TargetX | CRM for Higher Education http://www.targetx.com A Leading CRM Solution for Higher Education Thu, 22 Jun 2017 14:42:22 +0000 en-US hourly 1 https://wordpress.org/?v=4.8 Are you leveraging your Student Search Modeling in TargetX? http://www.targetx.com/leveraging-student-search-modeling-targetx/ http://www.targetx.com/leveraging-student-search-modeling-targetx/#respond Wed, 21 Jun 2017 17:44:15 +0000 http://www.targetx.com/?p=32543 Guest Post: Ruffalo Noel Levitz
Ruffalo Noel Levitz is a Platinum Sponsor at the 2017 TargetX Summit

Predictive modeling for student search has become a must for any institution that wants to reduce waste in their search buy and maximize the impact of their program by, for lack of a better analogy, fishing where the fish are… For instance, Ruffalo Noel Levitz produces 4 predictive models (Prospect to Application) for each search program, with the idea that students within 100 miles of the university will have very different attributes from those outside of that radius, or even outside the state or on the other side of the country.

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Guest Post: Ruffalo Noel Levitz Ruffalo Noel Levitz is a Platinum Sponsor at the 2017 TargetX Summit Predictive modeling for student search has become a must for any institution that wants to reduce waste in their search buy and maximize the impact of their program by, for lack of a better analogy, fishing where the fish are… For instance, Ruffalo Noel Levitz produces 4 predictive models (Prospect to Application) for each search program, with the idea that students within 100 miles of the university will have very different attributes from those outside of that radius, or even outside the state or on the other side of the country. Our predictive model also includes demographic variables such as family income, household buying power, diversity, etc. Many schools load in the predictive model scores for students or schools, but are you importing the additional demographic variables? With the flexibility provided by a Salesforce based CRM, we can easily get these additional variables into the database, to help us make better decisions on where to place our efforts. If, for instance, your inquiry pool had a lot of blank race or ethnicity fields, but you felt you needed to increase diversity outreach efforts, you could use the model to tell you which areas that are you most likely to enroll diverse students from, to help you achieve those goals. One of the other great benefits of the predictive model that we develop for institutions is that we grade all High Schools in the United States for each College/University. When we were on a campus, we took those ratings and created a field on the school object to house that data. We were then able to have our search predictive model inform our High School Visits and travel strategies. Counselors, we found, would try to fill their days with the 3 to 5 visits we required of them, but those were often in low modeled schools, which led to little to no application or enrollment activity. By including this model data in the CRM, we could then drive counselors to schools that were most likely to impact enrollment. Ruffalo Noel Levitz Helps You Recruit and Retain the Right Students – All the Way Through the Student Lifecycle The RNL Complete Enrollment Portfolio is the only offering that provides every crucial component for enrollment management. To learn how you can identify, enroll, and graduate the right students with RNL Complete Enrollment, stop by our table, visit RuffaloNL.com/RNLCompleteEnrollment or join us in Denver on July 26 – 28 for the most comprehensive conference on enrollment management and student success, featuring more than 120 sessions – The Ruffalo Noel Levitz National Conference on Student Recruitment, Marketing and Retention. The conference includes specific tracks for sessions on: Campuswide
  • Issues and strategic enrollment planning
  • Marketing, recruitment, and financial aid
  • Student retention and success
  • Web and e-recruitment
  • Sessions by institution type

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Texting – A Key to Engaging Millennial Students http://www.targetx.com/sms-magic-engaging-millennial-students/ http://www.targetx.com/sms-magic-engaging-millennial-students/#respond Mon, 19 Jun 2017 15:20:25 +0000 http://www.targetx.com/?p=32534 Guest Post: SMS-Magic
SMS-Magic is a Platinum Sponsor at the 2017 TargetX Summit

If you happen to stroll around any college campus, you’re likely to see students walking with heads down, engrossed deeply in their mobile devices without caring a dime about the universe around them.

