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Lessons in Designing a
Mobile Student Experience
EDA Certified
Salesforce.org
Creighton Dent
Client Success
3x Winner
Salesforce.org
ISV PARTNER
OF THE YEAR
2019 ISV Partner of the Year
Higher Ed | Salesforce.org
Brian Heger
Assoc. Director of Strategic
Communication & Recruitment
Fastest Growing Private University
The Chronicle of Higher Education
2018 Impact Award Winner
Student Systems & Services
Campus Technology
4th
The 1,000 Foot View
The Value of the Student Experience & the Role of Mobile
Expected Learning Outcomes
Defining Mobile-First in a Mobile-Responsive World
Maryville’s Approach to Designing a Mobile-First Student Experience
Takeaway Tips for Leveraging Mobile to Support Student Outcomes
Student Expectations
No Exceptions for the Ivory Tower
Student
Delight
Cycle
Blurring the
lines between
the physical
and the digital
worlds.
The Rise of Designing for the Student Experience
A historical retrospect
1.0 2.0 3.0 4.0
Adopting
Software
Leveraging
the Basics
Breaking
the Silos
Student
Experience
EMPOWERING
INSTITUTIONS
EMPOWERING
PEOPLE
CRM
App
http:
3 out of 4
students report
having visited a
college website
on their mobile
device.
The Student Experience is already mobile; it’s a question of good vs. bad
Why a Mobile First Strategy is Required
2018 Social Admissions Report, NRCCUA & TargetX
57 percent
said the website
was very or
extremely
important in their
college search.
The Student Experience is already mobile; it’s a question of good vs. bad
Why a Mobile First Strategy is Required
2019 Digital Admissions Report, mStoner & TargetX
The Student Experience is already mobile; it’s a question of good vs. bad
Why a Mobile First Strategy is Required
86
%
Students that prefer to
communicate with
colleges via email
on their mobile
device.
2018 Social Admissions Report, NRCCUA & TargetX
⅓
The Student Experience is already mobile; it’s a question of good vs. bad
Why a Mobile First Strategy is Required
Students that
applied to college
on a smartphone
or tablet.
2019 Digital Admissions Report, mStoner & TargetX
smartphone
dependent.
Non-white, lower
income, younger
adults are
increasingly
The Student Experience is already mobile; it’s a question of good vs. bad
Why a Mobile First Strategy is Required
“At Maryville, we have a foundational belief that
everything inside the classroom should be
challenging and rigorous, and
everything outside the classroom
should be easy.”
Dr. Mark Lombardi, President
Maryville and the Student Experience
The Maryville Story
Strategic
Plan
2022:
10,000
Students
The Maryville Story
Strategic
Plan
Salesforce
& TargetX
Admissions
&
Advancement
The Maryville Story
Strategic
Plan
Salesforce
& TargetX
Connected
Campus
3
Salesforce
Instances
The Maryville Story
Strategic
Plan
Salesforce
& TargetX
Connected
Campus
RESULTS
2022:
10,000
Students
The Maryville Story
Strategic
Plan
Salesforce
& TargetX
Connected
Campus
RESULTS
10,200
Students
Enrollment Student Lifecycle
Lead
Inquiry
Applicant
Admit
Enrolled
Leads & Inquiries
Prospect Cards
Emails
180%
➕ Keep it Simple
➕ The Inverted Pyramid
➕ People like Pushing Buttons
➕ Personalization Beyond Name
tips
2018 Redesigning the Student Experience, TargetX
Emails
Email apps like
Gmail and iOS
may clip
messages at
100kb+
➕ Keep it Simple
➕ The Inverted Pyramid
➕ People like Pushing Buttons
➕ Personalization Beyond Name
tips
Emails
➕ Keep it Simple
➕ The Inverted Pyramid
➕ People like Pushing Buttons
➕ Personalization Beyond Name
tips
Grab Attention
Build Anticipation
Call to
Action
Emails
Adding a button
increased CTA
by 127%
➕ Keep it Simple
➕ The Inverted Pyramid
➕ People like Pushing Buttons
➕ Personalization Beyond Name
tips
Emails
➕ Keep it Simple
➕ The Inverted Pyramid
