CONNECT Prospects to your School

CONNECT Prospects to your school:

Using Connect to build your admissions funnel

Amanda Gilliland, Communications Coordinator, Graduate Admissions

About Georgia Southern University

Georgia’s large-scale, small-feel research university

Amanda Gilliland

• Over 2 years in Higher Education• Communications Coordinator• Presentation Goals

Tracking Your Contacts VIP Style

• Simplify• Create• Track

VIP Page ResultsSet up a Report

• Create a Filter

• Contact Attribute: Applicant Admit Status = not empty

• Contact Attribute: How Did you Hear = all possible options

• Create a Report

• Use one attribute: How Did You hear

• Assign created filter

• Choose Report type: We chose Pie Chart with data table attached

• Charts are interactive!

Tracking Your Contacts VIP Style

• Go “Mobile”

Tracking Your Contacts VIP Style

• iFrame it

Organizing Your Communications

Creating Dashboards to Match Your Funnel

Building the Funnel

• Define your different stages• Create your attribute• Create your Bulk Edit Filters• Create, queue, and schedule your bulk

Edit Job• Build your conversion funnel reports

Define your stages

• Prospect• List Purchases, McNair Scholars, Anyone that hasn’t reached out to GSU Directly

• Inquiry• A contact that has awareness of GSU, reached out directly through a variety of

sources

• Applicant• A contact that has applied to GSU (includes “stealth applicants”)

• Accepted• An applicant that has received a decision of regular or provisional admission

• Enrolled• An accepted contact that has registered in classes at GSU

Create Your Attribute

Create Your Filters; Queue your Bulk Edit

Prospect Filter

Create Your Filters; Queue your Bulk EditProspect Bulk Edit

Create Your Filters; Queue your Bulk EditInquiry Filter

Create Your Filters; Queue your Bulk EditInquiry Bulk Edit

Create Your Filters; Queue your Bulk Edit

Applicant Filter

Create Your Filters; Queue your Bulk EditApplicant Bulk Edit

Create Your Filters; Queue your Bulk Edit

Accepted Filter

Create Your Filters; Queue your Bulk EditAccepted Bulk Edit

Create Your Filters; Queue your Bulk EditEnrolled Filter

Create Your Filters; Queue your Bulk EditEnrolled Bulk Edit

Build Your Conversion Funnel Reports

Filter for Conversion Funnel

Build your Conversion Funnel Reports

Build Your Conversion Funnel Reports

Build Your Funnel Dashboard

Build Your Funnel Dashboard

Build Your Funnel Dashboard

The Last Piece of the Funnel Puzzle

Contact Stages• Run your configuration

• Located in the admin tab• Must have attributes, filters, and bulk edits in place• Only applies to new contacts in the system• Contact Rules allow easy stage assignment to new

contact• Staff assignments• Special Imports• Provides new tab in contacts screen

• Check out the tutorial on the Hobsons training site to walk through the steps of the full configuration

Contact Stage Tab

Staying CONNECTed

• Assessment of Needs• Assessment of Tasks• Definitions and Checklists• Get Organized!• Start Building• Test!• Stay Organized!• Share With Staff

Amanda Gilliland, Communications Coordinator, Graduate Admissions

[email protected]

912.478.2302

Questions?