Alumni Profile Page

Alumni Profile Page: Overview

From the Alumni Dashboard click on an alumni name to get to the profile page.

  1. Quick notes
  2. Alumni Profile Action menu
  3. Alumni Profile Tabs
Alumni Profile: Basic Info Tab

Essential Alumni Data

  1. E-mail address
  2. Gender
  3. Age
  4. Middle name
  5. Nickname
  6. Date of birth

Alumni Address

Alumni Profile: Years as Camper Tab

Add or delete years that the alumni was a camper.

Alumni Profile: Years as Staff Tab

Add or delete any years that an alumni was a staff member

Alumni Profile: E-mails Tab
  1. Resend an email.
  2. If it happens to be a saved email then you can click on it here.
  3. Open the email to view the subject and any attachments that are with it.
  4. The email is time stamped and dated.
  5. Who sent the email.
  6. The action that was taken with this email (i.e Sent, Opened, Dropped)

Sending an e-mail

From the action menu choose "Send an e-mail"

Alumni Profile: Notes Tab

Add notes for individual alumni.

Select a category and then click "Add new note..."

Notes can be used as reminders for staff to follow up on something. (Generally they are longer notes than the quick notes section)

Alumni Profile: History Tab

"History" basically just keeps a record of what actions have taken place on an alumni's profile.

How to change previous Campers to Alumni in Campsite

The Alumni and Camper modules do not communicate with each other, so campers who are now considered Alumni must be moved to the Alumni module manually or be added as part of a mass upload to appear there. 

If you would like to report on those who are considered Alumni in the Camper Advanced Reports, we suggest changing their lead status to Alumni.

Create Alumni Individually

There is no automatic method to create Alumni in Campsite.

This means that Alumni need to be added by admin staff manually. 

To add a single Alumni at a time, hover over the red "Alumni" button on the navigation bar and click on "Add New Alumnus".
 

Once you are finished adding their first and last name, click on "Add alumnus"

You will then be brought to their new Alumni profile page.

To see more on what is hosted in the Alumni Profile please see: Alumni Profile Page

Create Alumni in Mass with Imports

Alternatively, there is an tool in your admin page to import Alumni in mass.

You can access that tool by going to your admin page, selecting the DB management tab and selecting the Import Data page form the left menu.

Once there, click on the "Import Alumni" button

Here you can import Alumni from a CSV file. For more information on importing data please see: Import Data

To change a Campers status to Alumni Individually

For any camper(s) that need to be moved to "Alumni" status, we recommend keeping their camper profiles, and changing their enrollment status to "Alumni." This way, you can preserve all of their camper data, and simply exclude them from your recruiting reports by not selecting "Alumni" as one of "Statuses" of campers that you add to the report.

To change a camper's enrollment status, go to their profile page, and double click the current status listed beneath their name (right next to their camper photo). In the dropdown that opens, select "Alumni" and then click OK to save.

To Change Camper Status to Alumni During the Rollover Process

At the end of each camp season, when you complete Step 1 of the Database Rollover process in order to start enrolling for a new camp season, you can make sure all Alumni stay labeled as Alumni in the next year when you get to the "Statuses" section - here, leave the default setting as is for the "Alumni" status to be rolled over as "Alumni" again