Training – R&Y Network

Event Planning & Training

Planning All visits, both in-person and virtual, are coordinated with the Office of Undergraduate Admissions (OUA) and centralized through our CRM, Slate. Visit planning occurs three times throughout the admissions cycle. Fall Visits For prospective undergraduate students June/July is when OUA reaches out to units to finalize plans Units are required to share all visit plans in our fall planning spreadsheet Spring Visits For prospective and admitted undergraduate students October/November is when OUA reaches out to units to finalize plans Units are required to share all visit plans in our spring planning spreadsheet Summer Visits For prospective undergraduate students March/April is when [...]

Doug Burgett2022-11-10T09:13:04-06:00Training, Visits|

Slate

What is Slate? Slate is a CRM (Customer Relationship Management) created by Technolutions. There are multiple instances of Slate on the University of Illinois Urbana-Champaign campus, including one for undergraduate admissions. What is Slate used for? Slate allows us to have a centralized record for each "customer," which in the case of undergraduate admissions means prospective student. Through Slate we manage all our event and visit registration, we send all our email communications, we track interactions, we store useful student information, and more. Slate is the hub through which we collect and manage data, such as names and contact information. If [...]

Bethan Owen2022-03-10T13:35:50-06:00Training|

How-Tos

CommunicationsHow to Create a Communications PlanHow to Define Your AudienceDataHow to Add a Mailing, Data or Report Request in BasecampEmailHow to Add an Email Request to BasecampHow to Add an Email to SlateEventsHow to Coordinate Your EventHow to Create a Slate EventHow to Create a Special Slate EventMajorsHow To Edit Major Information on the Admissions WebsiteTextingHow to Add a Text Message Request to BasecampHow to Send Text Messages from Slate

Bethan Owen2022-03-29T16:10:31-05:00Training|

Policies

Undergraduate recruitment and yield policies are created to ensure consistency and reduce risk. If you have questions, please contact us. Applicant Communication Policy College/Unit Marketing and Communication Plan Policy Data Request Policy Email Send Policy Program Explorer Edit Policy Text Messaging Policy

Doug Burgett2022-03-10T13:31:32-06:00Training|

Applicant Communication Policy

An applicant is defined as a student that has submitted an application but has not yet received a decision. Therefore an applicant audience includes students that will unfortunately be denied. Due to the sensitive nature of applicant communications, colleges and units are not allowed to communicate with applicants. The Office of Undergraduate Admissions manages an applicant communications plan to ensure students continue to receive touch points from Illinois while awaiting a decision.

Doug Burgett2022-03-04T09:08:17-06:00Training|

2021 Cycle Updates

Doug Burgett2022-03-04T09:29:14-06:00Training|

How to Add a Text Message Request to Basecamp

In Basecamp, go to the project called “Communications | Your College.” In the To-Do List, name the to-do to match the subject of your text. Add your OUA Contact Person to the Assigned to section. Add the date you want the text to be sent in the Due on section. Be sure to select A specific day (“Runs for multiple days” doesn’t show up on our assignment list, which may cause delays in processing). We recommend adding all text requests to Basecamp three weeks before the send date. We require a lead time of five days for text processing. Your OUA Contact Person should alert the [...]

Chris Axtman-Barker2022-03-10T12:56:27-06:00Training|

How to Send Text Messages from Slate

Before any texts can be sent, your unit must set up a phone number, have a Slate inbox, and communicated who will be responding to reply texts and for how long. See texting policies for more details. Making your text Login to Slate. Navigate to the deliver icon at the top menu bar (the megaphone). Select the "New Mailing" button at the top left. Next, you will see the New Mailing screen. Enter a name for your text, choose the relevant folder, sub folder, and realm your text should be in (College folder, FAA subfolder, and FAA realm in this [...]

Chris Axtman-Barker2022-03-10T12:56:10-06:00Training|

How to Create a Communications Plan

It is important to make a communication plan. Having all of your messages in one place, with brief descriptions, timelines, and send dates will make planning for the rest of the cycle much easier. These plans will also help you evaluate your message holistically, focus your messaging, and target the right audiences. Think about your audience. What are their needs? What do you need to tell them in order for them to be successful? You can always refer to the suggested key messages for colleges and academic units: unique academics, post-graduate success and rankings, and differentiating experiences. Remember, messaging from OUA [...]

Chris Axtman-Barker2022-03-10T12:54:29-06:00Training|

How to Add a Mailing, Data or Report Request in Basecamp

In Basecamp, go to the project called "Communications | Your College." In the To-Do List, name the to-do to briefly describe your report request. Add your OUA Contact Person to the Assigned to section. Add the date you want the mailing to be sent to you or report to be received in the Due on section. Be sure to select A specific day ("Runs for multiple days" doesn't show up on our assignment list, which may cause delays in processing your request). We recommend adding all data requests to Basecamp two weeks before the due date. We require a lead time of five days for [...]

Chris Axtman-Barker2022-03-10T12:53:53-06:00Training|