Orientation to Retain: Trying (it) Out Made Simple

Andy Cline

July 29, 2015

BIOGRAPHY

Assistant Director of AdmissionsLouisiana Tech University

• Director of Orientation & Special Programs• Worked since 2011

• Data Processing• Orientation• Preview Days• Summer Programs• Supervise communications coordinator• Supervise satellite recruiters• Supervise admission process• Maintain deposits• Maintain on-line application• Instructor – COUN 201 Peer Leadership

Summary

Utilize Retain Events, Interviews, and Trips• Forecast• Organize

• Allocation of Resources• Plan • Increase Efficiency• Implement

Retain Features• Groups• Events• Filters• Communications

University @ a Glance

Louisiana Tech University

Ruston, LA

Connect implementation - 2012

11,500+ Students• Connect CRM Statistics

• 298,500 Records• 27,000 - 2016 & 2017 HS Graduates

• 715 Attributes• 142 Source Codes• 281 Bulk Edits• 2,297 Filters• Queued Communications

• 63 Emails• 162 Letters

“Work Smarter, Not Harder”A Golden Age of the CRM

Increasing efficiency….

Bulk-Edits Queued Emails Queued Letters0

50

100

150

200

250

300

182

42

198

281

63

16220142015

…results in increasing yield

2012 2013 2014 2015*600

800

1000

1200

1400

1600

1800

2000

2200

1313

1552

1853

2038

Freshman Enrollment

Projected 2015

Enhanced Events & Interviews Process

College

Fair

Preview Day

Campus

Visit

Transfer

Orientation

Parent

Orientation

Student Orientation

RecruitmentLife Cycle

Enhanced Events & Interviews Process

Group Registration

Confirmation Emails

Prevents

Confusion

Cut CostsAids Master Planning

Reports

Auditing

Benefits

Orientation Student Leaders

Tradition of Excellence

Orientation Student Leader Selection Process (2013)

• 250 students• Pick-up application• Learn about the experience

Attend an interest meeting

• 150 students• Submit Application• Submit Letters of Recommendation

Register for a Group Try-out

• 34 studentsRegister for a Personal Interview

We should use Retain for Orientation Try-Outs

Orientation Leader Selection Process (2014, 2015)

Requirements• Attributes• Groups• Events• Interviews• Filters• Communications

Orientation Leader Selection Process (2014, 2015)

Attributes

Groups

Events & Interviews

Started from the bottom…

Orientation Leader Selection Process (2014, 2015)

Filters

Communications

Registration Forms

…Now we hurr

Orientation Leader Selection Process (2014, 2015)

Filters

Invitation to Interest Meeting• GPA

Invitation to Group Try-Out• Attended Interest

Meeting

Invitation to Personal Interview• “Attended” Group

Try-Out

Communications

Events & Interviews Templates

Personalized

Auto Group-Login

functionality

Registration Forms

EVERYTHING• Shirt size• Shoe size• Pant size• Parent info

Ending Summary

Benefits• Efficient planning• Efficient registration• Efficient check-ins• Personal communications• Quick exports• Quick reports• Quick mailing labels• Quick mailing letters• Name tags• Unbelievable amounts of information• Scores• Clothing sizes• Information for next year - leads!

Questions?