INTERACTIVE AND PERSONALIZED TEXT MESSAGING PLATFORM

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1 INTERACTIVE AND PERSONALIZED TEXT MESSAGING PLATFORM

2 THE SIGNAL VINE PLATFORM Signal Vine combines data and messaging to enable highly personalized, timely, and meaningful messages to drive specific behaviors, activities, and outcomes. Enterprise System Message students across the entire institution through flexible and customizable groups. Hybrid Messaging Scale personalized text messaging with data-driven automation, then interact on-onone. Data Integration Connect to any of your existing data systems to power the timing and content of your messages. Proactive Approach Design message programs to reach students at the right time with the right information.

3 ELIMINATE ENTERPRISE CHAOS

4 EMPOWER THE ENTERPRISE

5 WHY US? Value of Outcomes Simple 2-Way Functionality Scalability CRM Messaging CRM Messaging 1- Way Experience Support

6 HOW IT WORKS CREATING A TEXTING PROGRAM

7 IDENTIFY STUDENTS TO IMPORT FIRST_NAME COUNSELOR Sara Dave EVENT_RSVP EVENT_DATE EVENT_WEBSITE ENROLL_DEPOSIT event FAFSA_FILED DECISION_PLAN INTENDED_COLLEGE INTENDED_MAJOR Regular Decision School of Business Accounting

8 USE STUDENT DATA TO PERSONALIZE TEXTS Student data determines the who, what, and when of texts FIRST NAME ADVISOR Sara Dave DEADLINE APPOINTMENT WEBSITE REGISTERED MAJOR COLLEGE appointment GPA 2.8 Engineering School of Engineering Hi [First Name], this is [Advisor]. Have you made an appointment yet to discuss registration for fall semester? Make sure you do this by [Deadline]. Sign up here! [Appointment Website] Hi Sara, this is Dave. Have you made an appointment yet to discuss registration for fall semester? Make sure you do this by 3/1/17. Sign up here! appointment Import and sort student information into unlimited, customizable data fields

9 ADD A PROGRAM OF MESSAGES # Date Filter Message Take Action? 1 Aug 11 Intended Major = Engineering 2 Aug 29 Year=All Hi [First_Name], did you know that there are scholarships for Engineering students? Check them out on the School of Engineering website! Hi [First_Name}, FAFSA for is open - go to fafsa.ed.gov/ to complete it. Text me back if you have questions! No No 3 Sep 4 Incomplete RSVP Hi [First_Name], this is [Counselor]. Have you signed up yet for the [Intended_College] information session? Yes 4 Sep 30 Decision Plan=Regular Decision 5 Oct 9 Campus visit=no [First_Name], have you visited campus yet? Reply yes/no [First_Name] if you are unable to visit campus, check out our virtual tour guide here! bit.ly/xxx Yes No 6 Oct 15 Year = Sophomore, Junior, Senior Living on campus? Housing opens tomorrow at 12! Make sure to log into your portal with your SID. No 7 Oct 28 Complete Application 8 Nov 7 Incomplete Application 9 Nov 27 Application = Intended Are you are interested in connecting with a [Intended_Major] student?, text me back and I can connect you! Hi There! We noticed you haven t finished your application yet. There is still time. Are you still planning on applying? Reply yes/no Just checking in! Text me if you have any questions about the application requirements. I am happy to help. Yes No 10 Dec 15 Complete Application Thank for applying to [College_Name]! We wish you the best of luck! No

10 MESSAGES ARE AUTOMATICALLY SCHEDULED Hi [First Name], this is [Advisor]. Have you made an appointment yet to discuss registration for fall semester? Make sure you do this by [Deadline]. Sign up here! [Appointment Website] Send out important information around key dates and deadlines for relevant and well-timed messages

11 INITIATE INTERACTIVE, TWO-WAY CONVERSATIONS Hi Sara, this is Dave. Have you made an appointment yet to discuss registration for fall semester? Dave Smith No not yet Sara Johnson Platform View Make sure you do this by 3/1/17. Sign up here! appointment Thanks! I just made my appointment Sara Johnson Dave Smith Student Phone View All message history is securely logged, and phone numbers are kept private

12 MANAGE STUDENT RESPONSES IN A MULTI-USER INBOX Student replies are routed to the appropriate web-based inbox, allowing advisors to read students messages just like checking

13 CAPTURE PROGRAM METRICS IN A DASHBOARD Analyze and report on student engagement, message response rates, and advisor involvement

14 PLATFORM FEATURES Privacy and Security All phone numbers are kept private. Message history is logged and can be exported. Group Management Advisors and departments can manage students in groups based on their attributes. Advanced Search Filter participants using the variables in their profiles (e.g. school, FAFSA status, major, etc). Dashboard Measure engagement, capture data, and report outcomes.

15 MESSAGING FEATURES Parent and Mentor Messaging Text parents, family members, and mentors. Their data is tied to their student s data. Message Branching Student responses can trigger automatic pre-programmed followups. Ad Hoc Messaging Advisors and staff can reply on the fly to individual messages. The platform is easily accessible from mobile devices. Multi-Language Support Participants can request texts in any language. The system automatically switches to translations provided by your team.

16 MOBILE APP

17 TEXT FOR SUCCESS MEASURING STUDENT OUTCOMES & ROI

18 TEXTING WORKS 90%+ of students text every day 97% of text messages are read SIGNAL VINE WORKS 70-90% of students engage Message response rates average 10-60%

19 CUSTOMER SUCCESS COLLEGE ACCESS ADMISSIONS 11% INCREASE IN MATRICULATION 4-10X INCREASE IN ADVISOR CAPACITY Students report that text message nudges make the tasks to enrollment less overwhelming

20 CUSTOMER SUCCESS FINANCIAL AID SCHOLARSHIPS 20% INCREASE IN PERSISTENCE 20% DECLINE IN LOAN BORROWING Text messaging into the freshman year of college doubles the rate at which students seek help with FAFSA renewal

21 CUSTOMER SUCCESS ADVISING STUDENT AFFAIRS 19% INCREASE IN APPOINTMENTS KEPT 85% SAY TEXTS PROMPT TASK COMPLETION Students ask questions via text that they normally wouldn t ask in person or in an

22 ADDITIONAL RESOURCES RESEARCH USING SIGNAL VINE Barr, A., Bird, K., & Castleman, B.L. (2016). Prompting Active Choice Among High-Risk Borrowers: Evidence from a Student Loan Counseling Experiment Castleman, B.L., & Page, L.C. (2014). Freshman Year Financial Aid Nudges: An Experiment to Increase FAFSA Renewal and College Persistence uaspire (2014). Texting Interventions that Increase Student Success Castleman, B.L., & Page, L.C. (2014). Summer Nudging: Can Personalized Text Messages and Peer Mentor Outreach Increase College Going Among Low-Income High School Graduates?

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