Transform the Student Journey: From First Click to First Day with Our Student Portal

DIGITAL MARKETING | MAUTIC CRM | STUDENT PORTAL | CONSULTING
HIGHER-EDUCATION-MARKETING.COM
Transform the Student Journey:
From First Click to First Day
with Our Student Portal
HEM WEBINAR SERIES

2
Scott Cross
Regional Manager of Sales,
North America
Elias Nasser
Director of Technology
Solutions
WHO WE ARE…
▪ Ad Campaigns | Social Media & Search
▪ Creative Design & Branding
▪ Inbound Content Strategy
▪ Writing Blogs & Social Media Content
▪ SEO - Website Builds - Google Analytics 4
▪ CRM to Drive Lead Nurturing
▪ Student Application Portal
TODAY’S HOSTS

▪ Today’s Evolving Landscape in Admissions
▪ Scenarios in Lead Nurturing
▪ Attraction, Engagement & Lead Generation
▪ Pipeline Management
▪ Student Information System
▪ Key Takeaways
Agenda
3

The Evolving Landscape of Admissions
4
Tech-Savvy Applicants
Gen Z and Gen Alpha
demand seamless, mobile-
friendly experiences
throughout the admissions
process.
Rising Digital Trends
70% of students say
university online
experiences must be
as good as Amazon,
Netflix, or Facebook.
Global Reach
Increasing cross-border
applications means
schools must offer
accessible, streamlined
portals for international
prospects.
*Source

Understanding the Recruitment Pipeline
5

Audience Poll #1
6
How would you describe your institution’s
current application process?
A. Fully Paper-Based: Applications are submitted in person or by mail.
B. Partially Digital: PDF applications can be downloaded, completed, and
emailed.
C. Hybrid Approach: Students can apply online but with limited
functionality.
D. Fully Digital: The entire application process is online, mobile-friendly,
and automated.

The Evolution of the Application Processes
7
Apply
In Person
Only

8
Apply
In Person
Only
Click to Print PDF
Fill Out
Scan & Send

9
Apply
In Person
Only
Click to Print PDF
Fill Out
Scan & Send
Apply
Online

Their Admissions Expectations
Smooth Contact & Application Experience
➜ Online & mobile-friendly
➜ They choose: Course - Campus - Term - Duration
➜ Easily upload required files: PDF, JPG, PNG
➜ Comms via SMS / WhatsApp / Email
Initial
Email Read
Accepted
Applicatio
n
New
Inquiry
Contacted Student
Starts
Student
Graduates
Complete
Applicatio
n
New
Application
Paid
Attempt 2
Attempt 1 Attempt 3
Incomplete
Application

Your Admissions Expectations
Smooth Contact & Application Experience Smooth Admin Experience
➜ Online & mobile-friendly
➜ They choose: Course - Campus - Term - Duration
➜ Easily upload required files: PDF, JPG, PNG
➜ Comms via SMS / WhatsApp / Email
➜ Review Application & Downloads
➜ Approve & Categorize Applications
➜ Invoice for Application Fee
➜ Application Portal In-Sync with CRM
Initial
Email Read
Accepted
Applicatio
n
New
Inquiry
Contacted Student
Starts
Student
Graduates
Complete
Applicatio
n
New
Application
Paid
Attempt 2
Attempt 1 Attempt 3
Incomplete
Application

12
Attraction, Engagement & Lead Generation

Audience Poll #2
13
What is your greatest challenge in providing an online
application experience for your prospects & your staff?
A. Administrative stress of using multiple systems
B. Tracking the growth & development of a lead to a student
C. Reporting
D. Systems are too old-school to be effective today

VIRTUAL ADMISSIONS ASSISTANT & QUOTE BUILDER
Add an Enticing Call to Action
14
▪ Download a Brochure
▪ Chat with our Team
▪ Schedule a Visit
▪ Attend a Virtual Tour

VIRTUAL ADMISSIONS ASSISTANT & QUOTE BUILDER
Add an Enticing Call to Action
15
▪ Download a Brochure
▪ Chat with our Team
▪ Schedule a Visit
▪ Attend a Virtual Tour
“See what it would look
like to attend classes here”
Build Your Learning Experience

Allows students to easily estimate the cost
of their customized program.
Advantages:
✓ Customized to allow student to
build their desired student experience
✓ Dynamic pricing
✓ User-friendly interface
✓ Integration with application process
✓ Filter inquiries of quality by providing
accurate quotes online
(WIN-WIN)
HEM-SP: Quote Builder

17
Live Demo
● Student Application
● Uploading documents
● Pay App. Fee
● Quote Builder

18
Lead Nurture & Pipeline Management

Audience Poll #3
19
Where do you think an online application portal & CRM
can contribute more to your school’s success?
A. Top of the Funnel
B. Middle of the Funnel
C. Bottom of the Funnel
D. Throughout the Funnel … and then some!

