Required fields:
Here are the fields we require for each record.
First name
Last name
Email
Admission year (YYYY)
Date of birth
📣 Note: For DOB Fields, you may now set your preferred format that better align with how your CRM is structured. Be sure to use a consistent format to import your leads successfully as this is one of the required fields. You will be able to set this up when you map your fields on the CollegeVine side.
Recommended fields:
Here are the fields we highly recommend including in your lead import.
Phone number(+1XXXXXXXXXX)required to call students and gather consent to call
E.164 is the preferred format (+1XXXXXXXXXX), but can be accepted without country code for US numbers (XXXXXXXXXX)
Consents to AI phone calls(true/false or leave the value empty)required to identify leads that have already consented to AI phone calls
Please use the following values:
true= lead has explicitly opted inAI Recruiter will make phone calls without emailing for consent first
false= lead has explicitly opted outAI Recruiter will neither make phone calls nor email for consent
Leave the field empty if you are missing consent information for the lead
AI Recruiter will email the lead to ask for consent and then make phone calls accordingly
For those with Website Recruiter included:
Self-reported identityYou will need to send us this field in your export for us to update it on our end
The options for this field will be customizable during onboarding
Lead stage field(s)to indicate where in the enrollment funnel your leads areMost partners include 1 or 2 lead stage fields, and use these fields for two main purposes:
To tell the AI Recruiter when to start/stop treating a lead
To give the AI Recruiter custom instructions on how to treat each lead (e.g., If stage = Application-Started then encourage the student to log back into their application portal at www.university.edu/apply/login)
Later, your team will work with your CollegeVine Project Manager to map your 1-2 lead stage field values to the funnel stages your AI Recruiter understands (see below) and set the logic for when to start/stop treatment.
Prospect
Inquiry
Application - started
Application - completed
Decision - accepted
Decision - rejected
Decision - waitlisted
Enrolled
If you have one stage field that maps nicely to the above options, great!
Otherwise, you can use up to two fields that, when combined, map to the funnel stages. For example, here’s what one partner did:
Field 1 (
Lead Stage):Prospect
Inquiry
Applicant
Enrolled
Field 2 (
Application Status):Started
Completed
In Review
Accepted
Rejected
Waitlisted
In this example:
Applicant + Waitlisted = Decision - waitlistedProspect = Prospect
Other suggested fields:
Any other fields you have that would be helpful for the AI recruiter to use to personalize messages to leads. Examples include:
Location fields: Street address, City, State, Zip code, or CountryIntended majorGenderPreferred NameFAFSA completedHas visited campus
Note: In a later step, you will be able to map each of these fields to a CollegeVine default property or create a Custom Property so your AI Recruiter knows how to handle each data point.
For any questions about these fields or others, please reach out to your CollegeVine partnerships team.