Filtering Applicants with Completed Payments & Unsubmitted Forms (Mid/Pre Payment Case)
Overview
Consider a scenario where a student initiates the application process and successfully completes the payment. However, due to unforeseen circumstances, they do not proceed with submitting the application form.He may have been occupied, encountered technical difficulties, or simply overlooked the process. As a result, their application remains incomplete, leading to delays in the admission process.
In Meritto, you can easily filter out such applicants—those who have paid but haven’t submitted their forms. This allows the admissions team to step in at the right moment and ensure no potential applicant is left behind.
How This Helps:
Tracking Unsubmitted Applications: Quickly identify applicants who have made the payment but haven’t completed their forms.
Timely Follow-Ups: Reach out via email, SMS, or calls to remind and assist them in finishing their application.
Boosting Completion Rates: Encouraging applicants to finalize their submissions reduces incomplete applications and keeps the admission process running smoothly.
By using this filter, institutions can minimize manual tracking, improve applicant engagement, and ensure a more efficient enrollment process.
Checking the students who have paid but not submitted the form
Navigate to Application Manager:
Go to Application Manager > Manage Applications.
Selecting a Form:
Click on the Form Name at the top-left corner of the page, whose applications you want to filter.
Apply Filters:
Click on on the top-right corner of the page and a Filter Applications By form is opened.
Click on Application Completion date and set the filter to empty.
Click the Add More button to add another filter, and select Payment Status and set the filter to Equals > Payment Approved.
In addition, you can use multiple quick and advanced filters as per the requirements.
For more details, refer to this article: How to Use Filters in Application Management?
Sort Filtered Data (Optional):
Use the Sort By option at the top right corner of the data table.
Choose Ascending or Descending order based on your preference.
You can use and buttons to take the actions as per your requirements.
Conclusion
By following these steps, you can efficiently identify applicants who have completed the payment but have not submitted their forms. This allows you to take appropriate follow-up actions, ensuring timely submissions and improving overall completion rates.
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