■ Offer personalized resources like brochures and
virtual tours to attract interest.
■ Use dynamic communication tools (emails, SMS,
WhatsApp) to start building connections.
■ Leverage behavior tracking to identify highly
interested prospects.
■ Send tailored follow-ups based on application
progress or areas of interest.
■ Provide timely reminders for incomplete applications.
■ Use automated updates on application status to
keep students informed and engaged.
Nurturing Leads Along the Funnel
20
The Student Portal integrates these nurturing strategies into one seamless platform!

21
The Student Portal integrates these nurturing strategies into one seamless platform!

22

Technology in the Funnel
➜ Download a Brochure
➜ Contact Us
➜ Quote Builder
➜ Set a meeting with an
Advisor
➜ Sign Up for an Info Session
➜ Email / SMS
➜ Online
Application
➜ Payment Portal
➜ SIS

24
▪ Entries automatically entered
into your CRM
▪ Better to categorize and
prioritize your leads
INTEGRATED
All Entries Feed
Directly to CRM
▪ All their options are visible
to your here:
▪ Program
▪ Campus
▪ Start Date
▪ Accommodation

25
Live Demo
● Administrative
Application Processing
● Track completion
● Track payment
● View documents
● Communications
● Submitted Accepted
→

26
Student Information System

Key Feature: Student Information System - SIS
Streamline management of student data
from application to graduation.
It allows your team to:
➔ Efficiently track and manage student
information post-admission
➔ Process accepted applicants
➔ Convert status: Applicant → Approved → Student
➔ Enables seamless transition & management
➔

Assign students to specific programs & cohorts
➔ Manage course enrollments & monitor
attendance or academic progress.

Overall Benefits X 3 … Within 1 System
For Students
A smooth and engaging journey
from inquiry to enrollment.
A user-friendly experience
for convenience and accessibility.
Personalization increases
satisfaction and confidence
in their choice.
For You
Centralized data management, reduced
workload and improved accuracy.
Enhanced tracking and reporting
capabilities for informed decision-making.
Improved communication and follow-up
with prospective students,
increasing enrollment rates.

29
Live Demo
●Create Instructor/Staff Accounts
●Create Cohorts / Classes
●Assign to Classrooms
●Assign Students
●Track Attendance
●Track Grades

30
Measuring
Progress & Results

31
Reporting on Progress
▪ See all applications in one system
• Quote Builder
• Website “Apply Now”
▪ Filter Leads by:
• Contact Type
• Application Completion Progress
• Payment Status
▪ Reverse-engineer:
• Select those who have started
but not completed applications

32
Reporting
on Progress
▪ Create CRM Reports
tracking Enrollments by:
▪ Request Type
▪ Lead Source
▪ Program
▪ Campus

33
Key Takeaways

Today’s students expect a seamless, personalized,
and user-friendly application experience.
Key Takeaways
34
Schools that don’t adapt risk falling behind in an
increasingly competitive market.
The HEM-SP offers behavior tracking, and
personalized communication to nurture leads
effectively.
A student portal can help you save time
and resources with centralized,
automated workflows.
A student portal can help your institution stay
ahead by transforming the student journey
from the first click to the first day.
1
2
3
4
5

35
Free Demo of HEM-SP

36
Contact HEM for Customized Solutions
Scott Cross
North America Regional Manager
514-312-9048
scross@higher-education-marketing.com
Erik Fiuza
Europe & UK Business Development
+353 83 837 0646
efiuza@higher-education-marketing.com

INFO@HIGHER-EDUCATION-MARKETING.COM
6560 DE L'ESPLANADE, SUITE 204
MONTREAL, QUEBEC H2V 4L5
+1-514-312-3968

Transform the Student Journey: From First Click to First Day with Our Student Portal

More Related Content

Similar to Transform the Student Journey: From First Click to First Day with Our Student Portal (20)

More from Higher Education Marketing (20)

Recently uploaded (20)

Transform the Student Journey: From First Click to First Day with Our Student Portal

Editor's Notes