➕ People like Pushing Buttons
➕ Personalization Beyond Name
tips
Event Registration and Forms
Step 1
Event Registration Student
[event site URL]?type = [event type]
[event site URL]?type = Individual%20Visit,Group%20Session
tips ➕ Append URL to filter events
Event Registration and Forms
Step 2
Event Registration Student
[event site URL]?type = [event type]
[event site URL]?type = Individual%20Visit,Group%20Session
&cid={!Contact.ID}
tips ➕ Append URL to prefill student data
Event Registration and Forms
Step 3
Event Registration Student
Increase in campus
visit:
● Registrations
● Attendance
Applicants
Cohesive Enrollment Process
Great experience, regardless of device
Cohesive Enrollment Process
Great experience, regardless of device
Cohesive Enrollment Process
Great experience, regardless of device
Cohesive Enrollment Process
Great experience, regardless of device
➕ Vertical Scrolling
➕ TargetX Higher Ed
Exchange
tips
Cohesive Enrollment Process
Great experience, regardless of device
Cohesive Enrollment Process
Great experience, regardless of device
Where to start?
Next Steps
+ Look at touchpoints through a
mobile lense
Student Journey Mapping
Student
Delight
Cycle
Next Steps
Understanding the profile of today’s student
undergraduate graduate
non-traditional
● wait after high school to enroll in post-secondary education
● attend college part-time while working full-time
● have dependents who are not their spouse or partner
● are financially independent from their parents for purposes
of financial aid; and
● often times, have completed their high school degree
through a certificate or GED program.
Ruffalo Noel-Levitz, Adult E-Expectations
freshman transfer on-campus online
Defined as students over the age of 24 sharing one or
more additional characteristic(s):
74% of the current student market
tip
www.targetx.com/heug

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Lessons in Designing a Mobile Experience

  • 1. Lessons in Designing a Mobile Student Experience
  • 2. EDA Certified Salesforce.org Creighton Dent Client Success 3x Winner Salesforce.org ISV PARTNER OF THE YEAR 2019 ISV Partner of the Year Higher Ed | Salesforce.org
  • 3. Brian Heger Assoc. Director of Strategic Communication & Recruitment Fastest Growing Private University The Chronicle of Higher Education 2018 Impact Award Winner Student Systems & Services Campus Technology 4th
  • 4. The 1,000 Foot View The Value of the Student Experience & the Role of Mobile Expected Learning Outcomes Defining Mobile-First in a Mobile-Responsive World Maryville’s Approach to Designing a Mobile-First Student Experience Takeaway Tips for Leveraging Mobile to Support Student Outcomes
  • 5. Student Expectations No Exceptions for the Ivory Tower Student Delight Cycle
  • 6. Blurring the lines between the physical and the digital worlds. The Rise of Designing for the Student Experience A historical retrospect 1.0 2.0 3.0 4.0 Adopting Software Leveraging the Basics Breaking the Silos Student Experience EMPOWERING INSTITUTIONS EMPOWERING PEOPLE CRM App http:
  • 7. 3 out of 4 students report having visited a college website on their mobile device. The Student Experience is already mobile; it’s a question of good vs. bad Why a Mobile First Strategy is Required 2018 Social Admissions Report, NRCCUA & TargetX
  • 8. 57 percent said the website was very or extremely important in their college search. The Student Experience is already mobile; it’s a question of good vs. bad Why a Mobile First Strategy is Required 2019 Digital Admissions Report, mStoner & TargetX
  • 9. The Student Experience is already mobile; it’s a question of good vs. bad Why a Mobile First Strategy is Required 86 % Students that prefer to communicate with colleges via email on their mobile device. 2018 Social Admissions Report, NRCCUA & TargetX
