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, Apply, Pre-departure, and On-site phase 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. Thus, allowing users to streamline their workflow and processes. 

Via uses an application's 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 Home Dashboard....

1. Login to Via
2. Click Home 
3. Click the View button within the Interested category
4. You'll be redirected to a pre-filtered view
5. Take Action
   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. Login to Via
2. Click Home 
3. Click the View button within the Applying category
4. You'll be redirected to the pre-filtered view
5. Take Action
   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. Login to Via
2. Click Home 
3. Click the View button within the Pre-departure category
4. You'll be redirected to a pre-filtered view
5. Take Action
   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. Login to Via
2. Click Home 
3. Click the View button within the On-site category
4. You'll be redirected to a pre-filtered view
5. Take Action
   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