Txt 4 Success! 
Using text messages to promote college 
access and success
Research review 
! Castleman and Page: Designing effective 
interventions to reduce “summer melt” 
! Castleman and Page: Applying text messaging to the 
problem of summer melt (see uAspire) 
! Behavioral economics: Reducing behavioral barriers 
and information complexity to help students navigate 
postsecondary pathways (see Ideas42.org)
Research insights 
Source: Castleman (2013) 
In planning for college, 
students and families face… 
Complex 
information 
Complicated 
processes
Txt 4 Success: Utilizing personalized text messages to promote college access and retention
Research insights 
Key behavioral principles: 
! Limited attention 
! Planning fallacy 
! Social norms 
! Identity 
! Status quo bias
Key behavioral principles 
Limited attention and 
planning fallacy 
Adolescents are particularly prone to 
put off hard choices/complex tasks in 
favor of pleasurable pursuits — and 
their attention often is divided. 
Sources: Castleman (2013); Ideas42 (2014)
Key behavioral principles 
But adults also procrastinate when 
faced with complexity. 
Sources: Castleman (2013); Ideas42 (2014)
Key behavioral principles 
Sources: Ideas42 (2014); Iyengar and Lepper (2000); Sivers (2009) 
Status Quo Bias 
! When overwhelmed, people tend 
to do nothing. 
! “Preset” or default options can 
create monumental shifts in 
behavior. 
! “Choice is demotivating.”
Key behavioral principles 
Identity and Social Norms 
! Individuals are highly influenced by their perceptions of what’s 
normal for their peers. 
! Individuals are motivated to meet clear expectations that they 
deem to be standard or usual. 
! The way we view and reflect on our personal identities or roles 
has a powerful influence over our behaviors. 
Sources: Ideas42 (2014); Castleman (2013)
Key behavioral principles 
Coping with complexity 
! Simplifying strategies 
! Following the crowd 
! Paralysis 
Sources: Ideas42 (2014); Castleman (2013)
Background 
Policy interventions 
! Simplifying information increases participation in retirement 
programs and the quality of school and college choices (Beshears et al, 
2012; Hastings & Weinstein, 2008; Hoxby & Turner, 2013) 
! Reducing hassles increases completion of federal financial aid 
applications (Bettinger et al, 2012) 
! Shifting perceptions of social norms increases tax compliance 
and reduces home energy use (Alcott, 2011; Coleman, 1996) 
! Prompts increase financial savings and flu vaccination rates (Karlan 
et al, 2010; Stockwell et al, 2012)
Background 
Castleman and Page: 
! Text messaging can be used to reduce “summer melt” 
! Text messaging has a major cost advantage when 
compared to other strategies, such as in-person 
counseling 
! Students who received the intervention continued to 
persist (access was not counterproductive to success)
West Virginia’s project 
$225,000 grant from the 
Kresge Foundation 
Three-year pilot project 
serving 14 high schools in 
Year 1 (GEAR UP)
Primary functions 
! Nudge 
Urge students to complete 
college-related tasks 
! Counsel 
Provide access to one-on-one 
counseling with a 
professional 
! Align 
Provide a continuous 
contact point from high 
school into college
Project goals 
Financial aid awareness 
! Increase the number of students applying 
for and utilizing financial aid
Project goals 
Campus connections 
! Increase students’ use of campus resources 
! Position campus and state-level staff as a 
continuous source of support 
! Address “summer melt” by guiding students 
through transitional process
Project goals 
Capacity building 
! Design a low-cost, high-impact service 
model allowing colleges and universities to 
improve access and retention 
! Expand on the body of research 
surrounding next-generation student 
supports and engagement
How it works 
Aug - Dec: 
students opt in 
Jan: messages 
begin 
Mar: 1st college choice 
prompt 
Mar: campus 
messages begin 
May: students 
graduate hs 
July: final college 
choice prompt 
May: 2nd college 
choice prompt 
Aug: students enter 
college 
May: students finish 
freshman year 
June: messages 
end 
12th 
grade 
Year 2, 
college 
= students have direct access to a counselor = 12th grade at their college 
= summer transition 
= 1st year of college
How it works 
Students opt in 
! College admissions applications 
! Statewide merit-based scholarship application 
! State-level college access web portal 
! Inquiry forms collected at community events 
and college fairs
How it works 
Students receive scheduled messages 
according to a pre-planned campaign. 
