear. Click the dropdown to choose the Territory Advanced Find you want to associate with this Territory. For this example we are pulling the Territory – International view Click Select View Hit save and Close

§ Step 6: Creating a Default Territory You can create a default territory by either: 1. Choosing the Default checkbox in an existing territory 2. Creating an additional territory with no criteria, naming it default and choosing the Default checkbox. § Step 7: Setting Precedence for Territories by using the arrows within the following window to move the Territories up and down. The precedence column is located on the left of the inner screen and will list the order of precedence for the Territories created.

Congratulations! You have now configured Territories within Recruiter.