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New Streamlined and Intuitive Navigation | eduCRM

May 2022 Our optimized, streamlined navigation experience in the platform make it: Quicker to navigate around the platform Easier to find related features, settings, and reports Simpler to complete core tasks You’ll also be able to complete many of your most-used tasks in fewer clicks, including: Creating and managing contact lists Configuring and updating feature-specific settings Reviewing and exporting feature-specific reports And more! What’s new? New features grouping We want to make sure your experience is as intuitive as possible. Based on customer feedback, we’re grouping relevant features together such as Lists under the Contact sub-navigation and Tasks under the Deals sub-navigation. Access settings and reports right where you need them The improved left-hand navigation groups related settings and reports into key feature areas like Contacts, Deals, and Website without having to navigate into other areas of the platform. To view related settings and reports, click on any main feature on the navigation bar. Settings will be available under the Manage section, and relevant reports will be available under the Reports section. You can still access the general Settings and Reports pages from the main navigation. Easily collapse and expand the navigation. You can easily collapse the navigation if you need more space on the platform dashboard to complete tasks. To do this, click on the arrow at the top-right corner of the navigation. To expand the navigation bar, click on the same arrow again. Improved readability and accessibility You’ll also notice updated colors and icons, which improve readability and accessibility. For more information, contact our support team.

Logging your recruitment phone calls on the go

How effective could your recruiters be if they could access student data and make follow-up phone calls on the go? What would that increase in recruitment performance mean to your next entering class? Having a strong game is essential for any new student recruitment effort. High school visits, college fairs, and presentations take your recruitment team on the road and away from their desktops. Effective recruiters are following up by phone, but away from their desks, they face: No easy way to share essential details from the road Disorganized notes that take time to add to your contact records, if at all Details that may be forgotten by the time they’re able to log into your computer Incomplete info that contributes to a poor recruitment experience for your students Equip your recruiters on the go with the new call-logging feature for iOS and Android. Our new call-logging feature lets recruiters call a contact directly from the app and write a summary about the call afterward.   How does it work? Select a contact from the mobile app Tap the phone icon under the name of who you want to call After the call is completed, a screen will appear with pre-populated information: The date Time of the call Estimated duration of the call A blank text box allows you to enter a summary of the call — topics discussed, follow-up questions, next steps, concerns, or anything else that will give helpful context. Once you save your summary, it will appear in the contact’s activity tab. A mobile CRM that keeps you connected to your most important data Our mobile app empowers recruiters with the CRM data they need on their phones. Recruiters can manage their entire recruitment pipeline on the go, assign follow-up tasks to the admissions back office, and access and update student and school information. At the same time, enrollment managers gain measurable insight into recruitment effectiveness.

Managing emails details on the go with the Mobile App

Our mobile app makes it easy to work when (and where) you want, so you get all the essential information. See detailed marketing reports, track your email performance, update your CRM, and quickly find student data on the fly — all from your phone. And with our newest enhancements, you can manage and edit the most important details of your campaigns. Visit your Campaigns tab in the app and click on the edit link in the top bar, and edit your: Subject line Pre-header text From name From email address Reply-to email address Choose any email draft and easily update the listed details from the convenience of your mobile device. You can even send test emails to preview what your contacts will see, so you know you’re providing your students, parents, or constituents the best email experience possible. For more information, contact our support team.

Platform Preview | Using message variables and conditional content

Getting the right message to the right person at the right time is the mantra of one-to-one communication. With eduConverse marketing automation software, our clients are familiar using reusable content tags and dynamic content to tailor communications to the interests of students, parents, and alumni. These features save time in updating campaigns and reusing commonly used content. The new platform release extends these capabilities as message variables (formerly content tags) and conditional content (dynamic content). Let’s explore how this works and the specific use cases for higher education!   Message Variables The Message Variables feature allows you to create short, reusable pieces of content to insert into your campaigns and automation emails with a personalization tag. For instance, use Message Variables for: Signatures – Avoid one of the cardinal sins of higher education email marketing and “sign” each email message. Create “signature” variables for recruiters, departmental directors, development officers, faculty, and other administrators. Closings – write typical message closings to direct email recipient follow-up. Majors and certificate programs – develop short descriptions for your college’s academic programs. This extra touch allows you to reference prospective student credential interest. Activities – as with academic majors, create short descriptions for campus life activities. Again, this extra touch adds relevance to your targeted student. Email footers – Use message variables to create targeted email footers—reference why you are contacting the recipient or add departmental contact information. By making changes on the Message Variables page, any update is automatically processed on corresponding messages where the variable is used. For example, if a recruiter position turns over, add the replacement recruiter’s signature and contact information in one place, and all messages are instantly updated! Using Message Variables, you: Save time by not having to re-type commonly used information Reduce errors from manually repeating content Increase efficiency by updating commonly used content in one location   Conditional Content Conditional Content allows you to send different information to different contacts using a single email campaign message.   For instance, you could: Display a campus image depending upon the alumni’s academic degree. Insert a prospective student’s major interest message variable Send different academic support resource information based upon a student’s mid-term grades. Display different images depending upon if the student is “in-state” or “out of state.” This type of personalization is a way to increase the relevance of your messages for each individual contact without creating different email versions.   How does it work? Pretty simply. In the Design step of the campaign creation process, hover over the content block you want to make “conditional.” Click the Gear icon and select Make conditional. Now add the condition(s) to display the selected content block. Summary Combining Message Variables with Conditional Content will improve the relationship with your contacts, increase your open rate, improve your conversion rate, and may improve deliverability. To learn more, visit the Knowledge base and see: How to use Message Variables in emails How do I insert Personalization tags in emails How to use Conditional Content in emails

