Application Manager - An Overview

Application Manager - An Overview

Overview

Meritto’s Application Manager is a platform designed to track and manage applications initiated by leads within the system. It provides real-time insights, customizable filters, and seamless communication tools to streamline the entire application lifecycle. The platform enables structured processing, reducing manual workload and optimizing operational efficiency. Handling a large volume of applications manually can lead to inefficiencies, missed follow-ups, and errors. The Application Manager helps you:  
  1. Monitor real-time progress of applications.  
  2. Track and manage payments to ensure timely fee collection.  
  3. Filter and sort applications based on specific criteria for quick retrieval.  
  4. Communicate directly with applicants via email, SMS, or WhatsApp.  
  5. Download and process applications in bulk to streamline operations.  
Applications move through various tracking stages, such as Form Initiated, Form Completed, Payment Pending, Payment Approved, and Form Submitted, allowing you to stay updated on each applicant’s progress. Additionally, applications can be classified under different application statuses, including Untouched, Shortlisted, Offered, and Rejected, based on your criteria.  
With Meritto’s Application Manager, you can automate processes, enhance visibility, and ensure a smooth experience for both your team and applicants.  

Features and Elements of Application Manager

  1. Centralized Admissions Dashboard
    1. Access a customizable and flexible console that consolidates all applicant data in one view. This allows you to quickly search, sort, and edit application details without navigating multiple screens.
    2. Counselors can search for applications using various parameters, including: email ID, application number, name, mobile number, transaction ID, voucher & coupon codes, registration number, filtering and segmentation.
    3. You can modify and rearrange columns in the Application Manager based on your requirements. Furthermore, as per your requirement, you can save personalized filter views for quick access.

  2. Filters
    1. Quick Filters - Accelerate daily tasks by applying frequently used filters with a single click. Sort applicants by status, form completion, or token fee updates instantly.
    2. Advanced Filters - Define complex AND/OR conditions to refine search results based on multiple criteria.
    3. Activity Filters - Segment applications based on interactions such as email, SMS, or call history.

  3. Applicant Profile Access
    1. Clicking on an applicant’s name directs you to the Applicant Profile Page, where all details and current status are available.
    2. This centralized view provides an overview of application history, payment records, and document submissions.

  4. Effortless Application Data Management
    1. Bulk Import and Export – Upload applications in bulk, including previous session data, to unlock predictive insights.
    2. Bulk Document Download – Retrieve multiple applicant documents for streamlined verification.
    3. Bulk Status Updates – Modify application statuses efficiently in one go.

  5. Automated Remarketing Integrations
    1. Export applicant data directly to Facebook or Google Ads with a single click. 
    2. Automate remarketing efforts without manual data transfers - ensuring lists remain updated dynamically.

  6. Seamless Applicant Engagement
    1. Communicate with applicants via email, SMS, or WhatsApp, including outreach to parents if required.
    2. Utilize pre-defined templates for reminders, shortlisting notifications, or customized messages.
    3. Send messages instantly without navigating away from the Application Manager.
    4. Counselors can manually mark offline payments for online applications. Refer to How to Mark Offline Payments.

  7. Data-Driven Admissions Reporting
    1. Generate real-time reports tracking inquiries, registrations, admissions, and payments.
    2. Customize reports based on key metrics such as revenue by course, application trends by location, and payment statuses.
    3. Utilize dynamic fields within application forms for granular insights into student qualifications, financial aid preferences, marketing effectiveness, and more.

Application Tracking Stages

The Application Manager tracks applications through various stages, ensuring complete visibility into applicant progress. These stages include:
  1. Form Initiated – The application process has started.
  2. Form Completed – The applicant has completed the form but has not yet submitted it.
  3. Form Completion Percentage – Tracks the percentage of completion for incomplete forms.
  4. Payment Pending – The payment has not been made.
  5. Payment Initiated – The payment process has started.
  6. Payment Approved – The payment has been successfully completed.
  7. Form Submitted – The applicant has completed and submitted the form.
Similar to lead stages, applications can be categorized into different statuses such as Untouched, Shortlisted, Offered, Rejected, etc. To learn more, refer to How to Change Application Stage.

Conclusion

Meritto’s Application Manager is a powerful, all-in-one solution designed to bring efficiency to your admissions process. By leveraging its advanced tracking capabilities, seamless communication tools, and robust filtering options, you can eliminate manual inefficiencies, improve applicant engagement, and drive better conversion rates. Whether you are managing thousands of applications or optimizing remarketing strategies, the Application Manager ensures you have the right tools to streamline operations and make data-driven decisions. Implementing this solution will help you maintain a structured, transparent, and high-performing admission process.
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