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TxGAP Webinar
Sizing up a Monumental Task: Building Your
Recruitment Funnel and Measuring the Flow


             Presented by:
             Marcus Hanscom, M.B.A. (@MarcusHanscom)
             Associate Director, Graduate Recruitment
             & Outreach, University of New Haven
Overview
• Assessing the present
• Building the funnel
• Engaging your prospects
• Measuring and utilizing results
• Determining ROI and “selling” it
Learning Outcome for Today
• We will recruit more efficiently and deliver higher
  ROI if we:
   – Evaluate our current student base
   – Use student information to make educated decisions on
     marketing channels and relevant messaging
   – AND track student data throughout the funnel including
     activity on our website, social media
The “Informed” ROI Process

                      Assess
                    Incoming/
                     Current
                     Students



                                     Lead
         Tracking                  Generatio
                                       n



                       Funnel
                    Managemen
                    t/Marketing/
                    Recruitment
Just the basics. Where are we now?

THE FOUNDATIONS
Consider leadership…



     “Know thyself… and others.”
Your current students
• Assess the demographics and needs of current
  students
  – Average age?
  – Male/Female ratio?
  – Previous major?
  – Referral Source?
• In an ideal world, assess by program
  – Easier for decentralized admissions
A Case Study: M.S.E.D.
        M.S. Education Applicants by Age and Gender
                          Three-Year Analysis: AY08-09 through AY10-11


400

350

300

250

200                                                                            Male
                                                                               Female
150

100

 50

  0
      Age 18-24   25-34      35-44           45-54           55-64       65+
A Case Study: M.S.E.D.
M.S. Education Applicants by Referral Source and Gender
                       Three-Year Analysis: AY08-09 through AY10-11



 Referral Source         n          % of n                Gender      % of n   n
 Fair/Expo/Tour          15         1.6%                  Female      71%      653
 Internet                169        18%                   Male        29%      267
 UNH Mailing/Email       6          0.6%                  Total       ---      920
 Newspaper Ad            3          0.3%
 Other                   142        15%
 Print/Web Directory     16         1.7%
 Word of Mouth           506        55%
 Empty                   63         6.8%
 Totals                  920
Assignment #1
• Conduct a program demographic assessment
  – Age/Gender
  – Location (In/Out of State, International)
  – Referral Source
  – Previous Major
  – …and others
• Present to program faculty
  – Engage faculty in process if not already
  – Faculty buy-in is crucial
We all want our cake, and we want to eat it, too.

BUILDING THE FUNNEL
Generating Awareness
• That’s so 2001…
  – Printed Directories
  – Bulk Snail Mailings
  – Cold Calling
  – Newspaper tombstone
    ads
Generating Awareness
• …but this is so 2011
  – Directory Sites (Gradschools.com, Petersons.com,
    GraduateGuide.com…)
  – University Website
  – Social Media (Facebook, Twitter, LinkedIn, FourSquare…)
  – Google/search engines
  – Blogs
  – Virtual Information Sessions/Chats
  – Open Houses
Lead Sources
• Purchased Lists         • Word of Mouth
• Directory Sites         • Click-thru campaigns
• Social Media            • Mailings/BRC
• University Website      • …and more
• Search Engines
  (Paid and Organic)
• Graduate Fairs/Visits
• Open Houses
• Webinars / Chats
Key Questions
• What is the total budget allocated to generating
  leads?
• Are lead generation techniques/processes
  customized by program?
• What role do faculty members play? Administrators?
• How do you manage your prospect leads versus your
  inquiries?
Assignment #2
• Do a lead generation audit
  – List all current lead sources and costs
  – Identify financial goals: spend more or less?
  – Are you doing some things because “that is what we
    always do?”
  – We have a collective groupthink problem. Does your
    institution suffer?
  – Just the basics: How many students are applying or
    enrolling from each source?
So, the funnel is flowing. Now what!?

ENGAGING PROSPECTS
Keys to Success
• Communication Plan (Automated)
• Relevant Messaging
• Cross-channel messaging
• Regular social media participation
• Personalization whenever and wherever possible
Communication Plan
• CRM is key
• Automation = efficiency
  – Particularly for small offices
  – Does not necessarily mean impersonal
• Integrated marketing opportunities
  – Letters, emails, personalized portal pages
  – Phone call management
• Ensure communication consistency to all audiences
Relevant Messaging
• Graduate students want personalization
• Avoid the fluff communications
• Provide program information as soon as possible
   – Preferably through multiple channels – mail, email, phone
• Clear, succinct, “What’s in it for me?”
  communications

    Initial Email Communication Interaction
                     Rates
   General   4%    Program-         20%
                   Specific
Social Media
• Not a “set it and forget it” process
• Engaging students on SM means exactly that
   – Regular interactions
   – Go beyond the “press release” posts
   – Offer contests
• Remember the audiences for each platform
• Create opportunities to request information, learn
  more, “see” your experience
• Integrate with your website
Where are you sending prospective students?

