1. Using an Effective Email and CRM Strategy
Keeping in Touch
Using an Effective and CRM Strategy

2. Your Presenters Michael Giordano
Assistant Director, Graduate Admissions
The University of Texas at Tyler
Jessica Miller
Online Graduate Recruiter

3. The University of Texas at Tyler
Small Public University
8,500 total students
2,500 graduate students
Serves East Texas region

4. What We Were Doing… No strategy
Philosophy: turn prospects into applicants
Disorganized
Non-uniform
No follow up

5. Why It Was Ineffective…
Lose contact
Could only track individuals
No call to action

6. What We Changed… Strategic CRM/Email usage
Philosophy: Engage students throughout cycle
Changed format
Identified Status Categories

7. Status Categories Prospect Applicant (Not Accepted)
Accepted (Not Enrolled)
Enrolled
Inactive

8. New s
Created calendars and spreadsheet
Relative
Absolute

11. New Emails Populated calendar Rewrote emails Redesigned format
Created tracking

13. New Emails Populated calendar Rewrote emails Redesigned format
Created tracking

14. Results
Filters of 4 stages
Weekly analysis
Monthly analysis

19. Questions?
??????

20. Contact Us Anytime! Michael Giordano mgiordano@uttyler.edu
Jessica Miller