Queries: Pre-Verification Query

Creating a Pre-Verification Query: What is Pre-Verification?

Pre-verification accomplishes the following:

• Grants automatic site access for members with the email addresses you have provided
• Creates a unique invitation URL for each member that can be used in subsequent email invitations 
• Appends data to the members profile and reduces on boarding requirements 

For more on pre-verification, please navigate to the Managing Members article.

Query Export Requirements

A pre-verification query must include the following exports: 

1. Unique ID
   1. Important: This ID will be used for matching when sent back to Slate. 
2. First Name
3. Last Name 
4. Email Address 
5. Member Type 
   1. Important: The Member Type must match the Member Type in the Wisr app
   1. Example: if the Member Type in the Wisr App is listed as Admitted First Year Student, the query must return the string Admitted First Year Student (case sensitive).
   2. Please reach-out to your Wisr point of contact with questions regarding the member type configuration. 

Query Properties and Export Configuration: 

• Select Edit Properties
  • Select and set the following properties
    • Execution Options: Retrieve only the new records since the query was last run
    • Fetch Behavior: Always preserve where clause on fetch
    • Save
• Select Schedule Export

• Select and set the following settings
  • Status: Inactive (Until testing is complete)
  • Destination: Custom File Transfer
  • Connection: sftp://User-ID@sftp.wisr.io
    • IMPORTANT: The User-ID matches the User ID in the Outgoing Service Account (Remote) previously created.
    • Please make sure the User-ID matches.
  • Path: /incoming/pre-verified-your_school_name-%FT%T.csv
    • Please enter your school name in the path. 
  • Encryption: Secure Transfer
  • Notification: Failures Only
  • Notification Email: Insert an Active Email Address
  • Format: Delimited (tab-delimited, CSV, etc.) 
  • Delimited: Comma (,)
  • Headers: Include Header Row
  • Text Qualifiers: Double Quotes (")
  • Line Endings: <Cr><Lf>
  • Encoding: Unicode: (utf-8) 
  • Suppress Empty: Suppress Empty Files
  • Requested Delivery: Overnight 2:00 a.m. - 4:00 a.m. (preferred window)
  • Requested Weekdays: Monday - Friday
  • Requested Priority: Normal

Final Steps: 

• Be sure the User is listed as the Service Account Wisr (Outbound) user created earlier in setup
  • By default, Slate automatically assigns the query to the user that created the query. 
• If the User is not associated with the Service Account Wisr (Outbound), the connection will fail.