Students can text our number 
at any time for help. 
A college counselor (a real person) responds!
How it works 
State-level campaign: 
! Messages are relevant to all 
college-intending students. 
! All students receive messages. 
Example: 
When reviewing your college schedule... Remember '15 
to finish.' On average, you have to take 15 credit 
hours each semester to finish college on time. 
Example: 
Did u know u can register 4 fall classes now? Call 
304-792-7098 & ask 4 a campus counselor 2 make 
an appointment. 
Campus campaigns: 
! Messages provide information 
specific to a particular college. 
! Some students receive messages.
How it works 
Anatomy of a text 
Hi! It’s Jess w/ GEARUP. Did u know WV 4year colleges require 
either the ACT or SAT? Need to take the ACT? Reg. by Jan 10 
for the Feb test http://bit.ly/1bUHmOs 
Element of personalization 
Relevant information 
Timeliness/urgency 
Call to action/next step
How it works 
Four college partners in Year 1 
! Bluefield State College 
! Concord University 
! Marshall University 
! Southern West Virginia Community and 
Technical College
How it works 
Campus-level messaging 
At various points in the campaign, students receive texts 
asking if they’ve made a college selection… 
! Students who select a partner college are added to the 
campaign for that particular college. 
! Students who select a non-partner college continue 
receiving only state-level messaging. 
! Students who do not respond or text back “undecided” 
continue receiving state-level messaging and are asked again 
about their college choice later in the campaign.
HEPC commitments 
! Provide text-messaging platform 
! Provide technical support, training and 
guidance 
! Coordinate statewide messaging
Campus commitments 
! Collect and share student data with 
HEPC (name, cell number, email, high school, and 
blind SSN) 
! Align student supports to provide a single 
point of contact 
! Commit to following the statewide 
schedule (with options of 2 custom messages per month)
Campus commitments 
! Provide staff to check messages daily and 
within one hour of any outgoing message 
! Assist in the evaluation by providing 
feedback and limited data
Campus staffing 
Campus-level teams/support 
Consider engaging… 
! Admissions/recruitment officers 
! Enrollment personnel 
! Student affairs officers 
! Student success/retention officers 
! Academic/advising personnel 
! Financial aid representatives 
! Students (but only as mentors, not as content experts!) 
! Public information officers (keep them in the loop!)
Technology 
! 2-way texting 
Provide students with direct 
counseling; Answer questions 
! Scheduling 
Schedule messages as part of a 
campaign or for individual 
students 
! Personalization 
Enable unique message content 
and paths 
! Case management 
Responses are routed to the 
appropriate counselor inbox; 
Message responses indicate 
responder’s name
Technology 
PAST messages 
Send a message 
NOW 
FUTURE 
messages
Technology
Early outcomes 
Since January 2, 2014… 
1,000 +/- opt-ins 
! Ten percent have since stopped 
messaging (opted out).
Early outcomes 
Since January 2, 2014… 
1,800+/- student responses 
! Questions about processes 
Ex: When is the deadline to apply for WV financial aid? 
! Requests for guidance 
Ex: I can’t decide on a college... Help!
Early outcomes
Early outcomes
Early outcomes
Early outcomes
Early challenges 
! Data pollution due to student error 
(e.g. students reporting the wrong grade level or high 
school on sign up) 
! Cell phone turnover (e.g. students change 
numbers or pass the phone off to younger siblings) 
! Lack of alignment with career and 
technical pathways 
! Fewer than expected responses 
regarding college choice
Refined audience 
segmenting 
In the works 
Detailed in-platform 
analytics 
“How to” toolkit 
Counseling guide 
and service training 
Evaluative study and 
white paper 
New pathways/ 
intervention models
Evaluative study 
Comparison groups: 
! GEAR UP students who did not receive messages 
! GEAR UP students who received messages (segmented 
by length of participation… e.g. four months, 12 months, 18 months) 
! Non-GU students who did not receive messages 
! Non-GU students who received messages
Evaluative study 
Variables: 
! Demographic (gender, race/ethnicity, Pell eligibility, zip code, high school) 
! Academic (ACT scores, GPA, highest high school math course completed) 
! Process (FAFSA completion, ACT/SAT score submission, payment of deposits) 
! Outcomes (Fall and spring enrollment, course completion, course grades, 
degree objective, persistence)
Contact 
Adam S. Green, Ed.D. 