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Guest Post: SMS-Magic SMS-Magic is a Platinum Sponsor at the 2017 TargetX Summit If you happen to stroll around any college campus, you’re likely to see students walking with heads down, engrossed deeply in their mobile devices without caring a dime about the universe around them. Finding ways to communicate with these students is challenging for colleges. But as they say, if you can’t beat them, join them. Place your communication front and center on those very mobile screens! And how? With text messaging. Let us look at a few use cases in which you can use texting to engage students. 1. Orientation Texts The first year of college life is quite confusing and the transition from high school to college requires a nurturing hand. Texts like the above image use case help in making the student aware of various clubs and extracurricular activities that can help her network, make friends, and learn skills beyond academics. 2. Text to High Performers Acknowledging high performers in different ways as shown in this use case can help in engaging students meaningfully. 3. Text for Support College life includes high aspirations, peer pressure, part-time jobs, etc. Even a seemingly bright student can hit a low phase, which may affect his academic performance. In such a case, timely intervention as is shown in this text use case can help in motivating students to perform to their true potential. You can send automated yet personalized texts throughout the student lifecycle by integrating a text application in your Salesforce CRM. Besides providing operational ease, it helps in placing all communication between students and university in one place. One of our customers, Clark Rolli, Director of Admission Technology at Westminster College, will share his insights on Engaging and Reaching Applicants and Students with Texting at the TargetX Summit on Tuesday, June 27 at 12:30 PM (CT).
About SMS-Magic SMS-Magic is a proven bi-directional text messaging application that integrates with Salesforce. It works seamlessly with TargetX to enable individual and batch conversations with current and prospective students. Increase student engagement with batch texting, scheduled texts, and no-coding workflow driven texts with workflow driven keyword responses.

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Meet Leah Knapp http://www.targetx.com/meet-leah-knapp/ http://www.targetx.com/meet-leah-knapp/#respond Fri, 16 Jun 2017 16:19:11 +0000 http://www.targetx.com/?p=32530  

Leah Knapp is a Client Support and Training Specialist at TargetX and works out of her home office in Charleston, South Carolina.  We sat down with Leah this month to learn more about her work experience before TargetX and what her role on the Support team entails. 

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  Leah Knapp is a Client Support and Training Specialist at TargetX and works out of her home office in Charleston, South Carolina.  We sat down with Leah this month to learn more about her work experience before TargetX and what her role on the Support team entails. 

 

   

1. What’s your background before TargetX?

Before TargetX I worked in college admissions (2.5 years at TargetX Client College of Charleston), and then at a software startup geared towards Nonprofit fundraising.

2. What are your main responsibilities at TargetX?

I’m a member of the Support team, so my day-to-day is working on cases. In short, I fix stuff! More specifically, if a client has questions regarding product capabilities, proper configuration or if something in the CRM isn’t functioning quite right, it’s my job to address those questions head-on, and figure out why.

3. What’s your favorite TargetX Product?

My favorite TargetX product is definitely Events. It’s such a powerful tool, and especially with the enhanced interface and mobile-first focus, I think it’s a great example of good design taking functionality to the next level.

4. Do you have a quick tip or trick we can share with the group?

The biggest tip I have isn’t really a tip, but before you do an upgrade, read the documentation all the way through, and ask questions if anything is unclear! We do our best to make it a comprehensive guide to whatever you may encounter along the way, so before you’re in too deep, be sure to review the instruction manual.   Thanks Leah  for sharing your story! 

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TargetX In Action: C.T. Bauer College of Business http://www.targetx.com/targetx-in-action-bauer/ http://www.targetx.com/targetx-in-action-bauer/#respond Tue, 06 Jun 2017 15:10:28 +0000 http://www.targetx.com/?p=32441 TargetX In Action is a blog post series dedicated to sharing client success stories. Learn more about how institutions are engaging students more effectively and working more efficiently with the TargetX suite of solutions.

The University of Houston’s C.T. Bauer College of Business, founded in 1942, is ranked among the top business schools in the United States.

