1. EXPA Basics: Contacting EPs and Finding Information

EXPA Dashboard

You can access EXPA by going to expa.aiesec.org and signing in using your same login for your aiesec.org account. Your VP or LCP should have given you access to EXPA.

If you have trouble logging in to EXPA or your VP/LCP didn't give you access, ask your VP to contact the MCVP OGX for access.

  1. 1. This is the EXPA Dashboard!

    It's the first thing you'll see when you sign in. On the right side, you'll see your profile in the top corner. Below that, you can see any news or updates to EXPA. On the left, you'll see the Quick Links box.

    This is the EXPA Dashboard!

  2. 2. The Quick Links Box

    This contains most of the navigation you'll need for EXPA. First is People; this is the section you'll use the most. Then is Applications, where you can see all of the applications that EPs have sent. Opportunities is used by Incoming functions to manage how their opportunity appears on EXPA and the aiesec.org portal. Farther below is Committees, where you can manage your LC's permissions. There are also links for EXPA Support at the bottom.

    The Quick Links Box

  3. 3. You Can Also Navigate with the Sidebar

    The sidebar has all of the Quick Links sections available for easier access. You can also return to the dashboard at any time by clicking the AIESEC Logo in the top of the sidebar.

    You Can Also Navigate with the Sidebar

  4. 4. Let's check out the People section

    This is where you'll be the most. When navigating with the Sidebar, you'll be given 2 options: "People" and "People I Manage."
    "People" Displays all of the EPs assigned to your LC, while "People I Manage" only shows EPs that have been assigned to you specifically.

    Let's check out the People section

  5. 5. Click on People.

    This will pull up all of the EPs associated with your LC.

    Click on People.

  6. 6. Your People page should look similar to this.

    It lists all of the EPs assigned to your LC. You can see the number of their EXPA ID, their Name, who is managing them, their Email, when they signed up, Phone Number, their Referral, and much more.

    Your People page should look similar to this.

  7. 7. Change the Column view

    By default, you may not have the same information present in your People page as you see in these examples. To change that, go to this icon towards the top right of the People page, just below the Search and Filters bar. Here you can choose which columns are displayed.

    Change the Column view

  8. 8. The Columns Bar

    Once you click on the Columns icon, this dropdown will appear. Here, you can enable and disable various information displayed on the page.

    The Columns Bar

  9. 9. Let's get into Contacting EPs.

    Find the Name column of your EPs. This is where you can open their profile to take further action.

    Let's get into Contacting EPs.

  10. 10. Click on an EP's name

    This will open up their profile page. There will also be a display box that gives a brief overview of the EP when you hover over a name.

    Click on an EP's name

  11. 11. This is the EP page.

    Here you can find their Applications, their number of Accepted Applications, number of Rejected Applications, Managers, Interview status, Follow up status, Active applications, notes, and tags.

    This is the EP page.

  12. 12. Every EP needs to have a manager assigned to them.

    You can assign a manager by clicking the Plus symbol in the managers box.

    Every EP needs to have a manager assigned to them.

  13. 13. Assign a manager by typing in their name in the popup box.

    Remember: If someone on your team is supposed to be contacting EPs, they won't be able to see the EPs if they're not assigned as manager. Making sure EPs are assigned the proper manager is the first step in contacting the EP.

    Assign a manager by typing in their name in the popup box.

  14. 14. Here we can see the EP's email address.

    For privacy purposes, the EP's email is encrypted with a string of numbers and letters. But don't worry -- when you email them, it will go directly to whatever email the EP has on file.

    Here we can see the EP's email address.

  15. 15. Click on this icon to Copy Email To Clipboard

    Now that you have their email copied, you can paste it into your preferred email service and send them an email! Remember, it will still show up as the encrypted string, but the email will go through as normal.

    Click on this icon to Copy Email To Clipboard

  16. 16. Just below the Email you can see other information.

    Such as their LC assignment and their Last active date.

    Just below the Email you can see other information.

  17. 17. Mark the EP as Contacted immediately after emailing them.

    You can do that by going to the Follow Up dropdown menu on the EP's page.

    Mark the EP as Contacted immediately after emailing them.

  18. 18. In the Dropdown menu, click Contacted

    There are a number of other options here as well. As you progress in contact with the EP, updating their follow-up status is a good way to keep track of your efforts. At minimum, they should be marked as "Contacted".

    In the Dropdown menu, click Contacted

  19. 19. If you need to see other information about the EP...

    You can go to Details under their name.

    If you need to see other information about the EP...

  20. 20. The Details page

    This has a host of information regarding the EP. Critically, it also has their Phone Number. You can contact the EP via phone if you don't wish to send them an email. Either way, mark them as contacted!
    Tip: You can also see phone Numbers if you have the column enabled in the People page of EXPA.

    The Details page

  21. 21. The Applications Tab

    If the EP has applied to an opportunity, you can view more info about it here.

    The Applications Tab

  22. 22. Here's an example of an EP's Applications tab.

    As you can see, this EP has been applying to a lot! Similar to the People page, you can filter, sort and view various columns relating to their application.

    Here's an example of an EP's Applications tab.

  23. 23. Find the Opportunity column

    This displays the opportunities the EP has applied for. If it's not there, you can enable it by changing the column display in the top right.

    Find the Opportunity column

  24. 24. Click on the Opportunity to get more details.

    Click on the Opportunity to get more details.

  25. 25. This is the Opportunity page.

    In the top left you can see the Opportunity name, the LC, and the city. In the middle of the page you can see whether or not the Opportunity page is still active, the managers of the opportunity, and the number of slots left for the opportunity.

    This is the Opportunity page.

  26. 26. The Managers box

    This is where you can find the Opportunity managers. They are the AIESEC member(s) responsible at the Hosting LC. As an EP Manager, you'll be in touch with them eventually. You can hover or click on their circle to pull up their email.

    The Managers box

  27. 27. Go to The Opportunity Details Tab

    to find more information about the opportunity and project.

    Go to The Opportunity Details Tab

  28. 28. Opportunity Details

    This shows a list of details regarding the opportunity. Project description, SDG, Job description, and activities are all listed here. This is also the same information that will appear on the aiesec.org website.

    Opportunity Details

  29. 29. Go to the Slots tab

    To find more information about the slots left in the project.

    Go to the Slots tab

  30. 30. The Slots tab

    This will show you the start dates, end dates, number of openings, and applications for the particular project. Furthermore, the blue button will indicate whether or not it is currently active.

    The Slots tab

That's it! You now know everything you need to know to contact your EP on EXPA, find their details and details about their applications.