The document discusses the University of Akron's efforts to customize its approach to confirming student enrollment using its TargetX customer relationship management (CRM) system. It overviews the implementation timeline of TargetX since 2016, goals of encouraging confirmation and understanding applicants' perspectives, and tools used including custom objects, surveys, email templates, and reports. The campaign involves sending students admitted but not yet confirmed one of three automated emails about ready to confirm, still deciding, or made other plans. It outlines considerations and steps taken to integrate application data from multiple sources into TargetX and automate previously manual confirmation and cancellation processes. Achievements included increased engagement, process automation, insights, and leadership trust in the CRM system.

1. #TargetXSummit
A Customized Approach to Confirm Your EnrollmentA Customized Approach to Confirm Your Enrollment
Manoj Muthireddy, Sr. Business Systems Analyst
Robert Bird, Communication and Data Lead

2. #TargetXSummit
Agenda
● Introduction
● Overview of Project
● Confirm Enrollment Process
● Achievements
● Questions

3. Fast Facts – Enrollment Fall 2018
• Undergraduate: 17,455
• Graduate: 2,625
• Law School: 474
• Total: 20,554
• Students represent 45 states
and more than 90 foreign
countries

4. The Funtastic Four
4 Team members
• Communication & Data Lead
• Business Systems Analyst
• CRM Coordinator
• Sr Business Systems Analyst

5. #TargetXSummit
TargetX Timeline
April 2016 – Purchased TargetX
July 2017 – Live with online application
July 2018 – AO’s begin using for travel
Sept 2018 – Events
Oct/Nov 2018 – Electronic Communications go-live
Nov 2018 – Began loading Common App and EAB apps into CRM
Feb 2019 – Confirm Enrollment Campaign Kickoff

6. BEFORE
• Email to encourage confirmations from UCM
• Survey in Qualtrics
• Manual cancellation process
• Disconnected systems

7. Project Goals
ENCOURAGE STUDENTS TO
CONFIRM ENROLLMENT
KEEPING STUDENTS
ENGAGED IN THE DECISION
MAKING PROCESS
UNDERSTANDING THE
APPLICANT’S PERSPECTIVE
OF UA
COMPETITIVE
INTELLIGENCE
AUTOMATING THE
CANCELLATION PROCESS

8. Tools
• Custom Object
• FormAssembly
• Process Builder
• Salesforce Email Alerts
• Salesforce Tasks
• Salesforce Reports and Dashboard
• Informatica
• TargetX Email

9. Confirming your Enrollment
campaign
• Audience is high school seniors
and parents, who are admitted
but not confirmed enrollment
o I’m ready to confirm
o I’m still deciding
o I’ve made other plans

10. #TargetXSummit
I’m ready to confirm enrollment…

11. #TargetXSummit
I’m Still Deciding…

12. #TargetXSummit
I’ve made other plans

13. #TargetXSummit
… decided to attend other college

14. Considerations
• 3 Application Sources
• Application Decision done in SIS
• Limitations of TargetX
• Survey tool
• Email
• Limitations of Salesforce
• Reporting
• SIS export limitations

15. Stepping Stones
1. Creating SIS Exports
2. Application Data Import (Informatica)
3. Creating Custom Object
4. Creating Survey(s)
5. Creating Task Assignment in Process Builder
6. Creating Informatica Export Tasks
7. Implementing SIS Import Jobs
8. Building E-Mail templates
9. Sending E-Mail
10. Creating Reports and Dashboard

16. Application Data Import
SIS export CSV
Informatica import
Data validation

17. Creating the Custom
Object
Houses all survey data
Created a Lookup Relationship
with Contact

18. Creating the Survey
Creating rating questions
Presentation: Grid with radio
buttons
Pre-population of name and
contact information
Counselor to Contact – formula

19. Building Email Templates
Buttons vs. Tables
Building text only

20. Reports and Dashboard
Limitation of 3 Objects
Summary Fields
Bucket Field
Filters – global filters on the
dashboards

21. #TargetXSummit
Achievements
● Increased student engagement
● Automation of cancellation process
● Identifying shortfalls
● Competitive intelligence
● Greater understanding of CRM and surrounding tools
● Building leadership’s trust in CRM

22. Questions?

23. #TargetXSummit
Introduction
Manoj Muthireddy
Sr. Business Systems Analyst
mm308@uakron.edu
+1 330-972-5980
Robert (Bob) Bird
Communication & Data Lead
rwb9@uakron.edu
+1 330-972-6638