• Generic page on your site?
• An inquiry form?
• A specific landing page for just the leads from a
  particular source?
• A specific inquiry form?
Assignment #3
• Set up Unique Source Pages
  – Set up landing pages or inquiry forms unique to each lead
    source
  – Create vanity urls (ie. www.newhaven.edu/nytimes) for
    print advertising
  – Create pages for your generic lead generation and for
    event advertising management
  – Use QR codes on mailings and advertisements with a
    unique landing page
Assignment #4
• Create a referral source policy
   – How do you accurately report where students came from?
   – Identify how the created source versus a “How did you hear
     about us?” question will vary in your data
• Create one data set/attribute to collect this data
   – Greatly reduces reporting headaches
They came, we talked, but I have no idea what happened!

MEASURING AND
UTILIZING RESULTS
Measuring Results
• CRM System Results
   – Email Results (Open rate, interactions)
               Email Interaction Rates
     General    4%    Program-           20%
                      Specific
   – Personalized portal results
• Source Coding (Referrals)
   – Create definitions/guide
• Unique Landing Pages w/tracking
• Google Analytics (or other software)
Personalized portal results




 • 9% of all visitors clicked an “Apply Now” link
     • 69% of those completed and submitted an application
 • Average visits per user: 4.9
 • Average login time: 20 minutes
 • 4,408 active visitors in last six months
 • 675 engaged visitors (15%)
Google Analytics
• Great for assessing website effectiveness
• Learn what content works
• Determine how students get to your content
• Determine which content is generating the most
  leads
• Determine information paths
• Be mindful of where you are sending students
  – If sending to external sites, can affect your Analytics efforts
Google Analytics
Assignment #5
• Become a user on Google Analytics
  – Learn how to find your specific site content
  – Evaluate metrics as a whole
  – No single metric on its own is helpful
• Use metrics to make educated decisions about page
  content
  – Do you need to adjust content on your admissions pages?
    Program pages?
  – Would new landing pages help?
Campaign Tracking
• Google URL Builder
   – Other tools are available
   – Ease of use for beginners and advanced users
• Use for web ads, landing pages, social media links,
  blog posts, etc.
URL Builder
Campaign Tracking Results
Assignment #6
• Use the URL builder to create a tracking URL
  – Try it with a social media ad
  – Assess the results in GA after two weeks; a month; two
    months
• Advanced option: create two ads that link to two
  different pages on your website
  – Use two separate unique tracking URL’s
  – Evaluate which pages/ads have better results
     • Bounce rate, time on site, pages per visit, etc.
Tips on Tracking
• Minimize options on how students get to your site
   – Tracking does little good if you have too much to track
• Use vanity URL’s for ease of use or hidden tracking
  URL’s
• Use short inquiry forms if directing students there
  first
• K.I.S.S.
• All tracking involves a grain of salt
Utilizing Results
• Allocation of financial and human resources
• Development of new channels/expansion of current
  ones
• Strategic advertising timing
• Strategic planning for links/awareness
• Restructure/rewrite existing content
A Starting ROI Argument
• Avg. Rev/Student x # enrolled from source =
  Estimated Total Revenue/Source
  – Can simplify numbers by funnel status
  – Determine the “value” of a given inquiry
    or applicant
• Compare revenue to annual spend per source
  – Is your return worth the investment?
ROI Example
Directory Listing                                  College Fairs
• Avg. Total Revenue/student =                     • Avg. Total Revenue/student =
  $25,000                                            $25,000
• Students enrolled = 10                           • Students enrolled = 2
• Total revenue from source=                       • Total revenue from source=
  $250,000                                           $50,000
• Annual Directory spend: $32,000                  • Annual Travel Spend: $30,000
• ROI: 681%                                        • ROI: 67%




**Remember this is using a gross revenue figure.
Assignment #7
• Assign revenue to lead sources and determine
  estimated ROI
  – Gross revenue is a start
  – Determine average revenue/student
     • Can be most helpful at program level
  – Can compare to other sources by percentage return on the
    dollar
Assignment Review
1. Conduct a program demographic assessment
2. Do a lead generation audit
3. Set up unique source pages
4. Create a referral source policy
5. Become a user on Google Analytics (and use it)
6. Use the URL builder to create a tracking URL
7. Assign revenue to lead sources for ROI
Final Thoughts
• None of this happens overnight
• Need commitment of human (and in some cases,
  financial) resources
• Involve faculty if not already doing so
• Be adaptable
If you enjoyed this session…

 “Not Everything is Bigger in Texas: Small
    Things That Make a Big Impact on
          Recruitment Efforts”

        NAGAP 25th Annual Conference
           Thursday, April 26, 2012
             10:45am – 11:45am
Marcus Hanscom
                                      MHanscom@newhaven.ed
                                      u
                                      203.932.7277
                                      Twitter: @MarcusHanscom




      Questions?

