1. KEEPING IN TOUCH Using an Effective Email and CRM Strategy

2. 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

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

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

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

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

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

8. Created calendars and spreadsheet - Relative - Absolute
New s
Created calendars and spreadsheet
- Relative
- Absolute

11. Populated calendar Rewrote emails Redesigned format Created tracking
New s
Populated calendar
Rewrote s
Redesigned format
Created tracking

13. Populated calendar Rewrote emails Redesigned format Created tracking
New s
Populated calendar
Rewrote s
Redesigned format
Created tracking

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

25. THANKS!
Any questions?

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