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TargetX In Action is a blog post series dedicated to sharing client success stories. Learn more about how institutions are engaging students more effectively and working more efficiently with the TargetX suite of solutions. The University of Houston’s C.T. Bauer College of Business, founded in 1942, is ranked among the top business schools in the United States. Dalia Pineda, Director of Graduate Admissions and Recruitment at the Bauer College of Business tells us how they’re using the TargetX Recruitment Suite to help their non-traditional students succeed in earning their degrees. Q: How have TargetX’s solutions changed the way you communicate with prospects? A: The combination of Salesforce Marketing Cloud and the reporting capabilities in TargetX have greatly improved our communications with our prospects. We are able to act quickly and identify prospects throughout the process who have specific needs and respond appropriately. As we move forward and focus on segmenting more, we’ll learn more about our prospects and communicate with them accordingly. You cannot sing enough praises for a system that provides you real time, correct information from many dimensions—it creates the opportunity to communicate individually and address needs more quickly. Q: What impact has TargetX had on your internal processes? A: We were focused mostly on internal processes. We were a couple of years into having integrated our admissions, marketing and recruitment staff, and we needed a system that linked to all of our processes and could measure our success as a team. The focus was to integrate for improved reporting, tracking and event management. We decided to go with TargetX because we did not have the internal IT knowledge and time to devote to building a custom system (speaking with 3rd party vendors, not having long term technical support, etc.). Besides the efficient reporting we’ve discussed above, it has reduced the time that our staff spends on certain tasks. Our financial aid advisor can literally run a scholarship report across all of our MBA and MS programs in minutes, vs. the hour it used to take her before. Likewise, communication within the team has improved—there is a natural cross-functional training that takes place when the admissions coordinator understands what the recruiter sees and why it is important, and when the marketing coordinator understands why this particular field is so important to the recruiter and how that can impact communication campaigns in the email tool.  It really does create a stronger team. With that said, and in recent conversations with other schools and teams—it is important to have as strong an organizational structure as you possibly can prior to an implementation, because there will be challenges that will stretch even the strongest team. Q: What’s next for your team? How do you hope to expand or build on your use of TargetX’s solutions? A:We’d like to maximize and expand our use of the system by focusing on segmentation, more robust reporting and therefore monitor prospect behavior more closely. We are also focusing on stronger succession planning and cross training within the team. We’re now focusing on full TargetX training as well as Salesforce Marketing Cloud training for more team members.   Dalia Pineda C.T. Bauer College of Business Hear more client stories and industry best practices at this year’s TargetX Summit, June 25-27 in Chicago. Register now at targetx.com/summit.

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Meet Bryan Lester http://www.targetx.com/meet-bryan-lester/ http://www.targetx.com/meet-bryan-lester/#respond Wed, 10 May 2017 16:53:06 +0000 http://www.targetx.com/?p=32272  

Bryan Lester is a Senior Software Engineer in TargetX’s “Albany contingent.” We sat down with Bryan to learn more about his work experience before TargetX and what his role as a Software Engineer entails. 

 

 

1. What’s your background before TargetX?

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  Bryan Lester is a Senior Software Engineer in TargetX’s “Albany contingent.” We sat down with Bryan to learn more about his work experience before TargetX and what his role as a Software Engineer entails. 

 

 

1. What’s your background before TargetX?

Prior to joining the TargetX team, I served a 5-year tour of duty in the Office of Admission at The Sage Colleges. Initially, I served as guru of (then Datatel) Colleague’s admission module, conducting enrollment reporting and managing data integrity via regular system audits. My curious nature led me to explore other facets of the system, and I quickly began to propose and implement unused features of the system to increase process efficiency, including learning how to develop custom/calculated fields. Once I really started to get the hang of this system, new leadership decided to throw me a curveball by commencing a search for a brand new system . . . something called a CRM. At least they asked me to participate in the review and selection process! Along came TargetX with their newly launched SRM (student recruitment manager), still in beta, with more bells and whistles than we could have imagined. While still in beta, it was a calculated risk, but it ultimately paid dividends in many ways. I served as the project lead and worked in conjunction with IT to implement the CRM, which was fully and directly integrated with the Colleague system at go-live. My role now included serving as CRM Administrator and additionally, overseeing the admission processing center process and staff. I spent 3 years working closely with the TargetX team and independently to evolve the product and build a fully automated, close to paper-free process for the entire admission lifecycle. This happened with the help of another X’er you may recognize, Vinu Vijayan, who I hired as my trusted assistant CRM admin! Through collaboration and via my role on the Client Advisory Board, I was inspired to take the next step in my career and join the TargetX team to continue to build the product and share my product knowledge with all TargetX customers.