  • 10. ⅓ The Student Experience is already mobile; it’s a question of good vs. bad Why a Mobile First Strategy is Required Students that applied to college on a smartphone or tablet. 2019 Digital Admissions Report, mStoner & TargetX smartphone dependent. Non-white, lower income, younger adults are increasingly
  • 11. The Student Experience is already mobile; it’s a question of good vs. bad Why a Mobile First Strategy is Required
  • 12. “At Maryville, we have a foundational belief that everything inside the classroom should be challenging and rigorous, and everything outside the classroom should be easy.” Dr. Mark Lombardi, President Maryville and the Student Experience
  • 14. The Maryville Story Strategic Plan Salesforce & TargetX Admissions & Advancement
  • 15. The Maryville Story Strategic Plan Salesforce & TargetX Connected Campus 3 Salesforce Instances
  • 16. The Maryville Story Strategic Plan Salesforce & TargetX Connected Campus RESULTS 2022: 10,000 Students
  • 17. The Maryville Story Strategic Plan Salesforce & TargetX Connected Campus RESULTS 10,200 Students
  • 21.
  • 22. Emails 180% ➕ Keep it Simple ➕ The Inverted Pyramid ➕ People like Pushing Buttons ➕ Personalization Beyond Name tips 2018 Redesigning the Student Experience, TargetX
  • 23. Emails Email apps like Gmail and iOS may clip messages at 100kb+ ➕ Keep it Simple ➕ The Inverted Pyramid ➕ People like Pushing Buttons ➕ Personalization Beyond Name tips
  • 24. Emails ➕ Keep it Simple ➕ The Inverted Pyramid ➕ People like Pushing Buttons ➕ Personalization Beyond Name tips Grab Attention Build Anticipation Call to Action
  • 25. Emails Adding a button increased CTA by 127% ➕ Keep it Simple ➕ The Inverted Pyramid ➕ People like Pushing Buttons ➕ Personalization Beyond Name tips
  • 26. Emails ➕ Keep it Simple ➕ The Inverted Pyramid ➕ People like Pushing Buttons ➕ Personalization Beyond Name tips
  • 27. Event Registration and Forms Step 1 Event Registration Student [event site URL]?type = [event type] [event site URL]?type = Individual%20Visit,Group%20Session tips ➕ Append URL to filter events
  • 28. Event Registration and Forms Step 2 Event Registration Student [event site URL]?type = [event type] [event site URL]?type = Individual%20Visit,Group%20Session &cid={!Contact.ID} tips ➕ Append URL to prefill student data
  • 29. Event Registration and Forms Step 3 Event Registration Student Increase in campus visit: ● Registrations ● Attendance
  • 31. Cohesive Enrollment Process Great experience, regardless of device
  • 32. Cohesive Enrollment Process Great experience, regardless of device
  • 33. Cohesive Enrollment Process Great experience, regardless of device
  • 34. Cohesive Enrollment Process Great experience, regardless of device ➕ Vertical Scrolling ➕ TargetX Higher Ed Exchange tips
  • 35. Cohesive Enrollment Process Great experience, regardless of device
  • 36. Cohesive Enrollment Process Great experience, regardless of device
  • 38. Next Steps + Look at touchpoints through a mobile lense Student Journey Mapping Student Delight Cycle
  • 39. Next Steps Understanding the profile of today’s student undergraduate graduate non-traditional ● wait after high school to enroll in post-secondary education ● attend college part-time while working full-time ● have dependents who are not their spouse or partner ● are financially independent from their parents for purposes of financial aid; and ● often times, have completed their high school degree through a certificate or GED program. Ruffalo Noel-Levitz, Adult E-Expectations freshman transfer on-campus online Defined as students over the age of 24 sharing one or more additional characteristic(s): 74% of the current student market tip