KEEPING IN TOUCH Using an Effective Email and CRM Strategy

Your Presenters The University of Texas at Tyler Michael Giordano Assistant Director, Graduate Admissions The University of Texas at Tyler Jessica Miller Online Graduate Recruiter

The University of Texas at Tyler Small Public University 8,500 total students 2,500 graduate students Serves East Texas region

What We Were Doing… No strategy Philosophy: turn prospects into applicants Disorganized Non-uniform No follow up

Lose contact Could only track individuals No call to action Why It Was Ineffective… Lose contact Could only track individuals No call to action

What We Changed… Strategic CRM/Email usage Philosophy: Engage students throughout cycle Changed Email format Identified Status Categories

Status Categories Prospect Applicant (Not Accepted) Accepted (Not Enrolled) Enrolled Inactive

Created calendars and spreadsheet - Relative - Absolute New Emails Created calendars and spreadsheet - Relative - Absolute

Populated calendar Rewrote emails Redesigned format Created tracking New Emails Populated calendar Rewrote emails Redesigned format Created tracking

Populated calendar Rewrote emails Redesigned format Created tracking New Emails Populated calendar Rewrote emails Redesigned format Created tracking

Filters of 4 stages Weekly analysis Monthly analysis Results Filters of 4 stages Weekly analysis Monthly analysis

THANKS! Any questions?

Contact Us Anytime! Michael Giordano mgiordano@uttyler.edu Jessica Miller jessicamiller@uttyler.edu