2. What are your main responsibilities at TargetX?

I am currently a member of the Product & Technology team, working as a Software Engineer. It is my job to help translate the TargetX product vision into the living, breathing applications that you use day in and day out. While there is an obvious technical component to this job, my industry experience gives me a unique opportunity to provide input during the design and development process from a different perspective. Inevitably there are bugs from time-to-time, and I’ll assist in diagnosing and eradicating those. Notable products I have worked on: Student Success Center, Applicant Dashboard, Portal Builder, Prospect Scoring. Previous roles held: Implementation Consultant, Solutions Architect

3. What’s your favorite TargetX Product?

My favorite product is the core piece of our CRM, better known as “Recruitment Manager”. Given that it is the hub by which most of our other products connect, it wields a great deal of power. It is also the product that taught me most of the declarative development skills I possess today and kickstarted my adventures into learning Apex and real-world programming. Whether implementing other TargetX products like Events, Email, Online Application, or building your own custom features, being an expert of the recruitment manager data model and functionality is a key to success.

4. Do you have a quick tip or trick we can share with the group?

Just because you can, doesn’t mean you should and just because someone said you can’t doesn’t mean you shouldn’t try! This was often a motto of mine while working as an implementation consultant. Technology is great and can do a lot of powerful things, but it is always great to take a step back and fully assess the problem or opportunity at hand. Don’t forget to take into consideration the full scope of any proposed solution including design, development, implementation and ongoing maintenance. You may find that the time is better spent on other items. At the same time, don’t be afraid to use your TargetX product suite to tackle challenging or longstanding issues and pain points by breaking them down into smaller components. Seldom do I answer “no” to a question that starts with “Is it possible…”   Thanks Bryan for sharing your story! 

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Through the Looking Glass: When Enrollment Professionals Become the College-touring Parents http://www.targetx.com/looking-glass-enrollment-professionals-become-college-touring-parents/ http://www.targetx.com/looking-glass-enrollment-professionals-become-college-touring-parents/#respond Tue, 02 May 2017 17:17:38 +0000 http://www.targetx.com/?p=32225 Insights from:

Stacy Gato: Vice-president of Enrollment Management, Averett University; parent to Emily
Lisa Magnarella: Executive Director of Enrollment Services, Marist College; parent to Sarah
Ken Anselment: Dean of Admissions, Lawrence University; parent to Ryan

When you’re a leader in higher education enrollment management and a parent, the day comes when you find yourself walking behind tour guides on college greens, sifting through mailers, and giving advice to the most important prospective student of all—your own child.

