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Hobsons Workshop 2015
making
hobsons
work
for you
Presented by Lita Malveaux
TODAY
MAKING HOBSONS WORK FOR YOU
arm you with the knowledge necessary to
understand and navigate the Hobsons product suite
Hobsons Workshop 2015
making hobsons
work for you
HOBSONS SUITE
Product Suite:
ApplyYourself
 Decision and Enrollment
 Recommendation
AppReview
Connect
Hobsons Workshop 2015
making hobsons
work for you
APPLYYOURSELF
Account Creation:
 Application Account
 @myVIP Page Account
Hobsons Workshop 2015
making hobsons
work for you
APPLYYOURSELF
Department
Access:
 In-Progress – Admission
information completed
 Submitted – Online
application completed
and fee paid
Hobsons Workshop 2015
making hobsons
work for you
APPLYYOURSELF: Application and Decision Records
PARTS & PIECES OF THE APPLICATION:
Application: all the parts and pieces
(online form, department form, transcripts, test scores, letters of
recommendation, goal statements, writing samples, cv/resume,
art portfolio)
Decision Letter: official online decision letter
(accept-full, accept-special status, deny, deny-Dean of Students,
withdrawal)
Intent to Enroll: accept or decline the offer of admission
Hobsons Workshop 2015
making hobsons
work for you
APPLYYOURSELF: Tracking
AUDIT STATUS – (new stage based tracking)
 application incomplete
 evaluation complete/materials missing
 evaluation complete/awaiting decision
 background review
 decision available
 application withdrawn
Hobsons Workshop 2015
making hobsons
work for you
APPLYYOURSELF: Queries & Exports
Query: a segment of your in-progress or submitted applicant pool – the who
Export: data associated with a segment of the pool – the what
Hobsons Workshop 2015
making hobsons
work for you
APPLYYOURSELF: Queries & Exports
Query A:
term and program for
submitted
Export 1:
name, conc, faculty interest,
test scores, etc.
Query B:
term and program for
submitted and complete
Export 2:
name, program, gender,
citizenship, etc.
Query C:
term and program for
submitted and no decision
Export 3:
name, email, state, most
recent institution and
degree, etc.
Preview in
Search Results
LARGE SEGMENTS NARROW AND PRIORITIZE
Hobsons Workshop 2015
making hobsons
work for you
APPLYYOURSELF: Email
LARGE SEGMENTS
Preview in
Search Results
NARROW AND PRIORITIZE
CONNECT AND COMMUNICATE
Query
Export
Email
High-caliber in progress or submitted applicants
Meet enrollment objectives
Specialized experience/interest
Hobsons Workshop 2015
making hobsons
work for you
Hobsons Workshop 2015
making hobsons
work for you
QUESTIONS?
Hobsons Workshop 2015Presented by Lita Malveaux
HOUR TWO:
CONNECT CRM
APPREVIEW
making
hobsons
work
for you
PRODUCT OVERVIEW
ApplyYourself applicant, decision,
recommendation, intent to
enroll, AY system, and Banner
data
Connect
Banner
Data Bridge
Hobsons Workshop 2015
import csv file of registration,
undergrad , and tuition waiver data
SQL Report
e-communications
@myVIP Page
inquiry form
surveys
reports and goal gauges
dashboards
AppReview
making hobsons
work for you
CONNECT CRM & RECRUITMENT
engage and inform contacts throughout the
recruitment funnel
Hobsons Workshop 2015
making hobsons
work for you
PROSPECTS
INQUIRIES
APPLICANTS
APPLICANTS W/ COMPLETE FILES
ACCEPTS
OFFER ACCEPTED
MATRICULANTS
points of
entry
CONNECT CRM & RECRUITMENT
engage and inform
150 emails
20-25 emails per contact
5 PR generated dept blurbs
4 check-in events
4 how I pay for grad school profiles
3 department events
2 virtual info sessions (intl)
2 university partnered events
1 graduate orientation
Hobsons Workshop 2015
making hobsons
work for you
CONNECT CRM & RECRUITMENT
Hobsons Workshop 2015
making hobsons
work for you
CRM DASHBOARD
Hobsons Workshop 2015
making hobsons
work for you
Connect Dashboards
 real-time data related to enrollment targets
 ability to drill down and export data
 transparency - communications log and audit status
https://casgsu.askadmissions.net/sso/Sso/Login
Hobsons Workshop 2015
making hobsons
work for you
APPREVIEW
ApplyYourself AppReviewComplete applications
pushed to AppReview
REVIEW BUNDLE: program/term specific
Graduate Director Reviews Bundle as
Head Reviewer
FULL STATUS ACCEPTS:
Dean’s Full Status bundle for
final review via workflow
SPECIAL STATUS ACCEPTS:
Dean’s Special Status bundle
for final review via workflow
Routing Rules
(Single Review Pool)
DENIES/
WITHDRAWS
No further review
NOT
APPROVED
APPROVED
RECOMMEND FOR
OTHER PROGRAM
https://ar.applyyourself.com/
Hobsons Workshop 2015
making hobsons
work for you
how can hobsons help you
engage and inform?

