Student Onboarding With Salesforce Marketing Cloud

Picture of Ralph Jacinto

Ralph Jacinto

Salesforce Marketing Cloud Consultant

Estimated reading time

5 minutes

Topics Covered

SFMC for Student Onboarding | Automations | SFMC Analytics and Reporting | Student Recruitment | Student Onboarding

Keywords

Salesforce Marketing Cloud | Institutions | Student recruitment | Digital marketing for education | Student Onboarding | Automation in recruitment

Relevant For

University admissions teams | Higher education marketing professionals | Student recruitment officers | Education administrators | Marketing automation specialists | Private and public school administrators | School directors

Part 2: Student Onboarding with Salesforce Marketing Cloud

(Missed Part 1? Check it out here)

Still using generic, one-size-fits-all communication?

While these methods may have sufficed in the past, today’s students expect a more personalized, meaningful experience from day one. As mentioned in the first part of this series, they want to feel seen and valued the moment they commit to a college. That’s why nailing the onboarding process is critical. Effective onboarding is key to ensuring that new students feel connected and supported as they begin their academic journey.

It’s the first step in shaping their college journey, and how well you handle it can make or break their satisfaction, retention, and success. So, let’s talk about how Salesforce Marketing Cloud (SFMC) offers an innovative solution to revolutionize student onboarding campaigns, to engage, inform, and support students from day one.

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Automation: Working Smarter, Not Harder

Managing onboarding for hundreds or even thousands of students manually? No thank you. That’s where SFMC steps in, letting automation take the wheel. The onboarding process often involves numerous touchpoints, from sending welcome communications, sending reminders about important deadlines, distributing orientation materials —the list goes on. With SFMC, you can streamline all of it. Giving every student the same high-quality experience without overwhelming your staff.

One example is, as soon as a student confirms their enrollment, an automated series of personalized welcome emails can be triggered, guiding them through the next steps. Using personalized emails makes them comfortable and valued from the start. These emails don’t just say “Congrats, you’re in!”, these emails can include links to register for classes, information about clubs and other school programs, and invitations to join virtual meet-and-greet events with future classmates, if necessary.            

Automation isn’t just efficient; it’s also consistent! You can even set up triggered communications based on specific actions or timelines. For example, once a student submits an enrollment deposit and your system confirms it, a series of automated emails can be triggered to guide them through the next steps.

By maximizing automation capabilities in SFMC, onboarding becomes a breeze–efficient and consistent every step of the way!

Data-Driven Decision Making

In today’s data driven world, the ability to make informed decisions is crucial for optimizing any process, and student onboarding is no exception. SFMC has powerful analytic tools that can track and analyze student engagement throughout the onboarding process across different channels. You can track metrics like open rates, click-through rates, and conversion rates to see what’s working and what isn’t, and make adjustments in real-time to optimize your efforts. By monitoring how students interact with onboarding process and content, such as which emails are opened, which links are clicked, and how often students visit onboarding portals, gain valuable insights into what works and what doesn’t. Having this data allows you to adjust messaging, improve content delivery, and ensure that onboarding efforts are as effective as possible. 

If for example certain segments of students are consistently missing important deadlines, you can implement additional reminders or adjust the timing of their communications. Easy, right? If data shows that students are not engaging with certain types of content, you can adjust your strategy to incorporate more effective methods, such as video tutorials or interactive FAQs. With data, you can identify patterns, address potential issues, and continuously improve the onboarding process. It’s all about being adaptive—streamlining your process with data, and powering it by focusing on the right targets.

Embracing the possibilities of your Future Student Recruitment

The integration of Salesforce Marketing Cloud into the student recruitment and onboarding process is not just about enhancing current practices, it’s about embracing the future of student engagement. With SFMC, the personalized attention students receive during recruitment carries over seamlessly into their onboarding experience. It’s a smooth, connected journey from prospect to enrolled student, ensuring they feel supported every step of the way.

But it doesn’t stop there. The insights gained from SFMC’s analytics during the onboarding process can inform and enhance future recruitment strategies, creating a feedback loop that continuously improves both recruitment and onboarding efforts. By analyzing behavior and engagement, you can refine future campaigns, making them more targeted and effective. 

As students increasingly seek out institutions that offer not just academic excellence but also a supportive and welcoming environment, a well-executed onboarding campaign helps them feel confident, supported, valued, and connected as they begin their new chapter in life.

That’s the edge SFMC gives you. So the next question is…

All aboard the SFMC Onboarding train?

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Mint Consulting Australia Pty Ltd (ABN: 13 629 524 572) is a Sydney-based CRM and Salesforce Managed Services consultancy specializing in implementations, integrations, and business strategy, supported by a skilled local team of consultants, solution architects, and developers.