2. COOPER FELLOWS
Director of Business Architecture
Solutions & Web Development,
Champlain College
NICK FORYSINSKI
Lead Software Developer,
Mongoose
Introductions
3. Agenda
● Legalities of Texting
● The Challenges
● Strategies and Solutions
● Texting Best Practices
● Results
● Q & A Session
● Additional Resources
5. TCPA ETIQUETTE
Should I text?
...maybe!
Consider:
> consent
> opt-in language
> opt-out opportunities
vs
Can I text?
...yes!
TCPA rulings grant rights to
non-profit organizations to text or
call without gaining explicit
consent.
20. #TargetXSummit
❏ Am I limited in the number of fields that can describe an individual?
❏ How often can fields be updated?
❏ How are fields updated?
❏ Manually?
❏ Automatic?
❏ One-way or two-way integration?
❏ Can these fields be used inside of text messages as merge fields?
Tip: Keep the entire funnel in mind when identifying potential data points.
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2. Gather Your Data
24. #TargetXSummit
❏ Use data to select your audiences and to work into messages
❏ Review prior message campaigns to understand which ones are most effective
Hi James - it looks like you haven’t registered
for Summer 2019 classes yet. The deadline is
June 1. Do you have any questions?
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5. Utilize Existing Knowledge
26. #TargetXSummit
❏ Build a training plan to
empower your team
❏ Involve staff early on in
the planning
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6. Empowered Staff
27. #TargetXSummit
❏ Create “hands off”
automated messages
❏ Create opportunities for 1:1
messaging
Hi James - just a reminder that Alumni
Weekend is October 4-5. You can register
online here: <Event URL>
Hi James - thanks for registering for
Alumni Weekend! Other graduates from
your program are signed up, too. Are you
planning on joining the networking session
Saturday at 10 a.m.?
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7. Consistent Product Usage
28. Rocky Smooth
Transitions
Strategies & Solutions
Hi James, it has been a joy to work
with you as you made your college
decision! We’re thrilled you’re
enrolling at MU! As you prepare for
your first semester, your advisor,
Sarah, will be a valuable resource
and your main contact moving
forward. You can reach her at
(716) 123-4567. I wish you all the
best!
30. General tips
● Identify yourself
● Address students directly
● Strike the right tone
● Be concise
● Include a call-to-action
● Have fun – show your excitement!
● Be ready to respond
Texting Best Practices
31. Hi Ashley, this is Amanda from
the Financial Aid office. Deadline
to submit FA forms is this Friday.
Do you need any assistance?
ATTENTION STUDENTS:
Financial Aid forms are due
TODAY! Reply STOP to end.
Avoid robotic
language
BE HUMAN
Texting Best Practices
32. CREATE A POLICY
IDENTIFY PROJECT
LEADERS
MEASURE AND
SHARE RESULTS
CREATE CAMPAIGNS
AND TEMPLATES
IDENTIFY
OBJECTIVES
Texting Best Practices