Weekly Status Report: September 24

On Aug. 16, prospective students were sent an email invitation from Salesforce for the Discover K-State Days event. Prospective students were able to register for the event via Salesforce. The first Discover K-State Days event was held on Sept. 20. Staff members working the event were able to quickly pull up student information by scanning a student-specific QR code with their mobile device. Payments and last-minute registrations were easily handled within the new CRM, and the data was used to deliver a personalized experience for prospective students. Three more Discover K-State Days events are scheduled for the fall semester.

Discover K-State Day 1 Discover K-State Day 2

Below is a brief update on the CRM undergraduate and graduate recruitment implementation project. This update highlights key goals and is not a representation of the entire project.

Last week’s accomplishments (week of September 16)

  • Continued CRM Introduction training sessions
  • Launched pre-event activities for the first Discover K-State Day
  • Began the initial setup and implementation of Pardot, a marketing automation tool by Salesforce
  • Planned the next set of implementation priorities
  • Hosted first Discover K-State Day for fall 2019

This week’s goals (week of September 23)

  • Import ACT scores into Salesforce
  • Send post-training survey
  • Import SAT scores into Salesforce
  • Research individual communication templates
  • Review how to use "Notes" and "Favorites"
  • Finalize the workflow of production access form
  • Finalize plan of continued introductory training
  • Launch pre-event activities for the first ACT Workshop

Next week’s goals (week of September 30)

  • Create a plan for merging mail systems
  • Plan and prioritize the current inventory of Business Analysis tasks
  • Upgrade training plan to provide advanced training
  • Create a website FAQ