Introducing Predictive Content

We are introducing a powerful new tool in your communications toolbox. Our new Predictive Content feature combines machine learning and data science to send the right contact optimized messaging. As your send volume and contact relationship grow, the better the predictive feature works. Predictive Content is a content block available in the drag-and-drop email designer. Within each block, you can create up to five content variations using different phrasing and copy lengths. We recommend including an HTML link or clickable call-to-action in each variant. A “Predictive Insights” bar guides you as you create each variant of text. Using past email send data, the insights bar provides suggestions based on the length and readability of the content you provide in the block. Recommendations include copy length, overall readability, and the number of variants you should use. Your selected audience and their past behavior drive suggestions. With each email “send,” we’ll predict and display the variant that each contact is most likely to engage. For example, Contact A will see one version of your email, while Contact B will see another. Consider the following variant examples: Variant 1: Short and to-the-point Hey, %FIRSTNAME%! We’re hosting high school seniors on campus Saturday, October 10! Reserve your spot below for Fall Preview Day. Sign up Variant 2: Lengthier Hey, %FIRSTNAME%! Thanks again for your interest in Ansley College. We are inviting select students to visit us Saturday, October 10, for Fall Preview Day. Check-in beginning at 8:30 am in Hobbs Memorial Hall. The program concludes after lunch around 1:00 pm. Learn more about your major, talk with faculty and current students, and discover the opportunities that await you at Ansley. Register There is no charge to attend; however, pre-registration is required. Variant 3: Sales-forward %FIRSTNAME%, You are part of a select group of students we invite to Fall Preview Day, Saturday, October 10. During this “can’t miss” event, discuss your major with faculty, meet current students, and learn about your financial aid and scholarship options. Reserve your spot Attendance is limited, so act today. Check in for the program at 8:30am in Hobbs Memorial Hall. Variant 4: Informational %FIRSTNAME%, Fall Preview Day is your opportunity to discover the benefits of an Ansley College education. You are invited to attend our next event on Saturday, October 10, beginning at 8:30am. Why you should attend During the event, you will hear from faculty about your academic major of interest, talk with current students about student life, learn more about admissions and financial aid. Tour the residence halls, other essential campus facilities, and our new learning labs. A separate program is offered for parents and family to learn about Ansley. The program will conclude after lunch around 1 pm. To learn more and to register, please visit www.ansleycollege.edu/preview_day. Check-in begins at Hobbs Memorial Hall (Building #8 on the campus map) at 8:30 am. When you arrive on campus, look for event signage and our student ambassador team to direct you to available parking. Variant 5: No personalization You’re invited! Join us Saturday, October 10 for Ansley College Fall Preview Day. During your visit, meet faculty and current students and learn about financial aid. The program begins at 8:30 am and concludes after lunch. Register now As your send volume increases, the more “predictive” the feature becomes. A reporting feature displays variant performance metrics for the most recently sent campaign that included Predictive Content. These metrics include: Emails Sent by VariantTotal number of unique sends from all variants in a campaign. The accompanying chart will show the “unique sends” by each variant. Unique Clicks by VariantTotal number of unique clicks from all variants in a campaign. The accompanying chart will display the unique clicks for each variant. Click-Through Rate by VariantTotal click-through rate (CTR) for all variants in a campaign. The click-through rate is the number of clicks divided by the number of unique sends. The accompanying chart will display the CTR by each variant. BenchmarkA “benchmark” is provided for each variant in a campaign. The standard calculates by looking at all individuals who received a specific variant, then adds all campaign messages opened or clicked. Predictive Content tableThe table at the bottom of the report includes the following information: Send date, Campaign Name, Variant Name, Total Sent, Total Unique Clicks, and Click-Through Rate. Conclusion Finally, a variant that performed the “best” should not influence all variants you create in the future. That’s because there is no “one-size-fits-all” or one “best” email for all contacts. Instead, each contact who receives an email with Predictive Content will receive an email that’s best for them. This “best” email will look and be different for each of your contacts. This approach creates an ultra-personalized experience for each of your contacts and increases engagement with your institution. Predictive Content is a powerful new feature in the upcoming release that is sure to increase your campaign message performance.