Prerequisites for Setting Up Enroll Module

Overview​

This comprehensive setup guide helps administrators configure CampX's Enroll Module for effective student admission management. From lead tracking to fee structures, this guide provides essential configurations to establish a complete enrollment workflow that supports lead management, counselor assignments, and student admissions processing.

Key Features​

→ Lead Status Configuration for tracking prospect engagement levels and follow-up requirements.
→ Lead Source Management to identify and track the most effective recruitment channels.
→ Quota System Setup for managing admission categories and seat allocations.
→ Caste and Sub-Caste Configuration for compliance with reservation policies.
→ Cluster Management for organizing students and coordinators by groups.
→ User Profile Relations for assigning roles like Admin and Counsellor to department staff.
→ Fee Structure Configuration supporting multiple fee types and payment options.
→ Counsellor Assignment for dedicated student guidance and admission support.

Configuration Setup​

● Lead Statuses​

Configure status categories to track lead progression and engagement levels throughout the admission journey.

Steps to Configure Lead Statuses:

1. Navigate to Configuration > Enroll > Lead Statuses
2. Click Lead New Status button to create new status categories
3. Enter Status Name with descriptive terms (e.g., Interested, Follow-up Required, Application Submitted)
4. Choose a unique Colour Code for visual recognition and quick identification
5. Click Create Status button to save the new lead status

● Lead Sources​

Set up source tracking to identify the most effective recruitment channels and optimize marketing efforts.

Steps to Configure Lead Sources:

1. Navigate to Configuration > Enroll > Lead Sources
2. Click Add New button to create source categories
3. Enter Source Name (e.g., Website, Social Media Ads, References, Walk-in Inquiries, Education Fair)
4. Click Submit button to save the lead source configuration

● Quota Configuration​

Establish quota categories for managing different admission types and seat allocations per program.

Steps to Configure Quotas:

1. Navigate to Configuration > Enroll > Quotas
2. Click New Quota button to create quota categories
3. Enter Quota Name for the selected degree (e.g., General, Management, NRI, Sports)
4. Select the applicable Degree from the dropdown menu
5. Click Create Quota button to save the quota configuration

● Caste Configuration​

Set up caste and sub-caste categories for reservation policy compliance and accurate student classification.

Steps to Configure Caste Categories:

1. Navigate to Configuration > Enroll > Caste
2. Click New Caste button to add caste categories
3. Enter Caste details in the main category field
4. Specify Sub-Caste information for detailed classification
5. Click Create Caste button to save the configuration

● Clusters​

Organize students and coordinators into manageable groups for efficient administration and communication.

Steps to Configure Clusters:

1. Navigate to Configuration > Enroll > Clusters
2. Click Add New button to create cluster groups
3. Select Batch from the dropdown menu to specify the academic year
4. Choose a descriptive Cluster Name for easy identification
5. Select the Cluster Head who will manage and coordinate the cluster
6. Choose Coordinators to be part of the cluster for support and assistance
7. Click Submit button to save the cluster configuration

● People and User Profiles​

Assign user profiles and roles to department staff for proper access control and responsibility allocation.

Steps to Configure User Profile Relations:

1. Navigate to Configuration > Enroll > People
2. Click Add User Profile Relation button to assign roles
3. Select Department from the dropdown menu
4. Choose User(s) from the department staff list
5. Assign appropriate Profile (Admin, Counsellor, etc.) based on responsibilities
6. Click Confirm button to save the user profile assignments

● Fee Structure​

Configure comprehensive fee structures supporting multiple fee types, payment options, and quota-specific variations.

Steps to Configure Fee Structure:

1. Navigate to Configuration > Payments > Fee Structure
2. Click Add New Fee Structure button to create fee configuration
3. Select Program Details:
   • Choose Batch (academic year)
   • Select Degree and Program from dropdown menus
   • Specify applicable Quota category
   • Check Lateral Entry box if applicable
4. Configure Fee Components:
   • Click + icon to add fee types (Admission Fee, Examination Fee, Caution Deposit, Bus Fee, Hostel Fee, ID Card Fee, Library Fee)
   • Enter Amount for each selected fee type
   • Configure Single Payment option if entire amount must be paid at once
   • Set Minimum Amount requirements if partial payments are allowed
   • Configure additional fee parameters as needed
5. Click Submit button to save the fee structure
6. Use Edit icon to modify existing fee structures when needed

● Counsellors​

Assign dedicated counsellors for lead management, student guidance, and admission support throughout the enrollment process.

Steps to Configure Counsellors:

1. Navigate to Enroll > Counsellors
2. Click Add Counsellor button to assign counseling roles
3. Select Employee from the list of active users in the system
4. Click Submit button to confirm the counsellor assignment

Managing Counsellor Assignments:

• View all assigned counsellors in the counsellors list
• Remove counsellor assignments using the available management options
• Monitor counsellor performance and lead conversion rates

Common Issues & Solutions​

Support​

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Access Support Portal from the footer and click on "Login with CampX."