This guide walks you through connecting Tassel to Blackbaud Enrollment Management so we can:
- Push inquiries directly into Blackbaud (Part 1)
- Pull enrollment data for ROI reporting and Healthy Enrollment Data Tracker matching (Part 2)
Part 1: Connect the Tassel Inquiries App to Blackbaud #
This connection allows Tassel to automatically push inquiries into Blackbaud Enrollment Management.
Step 1: Open the Blackbaud Marketplace #
- Log in to Blackbaud. This user must be an admin or have permission to manage marketplace applications.
- Navigate to the Blackbaud Marketplace.
- Visit the Manage page.
Step 2: Connect the Tassel Inquiries App #
- Select Connect app.
- Paste the following Application ID into the field:
3f3f83c3-2508-454c-b69c-f6a99112e3ac- The application details will appear for confirmation. It should be the Tassel Inquiries application.
- Select Connect.
You may see a warning message during this process. This is normal and expected.
Once connected, the application will appear on your Manage page.
Step 3: Complete the Authentication Process #
After the app has been connected in Blackbaud, complete the authentication process by visiting: https://blackbaud-sky-api.tasselmarketing.com/auth/connect.html. Follow the prompts to authorize the connection. You will need to connect with the same user as in Step 1 above.
Notify your Tassel Enrollment Marketing Manager that the application has been connected to your instance of Blackbaud Enrollment Management.
Part 2: Grant Tassel Access for ROI & Enrollment Reporting #
This connection allows Tassel to securely pull enrollment and admissions data for:
- ROI reporting
- Enrollment attribution
- Matching against the Healthy Enrollment Data Tracker
Provide File to Tassel Monthly with no Account Access #
If you would prefer not to grant Tassel access, refer to this example file that lists the data Tassel needs to most accurately map and report on ROI. The following instructions are also in the example file, but are included here for convenience.
This is an example output file from Blackbaud to provide to Tassel for ROI matching. Go to Reporting > Manage Lists and create a new list to use monthly. Name it something memorable.
Edit the list to include the columns as listed. The order is not as important. We minimally need parent phone numbers and emails and fields that indicate: tour/visit, application, and enrolled. Any waitlist and admitted fields or status indicators are optional but helpful.
Most field column names are the same across all Blackbaud Enrollment Management instances. The tour columns are different and unique. Search for the fields that indicate the tour for your school, and include them in the file to regularly send to your Enrollment Marketing Manager.
Step 1: Create a Tassel User #
In Blackbaud, invite the following user:
tech@tasselmarketing.com
Reference Blackbaud’s support article on how to invite new users.
Step 2: Assign Permissions #
The user must have access to:
- Enrollment Management
The account should have:
- Admissions Manager access level or higher
Higher permission levels are acceptable if needed by your internal policies.
Step 3: Confirm with Tassel #
Once the user is created and permissions are configured, notify your Tassel Enrollment Marketing Manager.
Need Help? #
If you have questions or run into issues during setup, contact your EMM or message the helpdesk at helpdesk@tasselmarketing.com.