Vice Chancellor for Student Affairs 
(304) 558-0655 • green@hepc.wvnet.edu 
Jessica Kennedy 
Assistant Director of Communications 
(304) 558-0655 • jkennedy@hepc.wvnet.edu 
@jackennedy

More Related Content

PPTX
Student return on investment
PDF
CSWC 2014 Assessment_Report_AVC SA
PDF
Adult Student Gains Degree, Demographic, and Motivational Insights
PPT
Advancing Dual-Careers in the Academy
PDF
Naviance Class of 2015 [Infographic]
PPTX
Destination anywhere - EAIE 2016
PPTX
Txt 4 Success: Utilizing text messaging to shift students' college-going beha...
PDF
A Conversation about Accountability Challenges Associated with Authorizing Sc...
Student return on investment
CSWC 2014 Assessment_Report_AVC SA
Adult Student Gains Degree, Demographic, and Motivational Insights
Advancing Dual-Careers in the Academy
Naviance Class of 2015 [Infographic]
Destination anywhere - EAIE 2016
Txt 4 Success: Utilizing text messaging to shift students' college-going beha...
A Conversation about Accountability Challenges Associated with Authorizing Sc...

What's hot (20)

PPTX
Nacac 2011 under represented students (3)
PPTX
Integrating Study Abroad Into Your Students\' Academic Plans: The Vital Roles...
PPTX
AB 540: Tuition waiver policy in California. How student affairs professional...
PPT
Bsi leadership for student success what matters_most_2010
PDF
How to Increase Student Engagement at Your School in 3 Easy Steps
PPTX
Improving young people's HE decision-making: Exploring the role of IAG
PPTX
Shaking The Money Tree
PPTX
Getting to the Root Causes of Disproportionate Representation in Special Educ...
PPTX
2012 BERA IAG paper_KV
PDF
It's about more than money
PPTX
First Generation College Students
PPTX
Picking the right college for you
PDF
Building a Retention Program for First Generation College Students - 2015 NOD...
PPTX
Challenges in Graduate Admissions
PPTX
Measuring Adult Student Gains and Satisfaction After Earning an Undergraduate...
PDF
Mastering a New Language for Student Development: Considering a Broader Theor...
PPT
Preparing students for_college_in_the_21st (2)
PPTX
Loan pp presentation slides
PPT
Apssp
PPT
Credit Flexibility Presentation by Sarah Luchs
Nacac 2011 under represented students (3)
Integrating Study Abroad Into Your Students\' Academic Plans: The Vital Roles...
AB 540: Tuition waiver policy in California. How student affairs professional...
Bsi leadership for student success what matters_most_2010
How to Increase Student Engagement at Your School in 3 Easy Steps
Improving young people's HE decision-making: Exploring the role of IAG
Shaking The Money Tree
Getting to the Root Causes of Disproportionate Representation in Special Educ...
2012 BERA IAG paper_KV
It's about more than money
First Generation College Students
Picking the right college for you
Building a Retention Program for First Generation College Students - 2015 NOD...
Challenges in Graduate Admissions
Measuring Adult Student Gains and Satisfaction After Earning an Undergraduate...
Mastering a New Language for Student Development: Considering a Broader Theor...
Preparing students for_college_in_the_21st (2)
Loan pp presentation slides
Apssp
Credit Flexibility Presentation by Sarah Luchs
Ad

Similar to Txt 4 Success: Utilizing personalized text messages to promote college access and retention (20)

PPTX
Moving the Needle on Retention and Graduation Rates for Underrepresented Stud...
PDF
Signal Vine slides for NPEA 2016
PDF
Recruitment NAADA
PDF
Managing Millennial Student Workers PACAC 2011
PPT
Communicating in Today's World: The Impact of the Electronic Era
PPT
Imagining the Impossible: Recruitment Communications in a World Without Paper
PPTX
A7 They Didn’t Teach That in Grad School: An Introduction to College Counseling
PDF
Final my scholarship program executive summary
PPTX
Tangible Tactics for Helping Students Envision Affording Your Institution
PDF
How to Recruit Students using New Media Outlets
PDF
Using insights from behavioral science to break barriers to post-secundary ed...