      THANK YOU.
View this presentation and the sample referral source guidelines
            online at www.slideshare.net/mhanscom

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Measuring Recruitment Funnel Flow

  • 1. TxGAP Webinar Sizing up a Monumental Task: Building Your Recruitment Funnel and Measuring the Flow Presented by: Marcus Hanscom, M.B.A. (@MarcusHanscom) Associate Director, Graduate Recruitment & Outreach, University of New Haven
  • 2. Overview • Assessing the present • Building the funnel • Engaging your prospects • Measuring and utilizing results • Determining ROI and “selling” it
  • 3. Learning Outcome for Today • We will recruit more efficiently and deliver higher ROI if we: – Evaluate our current student base – Use student information to make educated decisions on marketing channels and relevant messaging – AND track student data throughout the funnel including activity on our website, social media
  • 4. The “Informed” ROI Process Assess Incoming/ Current Students Lead Tracking Generatio n Funnel Managemen t/Marketing/ Recruitment
  • 5. Just the basics. Where are we now? THE FOUNDATIONS
  • 6. Consider leadership… “Know thyself… and others.”
  • 7. Your current students • Assess the demographics and needs of current students – Average age? – Male/Female ratio? – Previous major? – Referral Source? • In an ideal world, assess by program – Easier for decentralized admissions
  • 8. A Case Study: M.S.E.D. M.S. Education Applicants by Age and Gender Three-Year Analysis: AY08-09 through AY10-11 400 350 300 250 200 Male Female 150 100 50 0 Age 18-24 25-34 35-44 45-54 55-64 65+
  • 9. A Case Study: M.S.E.D. M.S. Education Applicants by Referral Source and Gender Three-Year Analysis: AY08-09 through AY10-11 Referral Source n % of n Gender % of n n Fair/Expo/Tour 15 1.6% Female 71% 653 Internet 169 18% Male 29% 267 UNH Mailing/Email 6 0.6% Total --- 920 Newspaper Ad 3 0.3% Other 142 15% Print/Web Directory 16 1.7% Word of Mouth 506 55% Empty 63 6.8% Totals 920
  • 10. Assignment #1 • Conduct a program demographic assessment – Age/Gender – Location (In/Out of State, International) – Referral Source – Previous Major – …and others • Present to program faculty – Engage faculty in process if not already – Faculty buy-in is crucial
  • 11. We all want our cake, and we want to eat it, too. BUILDING THE FUNNEL
  • 12. Generating Awareness • That’s so 2001… – Printed Directories – Bulk Snail Mailings – Cold Calling – Newspaper tombstone ads
  • 13. Generating Awareness • …but this is so 2011 – Directory Sites (Gradschools.com, Petersons.com, GraduateGuide.com…) – University Website – Social Media (Facebook, Twitter, LinkedIn, FourSquare…) – Google/search engines – Blogs – Virtual Information Sessions/Chats – Open Houses
  • 14. Lead Sources • Purchased Lists • Word of Mouth • Directory Sites • Click-thru campaigns • Social Media • Mailings/BRC • University Website • …and more • Search Engines (Paid and Organic) • Graduate Fairs/Visits • Open Houses • Webinars / Chats
  • 15. Key Questions • What is the total budget allocated to generating leads? • Are lead generation techniques/processes customized by program? • What role do faculty members play? Administrators? • How do you manage your prospect leads versus your inquiries?
  • 16. Assignment #2 • Do a lead generation audit – List all current lead sources and costs – Identify financial goals: spend more or less? – Are you doing some things because “that is what we always do?” – We have a collective groupthink problem. Does your institution suffer? – Just the basics: How many students are applying or enrolling from each source?
  • 17. So, the funnel is flowing. Now what!? ENGAGING PROSPECTS
  • 18. Keys to Success • Communication Plan (Automated) • Relevant Messaging • Cross-channel messaging • Regular social media participation • Personalization whenever and wherever possible
  • 19. Communication Plan • CRM is key • Automation = efficiency – Particularly for small offices – Does not necessarily mean impersonal • Integrated marketing opportunities – Letters, emails, personalized portal pages – Phone call management • Ensure communication consistency to all audiences
  • 20. Relevant Messaging • Graduate students want personalization • Avoid the fluff communications • Provide program information as soon as possible – Preferably through multiple channels – mail, email, phone • Clear, succinct, “What’s in it for me?” communications Initial Email Communication Interaction Rates General 4% Program- 20% Specific
  • 21. Social Media • Not a “set it and forget it” process • Engaging students on SM means exactly that – Regular interactions – Go beyond the “press release” posts – Offer contests • Remember the audiences for each platform • Create opportunities to request information, learn more, “see” your experience • Integrate with your website
  • 22. Where are you sending prospective students? • Generic page on your site? • An inquiry form? • A specific landing page for just the leads from a particular source? • A specific inquiry form?
