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Managing Admission Events with Salesforce Campaigns
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MANAGING ADMISSION EVENTS WITH SALESFORCE CAMPAIGNS

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Education
May. 12, 2017
753 views

Presentation from Salesforce.org Higher Ed Summit 2017 by:
Chris Tompkins of Indiana University

The ability to manage admissions-based events is a critical component to
successfully using a CRM platform for University recruitment. In this session,
the University of Miami and Indiana University will present each of their
designs and why they have chosen to utilize the Salesforce Campaign as the
center of an end-to-end event management solution. Both designs include
mechanisms for event participants to register online for individual events,
track the information about both the events and each participant, and provide
automated communications related to each event occurrence. Both solution designs
will be explained and provide real admissions-based examples that illustrate how
Salesforce can be effectively utilized for managing events with both an
admissions focus and at an enterprise scale.


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Salesforce.org
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License: CC Attribution-NonCommercial-ShareAlike License


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 * Hartika Aggarwal , Student at Banasthali Vidyapith at TERI University
   
   4 years ago

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Sally (2 minutes)

Chris Tompkins is the Manager of the Lifetime Engagement Initiative at Indiana
University working with the enterprise CRM since fall of 2013. He has been
responsible for managing the implementation and sustainability of the enterprise
CRM platform and related components across the Institution’s eight campuses.
Prior to this position, Chris managed the enterprise Electronic Research
Administration Program at Purdue University for ten years.

Florence is an IT Manager at the University of Miami and has been working in
higher education for 15 years. She leads the Salesforce enterprise strategy for
prospective student engagement to improve the recruitment experience at the
University. Her team works to engage undergraduate and graduate students in more
than 180 majors and programs in 11 schools and colleges. Florence and her team
rolled out Lightning Experience and positioned the University to be the first to
go-live on the Higher Education Data Architecture (HEDA). The enterprise
implementation included Sales Cloud, Marketing Cloud (Exact Target), and a
custom event registration solution. Florence developed and initiated her
department’s Cloud Platform Internship program, which provides real-world
experience through multi-level administrator and developer tracks. These interns
provide production support and develop enhancements for the University’s
Salesforce implementation. Prior to joining IT, she was associate director of
marketing for the Division of Continuing and International Education, where she
led the first deployment of Salesforce at the University of Miami in 2008. She
is a Salesforce.com certified administrator and developer.

Abstract:The ability to manage admissions-based events is a critical component
to successfully using a CRM platform for University recruitment. In this
session, the University of Miami and Indiana University will present each of
their designs and why they have chosen to utilize the Salesforce Campaign as the
center of an end-to-end event management solution. Both designs include
mechanisms for event participants to register online for individual events,
track the information about both the events and each participant, and provide
automated communications related to each event occurrence. Both solution designs
will be explained and provide real admissions-based examples that illustrate how
Salesforce can be effectively utilized for managing events with both an
admissions focus and at an enterprise scale. Sally(1 minute)

Key Takeaway:We are a publicly traded company.  Please make your buying
decisions only on the products commercially available from Salesforce.

Talk Track:
Before I begin, just a quick note that when considering future developments,
whether by us or with any other solution provider, you should always base your
purchasing decisions on what is currently available. Chris (2 minutes) Florence
(2 minutes)
Chris/Florence (5 minutes)

Both designs include:
mechanisms for event participants to register online for individual events
track the information about both the events and each participant
provide automated communications related to each event occurrence. 

Both solution designs will be explained and provide real admissions-based
examples that illustrate how Salesforce can be effectively utilized for managing
events with both an admissions focus and at an enterprise scale. 
Chris(10 minutes) Florence(10 minutes)  Chris/Florence(9 minutes)

Give Sally sample questions
What types of reporting can you do?
What does the next phase of event registration look like for you?
Lessons learned
Who implemented the solution for you?