PPTX
CB FORUM FINAL
PDF
Learn and Earn to Achieve Potential: A New Social Innovation Fund Initiative
PDF
Learn and Earn to Achieve Potential: A New Social Innovation Fund Initiative
PPTX
Harvard elcc presentation_final
PDF
Perfect Storm CACRAO 12-2011
PPTX
CSO Webinar: Extending Your Reach
PDF
FHES/FACRAO Perfect Storm
PPTX
Summer Nudging PWP
PDF
Collegeaccessmarketing
Moving the Needle on Retention and Graduation Rates for Underrepresented Stud...
Signal Vine slides for NPEA 2016
Recruitment NAADA
Managing Millennial Student Workers PACAC 2011
Communicating in Today's World: The Impact of the Electronic Era
Imagining the Impossible: Recruitment Communications in a World Without Paper
A7 They Didn’t Teach That in Grad School: An Introduction to College Counseling
Final my scholarship program executive summary
Tangible Tactics for Helping Students Envision Affording Your Institution
How to Recruit Students using New Media Outlets
Using insights from behavioral science to break barriers to post-secundary ed...
CB FORUM FINAL
Learn and Earn to Achieve Potential: A New Social Innovation Fund Initiative
Learn and Earn to Achieve Potential: A New Social Innovation Fund Initiative
Harvard elcc presentation_final
Perfect Storm CACRAO 12-2011
CSO Webinar: Extending Your Reach
FHES/FACRAO Perfect Storm
Summer Nudging PWP
Collegeaccessmarketing
Ad

Recently uploaded (20)

PPTX
IT infrastructure and emerging technologies
PPTX
pharmaceutics-1unit-1-221214121936-550b56aa.pptx
PDF
Laparoscopic Dissection Techniques at WLH
PPTX
ACFE CERTIFICATION TRAINING ON LAW.pptx
PPT
hemostasis and its significance, physiology
PPTX
Key-Features-of-the-SHS-Program-v4-Slides (3) PPT2.pptx
PPTX
BSCE 2 NIGHT (CHAPTER 2) just cases.pptx
PDF
Physical education and sports and CWSN notes
PDF
anganwadi services for the b.sc nursing and GNM
PDF
African Communication Research: A review
DOCX
EDUCATIONAL ASSESSMENT ASSIGNMENT SEMESTER MAY 2025.docx
PDF
Chevening Scholarship Application and Interview Preparation Guide
PPTX
Why I Am A Baptist, History of the Baptist, The Baptist Distinctives, 1st Bap...
PDF
Nurlina - Urban Planner Portfolio (english ver)
PPTX
Neurology of Systemic disease all systems
PDF
FYJC - Chemistry textbook - standard 11.
PPT
hsl powerpoint resource goyloveh feb 07.ppt
PPTX
Designing Adaptive Learning Paths in Virtual Learning Environments
PPTX
Macbeth play - analysis .pptx english lit
PPTX
Power Point PR B.Inggris 12 Ed. 2019.pptx
IT infrastructure and emerging technologies
pharmaceutics-1unit-1-221214121936-550b56aa.pptx
Laparoscopic Dissection Techniques at WLH
ACFE CERTIFICATION TRAINING ON LAW.pptx
hemostasis and its significance, physiology
Key-Features-of-the-SHS-Program-v4-Slides (3) PPT2.pptx
BSCE 2 NIGHT (CHAPTER 2) just cases.pptx
Physical education and sports and CWSN notes
anganwadi services for the b.sc nursing and GNM
African Communication Research: A review
EDUCATIONAL ASSESSMENT ASSIGNMENT SEMESTER MAY 2025.docx
Chevening Scholarship Application and Interview Preparation Guide
Why I Am A Baptist, History of the Baptist, The Baptist Distinctives, 1st Bap...
