How do I track my Travelers across the enrollment Journey?

Accurately Tracking Travelers across the enrollment is essential for every organization. Using Via Insights within your Home (Admin) Dashboard will allow administrators to quickly see what travelers are in the Interested, Applying, Pre-departure, and On-site phases of their journey. This feature not only keeps organizations informed about their population but can also quickly redirect administrators to data metrics within the corresponding dashboards. This allows users to streamline their workflow and processes. 

Via uses Tracking Steps to categorize travelers into the appropriate enrollment phase. To learn more about Tracking Steps, click here.

To view and take action on Interested Travelers from the Home Dashboard....

1. Click Home in the main navigation menu
2. Click on the Interested tile
3. Via will redirect you to a pre-filtered view of the Travelers dashboard
4. Take Action to....
   1. Send a Message 
      1. 1. Select one or more data rows
         2. Click Actions 
         3. Click Send Message
         4. Compose batch Message 
         5. Click Send Message
      
      
      
   2. Invite Travelers to an Event 
      1. Select one or more data rows
      2. Click Actions 
      3. Click Event Invite
      4. Select Event
      5. Click Invite

To view and take action on Applying Travelers from Home Dashboard....

1. Click Home in the main navigation menu
2. Click on the Applying tile
3. Via will redirect you to a pre-filtered view of the Traveler Applications dashboard
4. Take Action to....
   
   1. Send a Message 
      1. 1. Select one or more data rows
         2. Click Actions 
         3. Click Send Message
         4. Compose batch Message 
         5. Click Send Message
      
      
      
   2. Invite Travelers to an Event 
      1. Select one or more data rows
      2. Click Actions 
      3. Click Event Invite
      4. Select Event
      5. Click Invite

To view and take action on Pre-departure Travelers from Home Dashboard....

1. Click Home in the main navigation menu
2. Click on the Pre-Departure tile
3. Via will redirect you to a pre-filtered view of the Traveler Applications dashboard
4. Take Action to....
   
   1. Send a Message 
      1. 1. Select one or more data rows
         2. Click Actions 
         3. Click Send Message
         4. Compose batch Message 
         5. Click Send Message
      
      
      
   2. Invite Travelers to an Event 
      1. Select one or more data rows
      2. Click Actions 
      3. Click Event Invite
      4. Select Event
      5. Click Invite

To view and take action on On-site Travelers from Home Dashboard....

1. Click Home in the main navigation menu
2. Click on View within the On-site tile
3. Via will redirect you to a pre-filtered view of the Traveler Applications dashboard
4. Take Action to...
   
   1. Send a Message 
      1. 1. Select one or more data rows
         2. Click Actions 
         3. Click Send Message
         4. Compose batch Message 
         5. Click Send Message
      
      
      
   2. Invite Travelers to an Event 
      1. Select one or more data rows
      2. Click Actions 
      3. Click Event Invite
      4. Select Event
      5. Click Invite