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Insights from:
  • Stacy Gato: Vice-president of Enrollment Management, Averett University; parent to Emily
  • Lisa Magnarella: Executive Director of Enrollment Services, Marist College; parent to Sarah
  • Ken Anselment: Dean of Admissions, Lawrence University; parent to Ryan
When you’re a leader in higher education enrollment management and a parent, the day comes when you find yourself walking behind tour guides on college greens, sifting through mailers, and giving advice to the most important prospective student of all—your own child. That shift in perspective brings new insights.  Brian Niles, TargetX founder, spoke with Stacy Gato, Lisa Magnarella and Ken Anselment about stepping through the looking glass—reflecting on mailers, tour guides, parent engagement, and the scourge that is college fairs. Why Me? Bursting the Mailer Bubble Mailers, mailers, mailers. They cost a fortune and after awhile, they can start to look the same. Yet, for a prospective student receiving the first one or that special one from that school, they matter. Lisa Magnarella said her daughter Sarah experiences mailers as “colleges personally reaching out to her.” Enrollment professionals know how the gravy is made. They understand why certain mailers go to certain students (SAT-purchased lists, survey information, Chegg data, etc.)  For young people, however, it’s often a mystery that makes them feel selected and special. For Gato, Magnarella, and Anselment, watching their children receive mailers is an enjoyable information-gathering process. What do they respond to? What falls flat? What communications become a nuisance over time? How much is too much? Stacy Gato said, “If I like a piece, I’m always cautious because I’m not the audience I’m trying to appeal to. So, it’s fun to see what resonates with my daughter, Emily.” Bringing Work Advice to the Dinner Table It’s been said that you shouldn’t bring work to the dinner table. However, when admissions is your job and your child is going through the process, it’s almost impossible not to indulge in giving advice. Magnarella explained that her dinnertime guidance has mostly been about managing expectations and pressures. She’s seen a lot of students put undue burden on themselves to reach a certain test score or write a more perfect essay, not eating and losing sleep in the process. Her advice to her daughter and all students is to “not settle, but also not overreach to the point where the pressure is unhealthy.” Ken Anselment wants his son Ryan to chart his own course in the college search. He is fighting the urge to give his two cents at the dinner table, taking a more hands-off approach to the process, and offering advice to his son’s friends instead. The Weighty Responsibility of the College Tour Guide Like Atlas shouldering the weight of the world, such is the responsibility of the college tour guide. A bad day for a tour guide can have a huge impact on how a student views an institution, said Anselment. Magnarella admitted that many individuals have crossed colleges off their list because of a negative experience with a tour guide, which “saddens me because tour guides are young, trying, and may just have had a tough, stressful day, which is not a reflection of the entire institution.” She strongly encouraged students and families to reach out to admissions counselors, have more conversations, or even come back for another tour. Brian Niles added that Open Houses are better opportunities to see the diversity of a student body. A tour guide is only one student. That’s why the enrollment professionals urged students and families to find time for unguided observations of the campus and the student body in places like the dining hall, bookstore, and quad to get a better sense of the larger school culture. Another tip from Magnarella for parents is to encourage young people to go on college tours with their friends. This gives students a “whole different perspective than if they went with their parents.” This is particularly true if the parent is also an enrollment professional who will inevitably approach tours with a more critical eye. Surprises from the Search: Parents Aren’t Getting Enough Attention A surprise universally shared by the enrollment professionals is the dearth of attention paid to parents in the enrollment process. Niles noted that higher education is seemingly leaving parents out of the communications loop. No one asked for his information or personally involved him in the process. And since parents have influence over their child’s college decisions, this is a missed opportunity. Magnarella wondered if higher education should find a way to collectively attain parent information to better communicate with them directly. Also, since technology is king with students, she believes higher education needs to consider how parents may access technology differently than their children. Additionally, the transition from K-12 to college is not only a shift for students, it’s also a change for parents. Gato believes higher education needs to do a better job helping parents make that adjustment. Currently, she can view her daughter’s grades on a portal and is accustomed to getting alerts on her phone. “There’s a tremendous amount of access,” she noted. She understand this is going to shift when Emily goes to college, but she wondered if other parents are necessarily ready for that shift. “I’ve started having this conversation with parents and it really resonates. It’s important to manage those expectations early.” What Should Stay or Go? Niles asked what the others would add or drop from the enrollment process. Answers included ridding higher education of antiquated enrollment practices and ramping up authenticity in marketing. The group agreed that the college fair experience needs a reboot. Anselment noted that every booth has “similar pitches across the board and students fill out the same inquiry form to get a nifty something.” He wondered if it’s an outmoded tool entirely. Niles concurred that the fairs look the same as they did in 1989. Yet, Anselment pointed out he can’t imagine any institution being the first to exit from this time-honored tradition. Magnarella would like to add more authenticity to student recruitment and marketing with additional social media outlets that leverage the authentic student voice. Gato agreed. She added that her daughter laments not being able to find student videos that don’t feel “heavily produced and scripted.” Niles is fully on board with authenticity. He said, “We need to drop the tricks, the fast applications, the quickie scholarships, the messages like “we’re a small, personalized institution, but we have 50,000 students.’ That’s not authentic.”

