...
When a person is uploaded to Slate as part of the Purchased List process, the name if of the last list is associated with the person. This name is used to target the population for marketing purposes. If the same person is loaded more than once, the list name will be updated to the most recent value. In many cases, names are loaded multiple times through separate uploads, so the counts will always represent the number of unique people with the specific purchased list name.
...
- Prospects = Unique people loaded to Slate with the associated Purchase List Source Name
- Leads = Unique people from the list that have interacted in a meaningful way with Slate (e.g., created a profile, requested info, started an application, etc.)
- RFIs = Unique people that submitted an RFI, or otherwise designated a Program of Interest in Slate
- Apps = Unique people that started an application in Slate
- Opt-outs = Unique people that requested to be removed from all communications
Can I get the details for the profiles that are in the leads, RFIs, and apps categories?
To view the details within PowerBI:
Right-click on the data point that you wish to look at more closely, and choose the "Show data point as a table" option from the popup menu.
The resulting screen will give you the full details for that group, including the Reference ID that can be used to lookup up the person profile in Slate.
To export to Excel:
The underlying details for the Leads List Breakdown table can be downloaded using the Export Data function in Power BI. If you want the Slate ID to lookup the application, be sure to select the Underlying Data option in the export.
Stakeholders
Leadership, Admissions