
Build a Virtual Student Profile to Actively Sway Your Audience

The Student Relationship Manager
The Student Relationship Manager is a proprietary tracking and assessment technology built specifically for higher education. Rather than simply adapting a tool that already existed and changing it to appear to fit the needs of the higher education community, we built this tool to help recruiters, advisors and other university personnel cultivate authentic relationships with students. The Student Relationship Manager does much more than merely phone calls or emails—it actively builds highly personal touchpoints between students and the institution.
Our driving question: How can we go beyond maintaining a static record of student activity and make an active impact on enrollment and retention?
All of our solutions include design and content strategies built to sway students to inquire, apply, enroll and/or retain. We call this proactive enrollment management. The Student Relationship Manger is also critical in delivering reactive safety nets—intelligence delivered to personnel in real-time based on how an individual is engaging (or not engaging) with marketing and student success content. The Student Relationship Manager uses smart technology to build behavioral data into each student’s virtual file so you can communicate with individuals based on what is most relevant to them. The benefits include increased efficiency and ROI by delivering real-time information to the right people and arming them to make a difference immediately.
While administrators have the ability to log communication with students and parents, the Student Relationship Manager also builds a comprehensive student profile made up of various pieces of engagement data to paint a holistic picture of interests, needs and wants. Monitor student interaction with emails, Web pages, content, surveys and Web 2.0 tools based on data fields and history of communication to predict likelihoods to apply, enroll and retain. Determine which individuals or groups are at risk of disengaging with the institution throughout the enrollment funnel.
Both enrollment and retention can be a game of inches. The Student Relationship Manager is ultimately designed to give you intelligence one student at a time in order to sway him or her in your direction.
Custom Reporting Features
Content Tracking – Assess which topics, messages or curricula components impact students and families most.
E-messaging Strategies and Analytics – Assess which subject lines and messages are being clicked on the most and by whom. Send messages to students based only on the topics they have shown interest in.
Click Tracking – Track clicks to various pages within your Web-based initiatives, including hits to your application, campus visit link, tutoring services page, etc.
Contact Management – Create a record of communication based on different communication types (phone, email, chat, etc.) then match that history with how a student, parent or alumni is engaging with your content.
Watchlist – Create a “hot-list” of users who are exhibiting behaviors that predict key enrollment and retention propensities.
Tags – Identify individuals based on custom segmentation information you create such as “student-athlete”, “English 101”, “likely-to-attend”, “John’s Advisees” and so on.
Alerts – Create triggers to highlight behaviors known to be key indicators of students at risk of not matriculating or retaining.
Auto-responders – Designed to supplement Tinto’s “mattering and marginality” theory, auto-responders go out to individuals based on real-time triggers and contain only information that is relevant to that specific individual.
Maps – View students engaging with your institution’s message on a virtual map of territories.
Surveys and Ask Feature – Track custom surveys and their responses as well as questions submitted via an “Ask” tool to build student profiles.
Data & Custom Reports – Split-based or query-based tools allow you to slice and dice segmentation data to fit your needs.
Web 2.0 Outcomes Assessments – Track and report on key marketing and learning outcomes from our proprietary “purpose network” tool built specifically for higher education.
Ultimately, the Student Relationship Manager is designed to provide administrators intelligence at critical points in the student lifecycle to enhance institutional efficiencies, maximize each marketing dollar spent and establish high-touch, meaningful relationships with prospects, admits and enrollees.