Nurlina - Urban Planner Portfolio (english ver)
Neurology of Systemic disease all systems
FYJC - Chemistry textbook - standard 11.
hsl powerpoint resource goyloveh feb 07.ppt
Designing Adaptive Learning Paths in Virtual Learning Environments
Macbeth play - analysis .pptx english lit
Power Point PR B.Inggris 12 Ed. 2019.pptx

Txt 4 Success: Utilizing personalized text messages to promote college access and retention

  • 1. Txt 4 Success! Using text messages to promote college access and success
  • 2. Research review ! Castleman and Page: Designing effective interventions to reduce “summer melt” ! Castleman and Page: Applying text messaging to the problem of summer melt (see uAspire) ! Behavioral economics: Reducing behavioral barriers and information complexity to help students navigate postsecondary pathways (see Ideas42.org)
  • 3. Research insights Source: Castleman (2013) In planning for college, students and families face… Complex information Complicated processes
  • 5. Research insights Key behavioral principles: ! Limited attention ! Planning fallacy ! Social norms ! Identity ! Status quo bias
  • 6. Key behavioral principles Limited attention and planning fallacy Adolescents are particularly prone to put off hard choices/complex tasks in favor of pleasurable pursuits — and their attention often is divided. Sources: Castleman (2013); Ideas42 (2014)
  • 7. Key behavioral principles But adults also procrastinate when faced with complexity. Sources: Castleman (2013); Ideas42 (2014)
  • 8. Key behavioral principles Sources: Ideas42 (2014); Iyengar and Lepper (2000); Sivers (2009) Status Quo Bias ! When overwhelmed, people tend to do nothing. ! “Preset” or default options can create monumental shifts in behavior. ! “Choice is demotivating.”
  • 9. Key behavioral principles Identity and Social Norms ! Individuals are highly influenced by their perceptions of what’s normal for their peers. ! Individuals are motivated to meet clear expectations that they deem to be standard or usual. ! The way we view and reflect on our personal identities or roles has a powerful influence over our behaviors. Sources: Ideas42 (2014); Castleman (2013)
  • 10. Key behavioral principles Coping with complexity ! Simplifying strategies ! Following the crowd ! Paralysis Sources: Ideas42 (2014); Castleman (2013)
  • 11. Background Policy interventions ! Simplifying information increases participation in retirement programs and the quality of school and college choices (Beshears et al, 2012; Hastings & Weinstein, 2008; Hoxby & Turner, 2013) ! Reducing hassles increases completion of federal financial aid applications (Bettinger et al, 2012) ! Shifting perceptions of social norms increases tax compliance and reduces home energy use (Alcott, 2011; Coleman, 1996) ! Prompts increase financial savings and flu vaccination rates (Karlan et al, 2010; Stockwell et al, 2012)
  • 12. Background Castleman and Page: ! Text messaging can be used to reduce “summer melt” ! Text messaging has a major cost advantage when compared to other strategies, such as in-person counseling ! Students who received the intervention continued to persist (access was not counterproductive to success)
  • 13. West Virginia’s project $225,000 grant from the Kresge Foundation Three-year pilot project serving 14 high schools in Year 1 (GEAR UP)
  • 14. Primary functions ! Nudge Urge students to complete college-related tasks ! Counsel Provide access to one-on-one counseling with a professional ! Align Provide a continuous contact point from high school into college
  • 15. Project goals Financial aid awareness ! Increase the number of students applying for and utilizing financial aid
  • 16. Project goals Campus connections ! Increase students’ use of campus resources ! Position campus and state-level staff as a continuous source of support ! Address “summer melt” by guiding students through transitional process
  • 17. Project goals Capacity building ! Design a low-cost, high-impact service model allowing colleges and universities to improve access and retention ! Expand on the body of research surrounding next-generation student supports and engagement
  • 18. How it works Aug - Dec: students opt in Jan: messages begin Mar: 1st college choice prompt Mar: campus messages begin May: students graduate hs July: final college choice prompt May: 2nd college choice prompt Aug: students enter college May: students finish freshman year June: messages end 12th grade Year 2, college = students have direct access to a counselor = 12th grade at their college = summer transition = 1st year of college
  • 19. How it works Students opt in ! College admissions applications ! Statewide merit-based scholarship application ! State-level college access web portal ! Inquiry forms collected at community events and college fairs
  • 20. How it works Students receive scheduled messages according to a pre-planned campaign. Students can text our number at any time for help. A college counselor (a real person) responds!
