Jessica Lara

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Recent activity by Jessica Lara Recent activity Votes
  • Set up Google Analytics 4 (GA4) tracking

    Overview  Within the Parent Portal Content page, you can add a Google Analytics 4 (GA4) tracking code that allows you to track user journeys in Finalsite Enrollment! Who can access this feature? A...

  • Lottery Basics

    Overview  We've designed our Lottery feature with the unique requirements of charter schools in mind. However, its intuitive design makes it beneficial for any institution utilizing it. Whether you...

  • Integration with Finalsite CMS

    Overview  Finalsite's CMS and EMS can be connected to share data from Finalsite Enrollment into your Finalsite CMS database to facilitate communications from the Messages and Workflows modules. The...

  • Shared Access: Parent/Guardian Experience

    Overview Shared access allows a parent or billing account holder to grant access to another individual for making one-time payments on an account.   Pop some Popcorn! If you'd prefer to watch our...

  • Leads Report

    Overview Important This report is only available to the following clients: Schools that have Composer (CMS) and have Finalsite Leadflow enabled in their EMS and CMS sites. You can read more about...

  • Billing: Shared Access

    Overview  Shared access allows a parent or billing account holder to grant access to another individual for making one-time payments on an account.  This article explains how Admins can enable Shar...

  • Text Message Opt-In

    Overview  For schools utilizing our Text Messaging feature, when parents or guardians provide a cell phone number on a form, they are required to choose whether they wish to receive or opt out of r...

  • Billing: Reports and List Pages Overview

    Overview Within the Billing Module, there's a variety of reports available to track financial data in different ways. Read below to understand how you can utilize each of these reports to fit the n...

  • Prospect Management

    Overview Prospects are students or families that haven't expressed interest in your school yet, but who are potential candidates for your funnel. They might be generated from sources such as feeder...

  • Creating & Using User Schedules

    Overview To better organize your calendars, you can create a variety of schedules that can be used to label and differentiate between different appointment slots. You may want to set up and use ...