MANAGING ADMISSION EVENTS WITH SALESFORCE CAMPAIGNS

 1.  1. Managing Admission Events with Salesforce Campaigns Chris Tompkins,
     Indiana University Florence Parodi, University of Miami
 2.  2. Forward-Looking Statements Statement under the Private Securities
     Litigation Reform Act of 1995: This presentation may contain
     forward-looking statements that involve risks, uncertainties, and
     assumptions. If any such uncertainties materialize or if any of the
     assumptions proves incorrect, the results of salesforce.com, inc. could
     differ materially from the results expressed or implied by the
     forward-looking statements we make. All statements other than statements of
     historical fact could be deemed forward-looking, including any projections
     of product or service availability, subscriber growth, earnings, revenues,
     or other financial items and any statements regarding strategies or plans
     of management for future operations, statements of belief, any statements
     concerning new, planned, or upgraded services or technology developments
     and customer contracts or use of our services. The risks and uncertainties
     referred to above include – but are not limited to – risks associated with
     developing and delivering new functionality for our service, new products
     and services, our new business model, our past operating losses, possible
     fluctuations in our operating results and rate of growth, interruptions or
     delays in our Web hosting, breach of our security measures, the outcome of
     any litigation, risks associated with completed and any possible mergers
     and acquisitions, the immature market in which we operate, our relatively
     limited operating history, our ability to expand, retain, and motivate our
     employees and manage our growth, new releases of our service and successful
     customer deployment, our limited history reselling non-salesforce.com
     products, and utilization and selling to larger enterprise customers.
     Further information on potential factors that could affect the financial
     results of salesforce.com, inc. is included in our annual report on Form
     10-K for the most recent fiscal year and in our quarterly report on Form
     10-Q for the most recent fiscal quarter. These documents and others
     containing important disclosures are available on the SEC Filings section
     of the Investor Information section of our Web site. Any unreleased
     services or features referenced in this or other presentations, press
     releases or public statements are not currently available and may not be
     delivered on time or at all. Customers who purchase our services should
     make the purchase decisions based upon features that are currently
     available. Salesforce.com, inc. assumes no obligation and does not intend
     to update these forward-looking statements.
 3.  3. About Indiana University Organization Constituents / Areas of Adoption
     Products Indiana University 2 Main Campuses and 6 Regional Campuses Approx
     115,000 combined undergraduate and graduate students Centralized University
     IT Services Distributed admissions processes Not Enterprise with Enterprise
     design All constituent populations excluding Alumni
     (student/staff/faculty/external) Currently four user populations
     (Undergraduate Recruiting, Graduate Recruiting, Human Resources) 300 Users,
     150 Business Units Salesforce Service Cloud Salesforce Marketing Cloud
     Marketing Cloud Connect Jitterbit DemandTools People Import FormAssembly
     Conga
 4.  4. About University of Miami Organization Constituents Areas of Adoption
     Products University of Miami Private research university with more than
     16,000 students from around the world 11 schools and colleges serving
     undergraduate and graduate students in more than 180 majors and programs
     Undergraduate and Graduate Student Recruitment • 180 Sales Cloud users • 50
     Marketing Cloud users Current Employees and Students • 25,000 Customer
     Community users Salesforce Sales Cloud Higher Education Data Architecture
     (HEDA) Salesforce Marketing Cloud Marketing Cloud Connect Jitterbit Dell
     Boomi DemandTools
 5.  5. Scope and Requirements Occurrences Event Naming Start/End Date and Time
     Capacity Management Event Status Event Analytics Recurring & Sub-events
     Participants Register online for individual events Record registration and
     attendance by participant per event Record specific data for each
     participant per event Communication Invitation Registration Confirmation
     Registration Cancelation Reminder prior to the event Thank you after the
     event Common theme: flexible, non-technical, admissions focus & enterprise
     scale
 6.  6. Indiana University Demo Event Registration Form Campaign Campaign Member
     Event Communications Attendance Form
 7.  7. Event Registration Form
 8.  8. Event Campaign
 9.  9. Campaign Member
 10. 10. Event Communications
 11. 11. Event Attendance
 12. 12. University of Miami Demo Event Registration Form Campaign Campaign
     Member Interactions Event Communication Attendance
 13. 13. Event Registration Form
 14. 14. Campaign
 15. 15. Campaign Member
 16. 16. Interactions
 17. 17. Event Communication
 18. 18. Attendance
 19. 19. Questions & Answers Q & A


RECOMMENDED

 * Visualize Your Student Application in VisualForce
   Salesforce.org
 * Introduction to the Higher Education Advisory Council 2020
   Salesforce.org
 * Amelia at Georgetown University
   Salesforce.org
 * Amelia at Georgetown University
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 * Amelia at Georgetown University
   Salesforce.org
 * Amelia at Georgetown University
   Salesforce.org
 * Amelia at Georgetown University
   Salesforce.org
 * Amelia at Georgetown University
   Salesforce.org
 * Amelia at Georgetown University
   Salesforce.org
 * Amelia at Georgetown University
   Salesforce.org

 * NEVENSUBOTIC
   
   Sep. 4, 2019

 * HARTIKAAGGARWAL
   
   Sep. 24, 2017

Presentation from Salesforce.org Higher Ed Summit 2017 by: Chris Tompkins of
Indiana University The ability to manage admissions-based events is a critical
component to successfully using a CRM platform for University recruitment. In
this session, the University of Miami and Indiana University will present each
of their designs and why they have chosen to utilize the Salesforce Campaign as
the center of an end-to-end event management solution. Both designs include
mechanisms for event participants to register online for individual events,
track the information about both the events and each participant, and provide
automated communications related to each event occurrence. Both solution designs
will be explained and provide real admissions-based examples that illustrate how
Salesforce can be effectively utilized for managing events with both an
admissions focus and at an enterprise scale.

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