Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.
Send approved prospect emails and track each attempted send.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
Send approved admissions emails to eligible contacts in Excel.
Your Excel mail merge goes out after address and do-not-contact checks. You get a row-by-row report of sends and exceptions.
Prepare a CSV of applications after each admissions deadline.
Get a downloadable CSV after your form closes, with the entry count in its name and missing answers and possible repeats flagged for review.
Add late applicant files to the pending admissions review.
Your reviewer sees missing files on the pending approval item, even when a requester adds them after the review starts.
Check submitted answers before adding applicants to the tracker.
Keep your tracking table focused on valid form responses, with an email explaining what was added or what needs fixing.