A few rules of engagement...

1. 1.All of the program data, names of travelers and administrative users are completely made up. (Bonus! Can you guess the theme?)
2. 2.Any notes, messages, or programs you create or program favorites you make or documents you attach will be saved and viewable by others with access to this environment.
3. 3.You can share this log-in with your colleagues. Please do not share outside of your organization.
4. 4.You can view messages sent to travelers or admins in their Via TRM message center. The traveler accounts are connected to fake emails in a Gmail inbox we control, so you will not be able to login to a fake email to see the messages.
5. 5.Use the guides below to help you explore Via TRM.
6. 6.Email info@via-trm.com or connect with your Via TRM contact to share your feedback, ask questions, or request to move forward.
7. 7.The Sandbox demo account is refreshed back to a prior demo copy from time to time. If you log back in after a time and do not see your changes, that is why!

Have fun!

Create a new Traveler Account & Profile

(estimated time: 3-5 minutes)

*If you want to login to an existing traveler profile, see the next step! Please note that we periodically remove all passwords for security, so if you create a Traveler and later find you can no longer login, feel free to create a new Traveler using the instructions below.

1. 1.Go to https://colorado-university.via-trm-demo.com/traveler/sign_up
2. 2.Put in a fake email and password. (Recommended fake email template: test+[lettersnumbers]@via-trm.com]
3. 3.Use a fake first and last name
4. 4.Build your Advising Profile
5. 5.Build your Program Preferences Profile
6. 6.Get your Program Matches!
7. 7.Click the photo or silhouette in the upper right corner of your screen and choose Settings
8. 8.Click My Account to upload a profile photo

For more information on the Traveler Sign Up process, click here to read our knowledge base article.

Explore Programs & Program Matching

(estimated Time: 5 minutes)

1. 1.As a logged in Traveler, click Programs in the main navigation menu
2. 2.Favorite a program you like by clicking the heart icon on a Program tile
3. 3.Click Only View Favorites to show only favorited programs
4. 4.Click on a program to view the full Program Brochure
5. 5.Return to your main Programs dashboard
6. 6.Use the filters on the left to narrow down Program Options
7. 7.In the program search bar, type in 'Japan' or 'Paris' or 'Study Abroad' or 'Engineering' to see programs related to Country, City, Program Type, and Subject Area
8. 8.Click Take the Program Match Quiz on the left to modify your program preferences and get a different result

For more information on Program Match, click here to read our knowledge base article.

Peruse Programs & Start or Complete an Application

1. 1.As a logged in traveler, click Programs in the main navigation menu
2. 2.Click on any program with a future term and an application deadline in the future
3. 3.Click Apply Now
4. 4.View the custom eligibility requirements for the program
5. 5.Select an available term from the drop down menu
6. 6.Check the box next to the GDPR compliance notification
7. 7.Click Next
8. 8.View Application
9. 9.Complete the fields and/or Save at the bottom of the page
10. 10.Once complete, Submit your application

Message an Advisor

(Estimated Time: 1 minute)

1. 1.As a logged in traveler, click Profile in the main navigation menu
2. 2.You will land on the Messages tab
3. 3.Create a message by typing a subject and message
4. 4.Click Send
5. 5.View your message in the conversation thread!

Note! Your message will save to the message center and also land in your Traveler's inbox.

Login as an Existing Admin

(estimated time: 30 seconds)

1. 1.Go to https://colorado-university.via-trm-demo.com/
2. 2.Username: test+sm@via-trm.com
3. 3.Password: Password@Demo1

View a Traveler Profile

(estimated time: 2 minutes)

1. 1.Click Travelers in the main navigation menu
2. 2.Click on any Traveler's name or email address to go to their profile
3. 3.View the Traveler's information, messages, program preferences, program favorites, applications, forms, events registered and attended, and internal notes from colleagues about the Traveler

For more information on Traveler Profiles, click here to read our knowledge base article.

Create a New Program & Term

(estimated time to create a new program: 5-15 minutes depending on content)

1. 1.Click Programs in the main navigation menu
2. 2.Click + Create Program
3. 3.Add content by typing, clicking and selecting from drop down menus
4. 4.Click Save and Preview to check out your handiwork!
5. 5.Click Program Settings to add term information
6. 6.Click +Add Travel Term
7. 7.Add dates, term name and tags, if desired
8. 8.Add an Application template, deadline, decision release timeline and program alternates, if desired
9. 9.Add Form templates and deadline, if desired
10. 10.Add preferred currency, cost range and cost information
11. 11.Click to Add an Application Template
12. 12.Save

For more information on Program creation, click here to read our knowledge base article.

Create a New Application or Form Template

1. 1.From main navigation menu, click Applications and select Application Templates or click Forms and select Form Templates
2. 2.Click Create Application Template or Create Form Template
3. 3.Give your new template a name
4. 4.Select whatever fields you would like for your Traveler to complete
5. 5.Add question types based on what info you want to gather from Travelers
6. 6.Choose which questions to make optional, if any (Required is the default!)
7. 7.Save and click Preview to view what your Travelers will see
8. 8.Click Publish when it's ready to go-live

Note! Applications and Forms are not program-specific. You can add an application and form to many programs. Alternatively, you can create an application and/or form for a single, special, and specific program.

For more information on Application templates, click here to read our knowledge base article.

Custom Reports

(Estimated time: 3 minutes.)

1. 1.Click Reports in the main navigation menu
2. 2.Select what type of report you want to run -- Programs, Applications, Forms, Travelers
3. 3.Use the filters to narrow down your data to the desired info
4. 4.Add or remove columns you want to show in the table and/or export into a CSV file
5. 5.Click the Cloud icon to download as a CSV

For more information on Custom Reports, click here to read our knowledge base article.