How do I customize Traveler Intake for my Organization?

Via's Intake to Travelers is one of two pre-advising tools that organizations can use to gather important information from travelers when they first create an account. It allows organizations to ask up to 21 commonly asked questions, allowing admins to collect valuable insights early on and have more meaningful conversations with travelers. Administrators with permission can disable, enable, reorder, or make pre-built Intake questions required (or optional). Organizations can also disable Via's Intake to Traveler settings option to OFF.

 

When travelers have responded to these questions their responses will be saved inside their profile within the Traveler Info or Program Preferences tab. 

Within the Traveler Info tab administrators will see the responses to the following Traveler Info Sections:

  • Personal Information
    • First Name 
    • Last Name
    • Preferred Pronouns (Pronouns)
    • Home Institution (Home Campus)
    • Year in School
    • Veteran Status (Veteran)
  • Academic Information
    • Traveler Type 
    • Anticipated Graduation Year
    • Cumulative GPA 
    • Academic Major (Major-primary)
    • Academic Minor (Minor-primary)
    • Honors Program (Honors Status)
    • First-Generation Status
  • Passport Information
    • Countries of Citizenship (Country/Countries of Citizenship)
    • Passport (Passport Status)

 

Within the Program Preferences tab administrators will see the responses under the Intake Section:

  • Participation Certainty 
  • Traveler Goals/ Motivation
  • Previous Traveler Experience (Travel History)
  • Questions/Concerns
  • Financial Information (Funding Sources)
  • Financial Aid (Receives Financial Aid)

 

To customize Intake Questions for your Organization...

  1. Click on Profile picture and silhouette 
  2. Click Settings 
  3. Click the Intake Settings tab
  4. Toggle Intake to Travelers to ON 
  5. Disable, enable, make required (or optional), and reorder questions based on your preferences
  6. Click Save