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Exceptional Student Experience and Next-level Events Webinar: Marist College Leads Virtual Tour of the Events Module http://www.targetx.com/exceptional-student-experience-next-level-events-webinar-marist-college-leads-virtual-tour-events-module/ http://www.targetx.com/exceptional-student-experience-next-level-events-webinar-marist-college-leads-virtual-tour-events-module/#respond Fri, 28 Apr 2017 14:16:15 +0000 http://www.targetx.com/?p=32202 TargetX hosts a series of webinars on topics ranging from the maturation of mobile and social to personalizing the student recruitment experience. Previously recorded sessions are archived and can be accessed on our website.

Webinar Guest

Lisa Magnarella: Executive Director of Enrollment Services, Marist College

The campus tour is the single most influential element in students’ application and enrollment decisions, according to Ruffalo-Noel Levitz, and 77 percent of colleges agree that the campus visit is “considerably important.” So, how do colleges and universities ensure they are maximizing these opportunities?

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TargetX hosts a series of webinars on topics ranging from the maturation of mobile and social to personalizing the student recruitment experience. Previously recorded sessions are archived and can be accessed on our website. Webinar Guest
  • Lisa Magnarella: Executive Director of Enrollment Services, Marist College
The campus tour is the single most influential element in students’ application and enrollment decisions, according to Ruffalo-Noel Levitz, and 77 percent of colleges agree that the campus visit is “considerably important.” So, how do colleges and universities ensure they are maximizing these opportunities? Lisa Magnarella, Executive Director of Enrollment Services at Marist College, joins Sasha Peterson, CEO of TargetX, to discuss how Marist adopted the TargetX CRM with Events Module to encourage more student visits and create a better overall tour experience. On this webinar, you will hear how Marist College—a private, liberal arts college in Poughkeepsie, NY with an enrollment of over 6,500 students—conducts hundreds of tours a year seamlessly, moving from a prior focus on manual events data entry to automated services that allow for true communications with students. Magnarella takes us through a virtual tour of the Events Module, allowing potential new adopters to see exactly how the tool can revolutionize their campus tours and events. Listen to the webinar now to hear how Marist College used the Events Module, designed with mobile in mind and fully integrated with the TargetX CRM, to increase student visits more than 18 percent, improve application yield 26 percent, and double international visitors. For more about the Marist College success story, read TargetX In Action: Marist College.

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[Infographic] From Surviving to Thriving: A Responsive Shift toward Student Retention http://www.targetx.com/infographic-surviving-thriving-responsive-shift-toward-student-retention/ http://www.targetx.com/infographic-surviving-thriving-responsive-shift-toward-student-retention/#respond Wed, 26 Apr 2017 20:24:12 +0000 http://www.targetx.com/?p=32183 Student success is not a new issue for higher ed institutions – but many colleges and universities are having trouble moving the needle on student persistence and retention rates. Check out the infographic below to see some highlights from our most recent whitepaper on student success and retention:

Interested in learning more?

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most recent whitepaper on student success and retention:

Interested in learning more? >>Download the Whitepaper

 

Want to learn how to improve your retention rates on campus? Contact us now to schedule a time to meet with a consultant.

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Meet Dara Corrato http://www.targetx.com/meet-dara-corrato/ http://www.targetx.com/meet-dara-corrato/#respond Tue, 11 Apr 2017 16:16:29 +0000 http://www.targetx.com/?p=32086  

Dara Corrato is a Client Success Manager in TargetX’s Philadelphia office. As a CSM she acts as the main point of contact for our clients to ensure that they are getting the most out of their TargetX products. We sat down with Dara to learn more about her work experience before TargetX and what her role as a Client Success Manager entails. 

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  Dara Corrato is a Client Success Manager in TargetX’s Philadelphia office. As a CSM she acts as the main point of contact for our clients to ensure that they are getting the most out of their TargetX products. We sat down with Dara to learn more about her work experience before TargetX and what her role as a Client Success Manager entails. 

   

1. What’s your background before TargetX?

I began my higher education career at a young age. I had the opportunity to work in an Undergraduate Admission office when I was high school (Thanks Mom for working at a University) 🙂 Throughout my high school and college years, I kept the part-time job in Admissions. I quickly learned the SIS and went from stuffing envelopes to data entry. I then progressed to learning the application process. After college, I did some temp work at the same University — first with the Registrar, then in the Residences Life offices. I went to work in the corporate world for a few years, but ultimately found my way back to higher education. I worked full-time in the same Undergraduate Admissions office where I started stuffing envelopes years before. I had a variety of roles during my 5 years there. While I loved working on a university campus and my Admissions job, I needed more technology in my life. Luckily for me, I found a home at TargetX.

