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1、Maximizing Resources from Prospect to OrientationSara Jane MuskBellarmine UniversitySarah HayesUniversity of CincinnatiMaximizing Resources from Prospect to OrientationSara Jane MuskDirector of Enrollment CommunicationBellarmine UniversitySarah HayesAssistant Director of Admissions,CRMUniversity of

2、CincinattiOverview Research Question When resources are tight every prospect counts.What opportunities exist in Slate to streamline the student experience and manage admission processes throughout the enrollment funnel?Search in house Engagement scoring Yield management Pre-OrientationBackgroundHist

3、orically,Third-Party Vendors managed name buys,inquiry campaign,ads and yield campaignQuestions emerged around data opportunities if all processes existed in our Slate instanceInability to control the message and respond to student concerns immediatelyPrerequisitesIf you can do Slate,you can do sear

4、chSlate experience and depth of understandingStrong teamBuy in from leadership101 Foundations of SearchBuilding your first search listIdentify your quantity goalsUse your DataKnow your targets101 ContinuedTiming is everythingControl your cadenceEnsure staff availabilityBe strategic101 ContinuedThink

5、ing aheadCampaign creationTailored messaging to the audience202 Scaling SearchSo many prospects so little budgetWho gets print pieces?Who gets ad spend?Enter Engagement Scores202 ContinuedWhat is an engagement score?How do we manage them?Create the Field When you create new fields you need to think

6、ahead about how you will be using them and how you would like to be able to report on your data Be sure it aligns with your goalsConsider Your Rule StructureDo you need to use exclusivity groups?What is your top priority rule?Create the RulesRules will set the values for your fieldScheduled Export F

7、ieldsHow can you ensure the rules run on your records?Scheduled Export QueriesSource Format Update301:Closing the DealWhat is yield management?Why is it important?Why do it in Slate?Inbox Live Bot-SMS Inbox live allowed us to send thousands of records messages and automate the follow up in the major

8、ity of situationsYield Portal-Email Not all students respond to SMS messages,so we also use a portal and yield form to collect student plans to enrollFollowing Up-AutomationsStudent Experience-Personal Student gets a response that is crafted to address their specific concerns,but also helps to usher

9、 them forward in the decision process in a personal way Follow up lists are created for staff assigned inclusive of the information that students need addressed Although it is reportable,automated,and efficient,the student feels connectedSMS Responses Mapped Clean UpResultsCounselors can prioritize

10、students who are interested in comingClear next steps can be communicated for students who are unsure or unclear on how to proceedAutomations allow for easy processes for students and staff401:Getting Them Here401:Getting Them HereProcesses around advising,housing and scheduling to check in at orien

11、tation are essential to the student journeyBy moving them into Slate,we could streamline student experience and have data to flag students who may be at risk of melting401 ContinuedStudent Success Center Staff AssignmentsStudent Success Center Appointments using Active SchedulerAutomated Communicati

12、on flows for enrolling studentsFields to indicate advising has been completed401 ContinuedHousing Appointments events with registrations limits to offer time slots for each hallCheck in Appointments can be queried on and updated real time,all staff know who is where in the processOrientation Check-i

13、n Back-end fields to display required student checkpoints Course EvaluationSelf-Reflection Appropriate Scoping Pre-Planning Grammarly UTM ParametersLearn from mistakes Housing Appointments in Scheduler Alternate responses in Inbox live Improve through iterationQuestions-ContactThank you for your interest in our Slate StoryFeel free to contact usSara Jane Musk smuskbellarmine.eduSarah Hayes hayessduc.edu#SlateSummit