Sending Course Invitations to Invite Faculty Members to Teach
Inviting one or more Contacts to teach a course from a Contact List View
1. Click Contacts
2. Choose a List View by clicking the drop down next to “All Contacts”
3. Select the Contacts you would like to collect
4. Click the Create Faculty Invitation
Select the course
In the Course Box, start typing in the Course Key or the Name of the Course
Select the Course Section
Course Invitation Email & Form
Course Invitation Records
Once you Invite Faculty members to Teach. A Course Invitation Record will be created to track the progress of the Invitation. You can view/update the record as follows:
View/Edit the course invitation
What happens when a Course Invitation is sent
1. The Course Invitation email template is emailed to the Faculty Member
2. The template has a special invitation code included within the email
3. Once the faculty member receives the email, they are able to respond to the request via a web form
4. Once they complete the form, it will update the Course Invitation field “Stage” in Salesforce
Managing Course Invitations, stages:
|
Status |
Description |
Automation |
|
Invited |
Default Stage when Invitation is sent |
Automatically set to “Invited” on Record Creation when Faculty invitation record is created. |
|
Accepted Offer |
Faculty member has Accepted the Invitation |
Automatically set to “Accepted Offer” when faculty accepts offer via web form. Acknowledgement Email is sent. |
|
Declined Offer |
Faculty member has Declined the Invitation |
Automatically set to “Declined Offer” when faculty accepts offer via web form. Acknowledgement Email is sent. |
|
Assignment Confirmed |
Emerson staff member confirming the Assignment |
Report for Bursar is updated: |
|
Not Assigned to Course |
Faculty Member is not assigned to the course |