How to Track Education History

Education tracking helps you understand your constituents' backgrounds, identify alumni relationships, and segment communications appropriately.

Recording Education

1. Open a constituent record.
2. Click Education in the Workspace Menu.
3. Fill in the fields directly on the page. There is no separate add step and no add button.
4. Click the save icon in the title bar at the top of the workspace.

The four sections

• Current Education is for someone still studying. It carries the Currently a Student switch in its header, then School Name, School District, Education Level, Current Year in School and Graduation Date.
• Undergraduate holds Facility / Institution, Degree Type, Degree, Minor and Class Year.
• Graduate and Doctorate each hold Facility / Institution, Degree and Class Year.
• Additional holds Additional Training, Fraternity / Sorority and Honors Society.

Three qualifications, one of each level

The page is a form rather than a list you add rows to, so it holds one undergraduate, one graduate and one doctorate record per person. Someone with two master's degrees has room for one of them here; put the other in Additional Training or a note on the record.

Using Education Data

Education Level is the field the reporting uses. The Member Demographics Pie Chart Report - Education in the Report Center breaks your members down by it, so that field is worth filling in consistently even when you skip the rest.

Best Practices

• Capture education during intake or registration, while you are already asking questions.
• Standardize institution names, since "UNC", "U.N.C." and "University of North Carolina" do not group together.
• Update it when a constituent finishes a new degree.
• Use education data respectfully in communications.