  • 23. Assignment #3 • Set up Unique Source Pages – Set up landing pages or inquiry forms unique to each lead source – Create vanity urls (ie. www.newhaven.edu/nytimes) for print advertising – Create pages for your generic lead generation and for event advertising management – Use QR codes on mailings and advertisements with a unique landing page
  • 24. Assignment #4 • Create a referral source policy – How do you accurately report where students came from? – Identify how the created source versus a “How did you hear about us?” question will vary in your data • Create one data set/attribute to collect this data – Greatly reduces reporting headaches
  • 25. They came, we talked, but I have no idea what happened! MEASURING AND UTILIZING RESULTS
  • 26. Measuring Results • CRM System Results – Email Results (Open rate, interactions) Email Interaction Rates General 4% Program- 20% Specific – Personalized portal results • Source Coding (Referrals) – Create definitions/guide • Unique Landing Pages w/tracking • Google Analytics (or other software)
  • 27. Personalized portal results • 9% of all visitors clicked an “Apply Now” link • 69% of those completed and submitted an application • Average visits per user: 4.9 • Average login time: 20 minutes • 4,408 active visitors in last six months • 675 engaged visitors (15%)
  • 28. Google Analytics • Great for assessing website effectiveness • Learn what content works • Determine how students get to your content • Determine which content is generating the most leads • Determine information paths • Be mindful of where you are sending students – If sending to external sites, can affect your Analytics efforts
  • 30. Assignment #5 • Become a user on Google Analytics – Learn how to find your specific site content – Evaluate metrics as a whole – No single metric on its own is helpful • Use metrics to make educated decisions about page content – Do you need to adjust content on your admissions pages? Program pages? – Would new landing pages help?
  • 31. Campaign Tracking • Google URL Builder – Other tools are available – Ease of use for beginners and advanced users • Use for web ads, landing pages, social media links, blog posts, etc.
  • 34. Assignment #6 • Use the URL builder to create a tracking URL – Try it with a social media ad – Assess the results in GA after two weeks; a month; two months • Advanced option: create two ads that link to two different pages on your website – Use two separate unique tracking URL’s – Evaluate which pages/ads have better results • Bounce rate, time on site, pages per visit, etc.
  • 35. Tips on Tracking • Minimize options on how students get to your site – Tracking does little good if you have too much to track • Use vanity URL’s for ease of use or hidden tracking URL’s • Use short inquiry forms if directing students there first • K.I.S.S. • All tracking involves a grain of salt
  • 36. Utilizing Results • Allocation of financial and human resources • Development of new channels/expansion of current ones • Strategic advertising timing • Strategic planning for links/awareness • Restructure/rewrite existing content
  • 37. A Starting ROI Argument • Avg. Rev/Student x # enrolled from source = Estimated Total Revenue/Source – Can simplify numbers by funnel status – Determine the “value” of a given inquiry or applicant • Compare revenue to annual spend per source – Is your return worth the investment?
  • 38. ROI Example Directory Listing College Fairs • Avg. Total Revenue/student = • Avg. Total Revenue/student = $25,000 $25,000 • Students enrolled = 10 • Students enrolled = 2 • Total revenue from source= • Total revenue from source= $250,000 $50,000 • Annual Directory spend: $32,000 • Annual Travel Spend: $30,000 • ROI: 681% • ROI: 67% **Remember this is using a gross revenue figure.
  • 39. Assignment #7 • Assign revenue to lead sources and determine estimated ROI – Gross revenue is a start – Determine average revenue/student • Can be most helpful at program level – Can compare to other sources by percentage return on the dollar
  • 40. Assignment Review 1. Conduct a program demographic assessment 2. Do a lead generation audit 3. Set up unique source pages 4. Create a referral source policy 5. Become a user on Google Analytics (and use it) 6. Use the URL builder to create a tracking URL 7. Assign revenue to lead sources for ROI
  • 41. Final Thoughts • None of this happens overnight • Need commitment of human (and in some cases, financial) resources • Involve faculty if not already doing so • Be adaptable
  • 42. If you enjoyed this session… “Not Everything is Bigger in Texas: Small Things That Make a Big Impact on Recruitment Efforts” NAGAP 25th Annual Conference Thursday, April 26, 2012 10:45am – 11:45am
  • 43. Marcus Hanscom MHanscom@newhaven.ed u 203.932.7277 Twitter: @MarcusHanscom Questions? THANK YOU. View this presentation and the sample referral source guidelines online at www.slideshare.net/mhanscom