  • 21. How it works State-level campaign: ! Messages are relevant to all college-intending students. ! All students receive messages. Example: When reviewing your college schedule... Remember '15 to finish.' On average, you have to take 15 credit hours each semester to finish college on time. Example: Did u know u can register 4 fall classes now? Call 304-792-7098 & ask 4 a campus counselor 2 make an appointment. Campus campaigns: ! Messages provide information specific to a particular college. ! Some students receive messages.
  • 22. How it works Anatomy of a text Hi! It’s Jess w/ GEARUP. Did u know WV 4year colleges require either the ACT or SAT? Need to take the ACT? Reg. by Jan 10 for the Feb test http://bit.ly/1bUHmOs Element of personalization Relevant information Timeliness/urgency Call to action/next step
  • 23. How it works Four college partners in Year 1 ! Bluefield State College ! Concord University ! Marshall University ! Southern West Virginia Community and Technical College
  • 24. How it works Campus-level messaging At various points in the campaign, students receive texts asking if they’ve made a college selection… ! Students who select a partner college are added to the campaign for that particular college. ! Students who select a non-partner college continue receiving only state-level messaging. ! Students who do not respond or text back “undecided” continue receiving state-level messaging and are asked again about their college choice later in the campaign.
  • 25. HEPC commitments ! Provide text-messaging platform ! Provide technical support, training and guidance ! Coordinate statewide messaging
  • 26. Campus commitments ! Collect and share student data with HEPC (name, cell number, email, high school, and blind SSN) ! Align student supports to provide a single point of contact ! Commit to following the statewide schedule (with options of 2 custom messages per month)
  • 27. Campus commitments ! Provide staff to check messages daily and within one hour of any outgoing message ! Assist in the evaluation by providing feedback and limited data
  • 28. Campus staffing Campus-level teams/support Consider engaging… ! Admissions/recruitment officers ! Enrollment personnel ! Student affairs officers ! Student success/retention officers ! Academic/advising personnel ! Financial aid representatives ! Students (but only as mentors, not as content experts!) ! Public information officers (keep them in the loop!)
  • 29. Technology ! 2-way texting Provide students with direct counseling; Answer questions ! Scheduling Schedule messages as part of a campaign or for individual students ! Personalization Enable unique message content and paths ! Case management Responses are routed to the appropriate counselor inbox; Message responses indicate responder’s name
  • 30. Technology PAST messages Send a message NOW FUTURE messages
  • 32. Early outcomes Since January 2, 2014… 1,000 +/- opt-ins ! Ten percent have since stopped messaging (opted out).
  • 33. Early outcomes Since January 2, 2014… 1,800+/- student responses ! Questions about processes Ex: When is the deadline to apply for WV financial aid? ! Requests for guidance Ex: I can’t decide on a college... Help!
  • 38. Early challenges ! Data pollution due to student error (e.g. students reporting the wrong grade level or high school on sign up) ! Cell phone turnover (e.g. students change numbers or pass the phone off to younger siblings) ! Lack of alignment with career and technical pathways ! Fewer than expected responses regarding college choice
  • 39. Refined audience segmenting In the works Detailed in-platform analytics “How to” toolkit Counseling guide and service training Evaluative study and white paper New pathways/ intervention models
  • 40. Evaluative study Comparison groups: ! GEAR UP students who did not receive messages ! GEAR UP students who received messages (segmented by length of participation… e.g. four months, 12 months, 18 months) ! Non-GU students who did not receive messages ! Non-GU students who received messages
  • 41. Evaluative study Variables: ! Demographic (gender, race/ethnicity, Pell eligibility, zip code, high school) ! Academic (ACT scores, GPA, highest high school math course completed) ! Process (FAFSA completion, ACT/SAT score submission, payment of deposits) ! Outcomes (Fall and spring enrollment, course completion, course grades, degree objective, persistence)
  • 42. Contact Adam S. Green, Ed.D. Vice Chancellor for Student Affairs (304) 558-0655 • [email protected] Jessica Kennedy Assistant Director of Communications (304) 558-0655 • [email protected] @jackennedy