2. What are your main responsibilities at TargetX?

April 30, 2017 is my 10 year TargetX-iversary! I’ve had many titles in the past 10 years, however I have always been in a Support/Training/Client Services roll. I pride myself in providing the best level of support and success to our clients. My current position is a Client Success Manager. As a CSM, I proactively monitor the health of our clients and collaborate with our Product & Technology teams to ensure client needs are being met. I serve as a client’s main point of contact to help facilitate any needs they may have.

3. What’s your favorite TargetX Product?

While I see value in all of our products, I would have to choose Events as my favorite! If you’ve ever gone through one of my trainings you have likely heard me tell stories of my time in Admissions and how we (tried to) manage events. I frequently say, “Gone are the days of highlighting names on spreadsheets!” Events lets you promote your school and engage students. There is nothing like getting a prospective student to campus! Present your school in its best light and utilize the features and functionality of Events and show the students why they want to visit your school.

4. Do you have a quick tip or trick we can share with the group?

To stick with Events, my quick tip would be add an asterisk (*) to the filter box to show all registrants (the default view is 50) and use your browser Control/Command F (Find) to search by last name to mark attendance. Bonus tip – don’t forget to set up Reminder and Thank You emails for your Events. Reminders can also be sent via SMS (text messaging)!   Thanks Dara for sharing your story! 

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TargetX In Action: Marist College http://www.targetx.com/targetx-action-marist/ http://www.targetx.com/targetx-action-marist/#respond Fri, 07 Apr 2017 17:29:05 +0000 http://www.targetx.com/?p=32068 TargetX In Action is a blog post series dedicated to sharing client success stories. Learn more about how institutions are engaging students more effectively and working more efficiently with the TargetX suite of solutions.

Marist College, founded in 1929, is a private, liberal arts college in Poughkeepsie, NY.

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TargetX In Action is a blog post series dedicated to sharing client success stories. Learn more about how institutions are engaging students more effectively and working more efficiently with the TargetX suite of solutions. Marist College, founded in 1929, is a private, liberal arts college in Poughkeepsie, NY. Overlooking the Hudson River, Marist College has an enrollment of over 6,500 students. Lisa Magnarella, Executive Director of Enrollment Services, shares with us how Marist is able to provide an exceptional experience on campus with the TargetX Events tool. Q: How many events do you hold annually? A: Hundreds! We offer Group Information Sessions and Tours seven days a week throughout the Fall semester and six during the Spring semester. We’re also open throughout the summer. In addition, we host many specialized events such as Academic Open Houses (major specific), Transfer Student Information Sessions, Honors Program Open Houses, etc. Q: What’s the biggest change you’ve seen since implementing the Events tool? A: EVERYTHING! This tool has been a real game-changer for us. We used to spend countless hours preparing for, and then following up on, events. (Read: paper, phones, spreadsheets, lots of manual data entry.) Now, once the event is set up, everything happens seamlessly: registration, confirmation, on-site check in, and post-event follow up communication. Q: What features in Events allow your team to be more effective? A: Event management is much easier, more efficient, and provides prospective students and their families with a higher quality visit experience. More importantly, however, is that it’s integrated within the CRM, allowing us to personalize our interactions with students and their families throughout the enrollment cycle. It’s also critical to track and monitor attendance. Enrollment managers need to gauge the effectiveness of visit programs. Is attendance up or down? Are some events working better than others? Are trends happening that can serve as predictive enrollment indicators — and help your institution quickly change course if necessary? The Events tool can help answer these, and many other important questions. Q: Why should institutions consider using the TargetX Events tool? A: The campus visit is the ‘IT’ factor in choosing a school. TargetX has helped us to create a truly comprehensive, integrated and personal experience, from beginning to end. Lisa Magnarella Marist College Hear more client stories and industry best practices at this year’s TargetX Summit, June 25-27 in Chicago. Register now at targetx.com/summit.

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