Referral Automation
- Bulldog Connect
Creating an Issue Referral Automation
On the Lists and Saved Items page, navigate to the Automations table. Click New Automation. The New Automation page opens. Enter the Automation Name.
Enter the Automation Conditions. Select a Saved Search and then choose Issue Referral from the THEN... take this action field.
If desired, check the Omit initial matches box. You may want to do this if your intent is to issue a referral on any new students who meet your conditions, for example, transfer students with a GPA under 2.0, but you have already triaged current students who meet that condition.
Once you are satisfied with the Referral Reason settings, you can then enter the Automation Schedule.
Set your duration. Next, set automation frequency. This sets how often your automation checks for new students. Finally, set a Time. You will be notified by email two hours before each automation run, so it's best to set this two hours after you can review it.
Once everything is set, click Save Automation. A confirmation window opens. Click Save as Active to start the automation.
Managing an Automation Occurrence
Once you have created an automation, it shows on the Lists & Saved Items page. Automations can be edited or deleted from here. You can also open the automation by selecting the link in the table.
Two hours before an automation occurrence runs, you receive an email notification from Bulldog Connect with the planned automation details.
Click the View Details link to go into Bulldog Connect and look at the Automation Occurrence.
You can take several actions from this page. You can review, search for, and/or omit individual students from being included in the automation occurrence. You can process the automation immediately instead of waiting for it to be sent. Finally, you can cancel the occurrence of the automation.
Viewing an Automation Occurrence
When a referral is issued from a referral Automation, it shows on the student's History Tab with Created via system automation as the referral comment.
The referral issued via referral Automation also appears on the referrals Report with "created via system automation" in the referral Comments column.