Terms
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      How do I set up Program Alternates for a specific program and term?

      Admins have the ability to create a Program Alternate selection workflow for Travelers by program and term. Given Program Alternates is turned on, Admins can opt to allow Travelers to select from any future program term in their organization. Or, Admins can curate a selection of program terms from which Travelers can make their selections.

      In order to curate a selection of options, Admins use Term Tags. For more information on creating Term Tags, click here.

       

      To add alternates where ALL future program terms appear as alternate options...

      1. Click Programs
      2. Click the settings wheel icon next to the desired program
      3. Toggle Ask travelers for alternates? to on
      4. Check the box next to Include all Programs and Terms in alternate options?
      5. Click Save

       

      To add Tags to terms that will be part of a curated selection of terms...
      STEP 1:
      1. Click Programs
      2. Click the Term Settings icon (calendar icon) next to the desired program
      3. Under the Term Dates section in program settings, click + ADD TAGS TO TERM
      4. Search for the desired tag
      5. Check the box next to the desired tag
      6. Click Add to Term
      7. Click Save to save program settings

      Adding Tags to your desired terms primes them to be included in a curated selection of alternates.

       

      To add those specific, curated terms as alternate options...

      In order to be included in the curated selection of alternates, program terms MUST HAVE:

      a. An application

      b. A start date in the future

      c. A deadline in the future

      c. A term tag that exactly matches the term tag added to the program alternates column

       

      NOTE: Tags use AND logic so if a program term has 2 tags, it will only be included in the alternates selection if BOTH tags have been added the Application column.

      If Program Term A is tagged with College of Arts AND Spanish ONLY in the Application column, travelers will see alternate options for program terms that have BOTH College of Arts and Spanish in the Term Dates column. If Program Term B is not tagged with College of Arts AND Spanish in the Application column, applicants to this program will not see Program Alternates.

       

      To curate alternate options, all terms included in this group MUST have the same Term Tags added in the Term Dates Column and Application Column.

      For example, there are 4 program options included in the College of Arts and Spanish Level 3 programs.  If a Traveler applies to 'Spanish in Spain' they can choose their backup as 'Spanish in Panama', 'Argentina', or 'Mexico'. Admins must curate these options by adding BOTH Term Tags to the Term Dates Column and Application Column for all related terms.


       

      Continue to STEP 2 if additional instructions.

       

      STEP 2:

      1. Click Programs
      2. Click the Term Settings Icon (calendar icon) next to the desired program
      3. Under the Application section, toggle Ask travelers for alternates? to ON
      4. Click + ADD TAGS to add the desired tag
      5. Search for the desired tag
      6. Check the box next to the desired tag
      7. Click Add to Term
      8. Click Save to save program settings
      9. Once saved, you will see the number of alternates reflects the number of terms to which you've added tags in Step 1 above