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Hobsons Workshop Sept 2015-shortened

  • 1. Hobsons Workshop 2015 making hobsons work for you Presented by Lita Malveaux
  • 2. TODAY MAKING HOBSONS WORK FOR YOU arm you with the knowledge necessary to understand and navigate the Hobsons product suite Hobsons Workshop 2015 making hobsons work for you
  • 3. HOBSONS SUITE Product Suite: ApplyYourself  Decision and Enrollment  Recommendation AppReview Connect Hobsons Workshop 2015 making hobsons work for you
  • 4. APPLYYOURSELF Account Creation:  Application Account  @myVIP Page Account Hobsons Workshop 2015 making hobsons work for you
  • 5. APPLYYOURSELF Department Access:  In-Progress – Admission information completed  Submitted – Online application completed and fee paid Hobsons Workshop 2015 making hobsons work for you
  • 6. APPLYYOURSELF: Application and Decision Records PARTS & PIECES OF THE APPLICATION: Application: all the parts and pieces (online form, department form, transcripts, test scores, letters of recommendation, goal statements, writing samples, cv/resume, art portfolio) Decision Letter: official online decision letter (accept-full, accept-special status, deny, deny-Dean of Students, withdrawal) Intent to Enroll: accept or decline the offer of admission Hobsons Workshop 2015 making hobsons work for you
  • 7. APPLYYOURSELF: Tracking AUDIT STATUS – (new stage based tracking)  application incomplete  evaluation complete/materials missing  evaluation complete/awaiting decision  background review  decision available  application withdrawn Hobsons Workshop 2015 making hobsons work for you
  • 8. APPLYYOURSELF: Queries & Exports Query: a segment of your in-progress or submitted applicant pool – the who Export: data associated with a segment of the pool – the what Hobsons Workshop 2015 making hobsons work for you
  • 9. APPLYYOURSELF: Queries & Exports Query A: term and program for submitted Export 1: name, conc, faculty interest, test scores, etc. Query B: term and program for submitted and complete Export 2: name, program, gender, citizenship, etc. Query C: term and program for submitted and no decision Export 3: name, email, state, most recent institution and degree, etc. Preview in Search Results LARGE SEGMENTS NARROW AND PRIORITIZE Hobsons Workshop 2015 making hobsons work for you
  • 10. APPLYYOURSELF: Email LARGE SEGMENTS Preview in Search Results NARROW AND PRIORITIZE CONNECT AND COMMUNICATE Query Export Email High-caliber in progress or submitted applicants Meet enrollment objectives Specialized experience/interest Hobsons Workshop 2015 making hobsons work for you
  • 11. Hobsons Workshop 2015 making hobsons work for you QUESTIONS?
  • 12. Hobsons Workshop 2015Presented by Lita Malveaux HOUR TWO: CONNECT CRM APPREVIEW making hobsons work for you
  • 13. PRODUCT OVERVIEW ApplyYourself applicant, decision, recommendation, intent to enroll, AY system, and Banner data Connect Banner Data Bridge Hobsons Workshop 2015 import csv file of registration, undergrad , and tuition waiver data SQL Report e-communications @myVIP Page inquiry form surveys reports and goal gauges dashboards AppReview making hobsons work for you
  • 14. CONNECT CRM & RECRUITMENT engage and inform contacts throughout the recruitment funnel Hobsons Workshop 2015 making hobsons work for you PROSPECTS INQUIRIES APPLICANTS APPLICANTS W/ COMPLETE FILES ACCEPTS OFFER ACCEPTED MATRICULANTS points of entry
  • 15. CONNECT CRM & RECRUITMENT engage and inform 150 emails 20-25 emails per contact 5 PR generated dept blurbs 4 check-in events 4 how I pay for grad school profiles 3 department events 2 virtual info sessions (intl) 2 university partnered events 1 graduate orientation Hobsons Workshop 2015 making hobsons work for you
  • 16. CONNECT CRM & RECRUITMENT Hobsons Workshop 2015 making hobsons work for you
  • 17. CRM DASHBOARD Hobsons Workshop 2015 making hobsons work for you Connect Dashboards  real-time data related to enrollment targets  ability to drill down and export data  transparency - communications log and audit status https://casgsu.askadmissions.net/sso/Sso/Login
  • 18. Hobsons Workshop 2015 making hobsons work for you APPREVIEW ApplyYourself AppReviewComplete applications pushed to AppReview REVIEW BUNDLE: program/term specific Graduate Director Reviews Bundle as Head Reviewer FULL STATUS ACCEPTS: Dean’s Full Status bundle for final review via workflow SPECIAL STATUS ACCEPTS: Dean’s Special Status bundle for final review via workflow Routing Rules (Single Review Pool) DENIES/ WITHDRAWS No further review NOT APPROVED APPROVED RECOMMEND FOR OTHER PROGRAM https://ar.applyyourself.com/
  • 19. Hobsons Workshop 2015 making hobsons work for you how can hobsons help you engage and inform?

Notas del editor

  1. Hobsons defines themselves as an “innovative…” They serve over 9000 institutions in the k-12 and higher-ed systems. ApplyYourself is an application management system. AppReview is an application review system, and Connect CRM is constituent management platform…way to manage contacts across multiple channels
  2. First hour about applyyourself – let’s start where the prospect or applicant starts
  3. Used in department queries, pushed out to applicant, and available in Connect, including dashboards
  4. Work with advisor to best define queries and exports that work for your process, keeping in mind how audit status and other fields available in search results can help narrow and prioritize
  5. Once you narrow and prioritize you can connect and communicate, leaving emails for larger segments to be automated in the CRM
  6. WHEN we’re trying to engage and connect
  7. Examples of e-communications
  8. @myVIP page is another tool to engage and inform the inquiry or applicant
  9. Demo dashboards
  10. Demo AppReview