Take Control of Your Financial Aid Offers

Month: August 2024

Macrae RobertsonBy Macrae RobertsonAugust 13, 2024

Breaking News: FAFSA made the 2024 admissions cycle one of the most challenging yet. Just kidding — we’ve all been weathering this same storm and its nonstop headlines since before New Year’s Day. We spent the spring wishing we’d had more warning, more control, faster systems, and clearer information to provide families. Promises have been made for smoother seas next year, but if we learned anything from the ’24 yield season, it’s to expect the unexpected and try to handle what we can, the best we can.

That said, there is something we can take back control over, and that’s communicating financial aid offers. Though launching the actual FAFSA form and having the IT infrastructure to package offers are out of the hands of most enrollment officers, there is one thing we can do to continuously get students and their families an aid offer faster: send it digitally first.

Sending financial aid offers to the inbox in addition to the mailbox is:

1: FASTER

Imagine pressing send on an email campaign the day all packages have been tested, reviewed, merged, and approved. No more waiting to get the first call to the financial aid office to know they’ve started arriving in mailboxes. Sending digitally gets aid offers to students weeks faster than mailing.

2: INFORMATIVE

Sending digitally gives you analytics that mail never could. At any given moment, you can know exactly who has downloaded their aid package and who has yet to take this important step.

3: ACTIONABLE

Tailor your admissions and financial aid representatives’ time using segmentation. Based on where you are in the cycle, your goals related to the financial aid offer probably shift. Early on, you might consider personal outreach to those who have yet to download their aid package, in hopes of making sure they know what is available. As the deadline nears, it may be better to focus on those who have already downloaded their package, or those who have accessed it multiple times, as they are likely still considering enrolling at your school.

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4: ACCESSIBLE

As those same staff are reaching out, they have complete access to the same material the student received. Conversations are significantly easier when your staff can reference certain pages, lines, etc., when discussing details of an offer. No more referencing charts in SIS systems and hoping to translate them correctly.

Some schools have even chosen to send only digital offers, which can save thousands of dollars in print and postage costs. However, in a world where high school families are inundated with digital outreach, they are showing an increased affinity for mailed information. In fact, Spark451 hosts an annual college-bound survey for high school seniors and parents who just recently concluded their search process, and the results are clear: they want tangible materials now. While there may have been a moment where mail seemed antiquated, printed financial aid offers are likely here to stay.

You’re already creating an aid package for every student, so why not get it to them faster while simultaneously enabling your admissions team to have better, more informative, and actionable conversations with students? Why not send it digitally first?


If you’re interested in learning about Spark451’s personalized aid offers that leverage variable data, please reach out to us! Financial aid has always been a lynchpin of yield season, and while it may feel like yield just ended, it’s never too early to start planning for the next one — especially if you hope to have something new and ready to make a splash in the market. Spark451 is here to support you in making sure your team is set up for success.


Make the most of slate cycle prep

Make the Most of Slate Cycle Prep

Month: August 2024

It’s summer and you’re between admissions cycles. Go beyond updating your Slate period and round structure. Start here to get a clear picture of where your team stands. 🏁

Person running towards the finish line

What Is Cycle Prep?

In short, cycle prep is the annual process of making updates to your Slate instance before the next admissions cycle begins. Ideally, between admissions cycles your team experiences a rare occurrence: some flexibility and time. It is imperative to use this opportunity to evaluate your current processes, fix issues, and craft a road map for the cycle ahead. In that road map, you’ll want to include refinements and enhancements to your current Slate processes.

Who Is Involved?

Everyone on your team should be involved in cycle prep. This way, you’ll gain unique perspectives and uncover specific pain points in your Slate processes. Teams can include:

Planners and Strategists
Include your Slate Captain and members of your Operations and Marketing teams. This group will make intentional and strategic decisions, and drive the outcome of your cycle prep.

Stress Testers
Leverage your student workers, counselors, tour guides, admissions representatives, and coaches. They use Slate regularly and will have great ideas on how to improve your Slate configuration. (Seek some Gen Z input here!)

User Experience Tenants
Think of students and parents as stakeholders, too. Their impressions of your Slate environment are key to your success. What changes can you make that will drive value for them?

What Should Your Timeline Look Like?

Cycle prep typically runs summer to early fall. However, your exact timing will vary based on your institution’s unique needs and processes. When planning your cycle prep schedule, weigh what changes are necessary for the upcoming admissions cycle against all wish list items you have in mind for your Slate instance. This will allow your team to focus on necessary updates and projects first, then aim for nonessential improvements as time permits.

Be sure to start small, as small steps will lead to big wins. Here’s a timeline we find helpful:

Number 1

Strategize and Prioritize

Make a wish list of all the components you want to see enhanced or built in your Slate environment. From there, estimate the difficulty and duration of each project. Then, prioritize what should be completed first.

number 2

Build and Update

Get started on updating existing components in your Slate environment. If your timeline permits, build out new functionality that will strategically improve your team’s processes.

number 3

Test and Refine

Test your updates and newly built components to maximize a flawless go-live date. Leverage your test environment, impersonate users, create sample records, and build example applications. Trial these changes and find gaps that need attention.

number 4

Go Live and Post-Project Review

Migrate your processes and celebrate your team’s successes. Before making the switch, be sure that all Slate users at your institution are aware of what’s happening ahead of the go-live date. Lastly, create a post-project review (PPR). Using that PPR, a road map for next year’s Cycle Prep is already underway. 🎉

What Should We Refine and Why?

Start with necessary updates that are crucial to your upcoming cycle. There’s a whole lot to consider, so our team has created a checklist to help you strategize:

Annual Slate Upkeep

Perform these tasks to get ready for the upcoming cycle.

Item Difficulty
Staff Assignment Rules Updates 🔥🔥🔥
Material & Checklist Items Audit 🔥🔥🔥🔥
Update Decision Letters & Codes 🔥🔥
Strategize Your Populations
How are you leveraging populations?
🔥🔥🔥
Batch Acquire Review 🔥🔥
Consolidate Records Review
Are the counts in these tools manageable?
🔥🔥🔥

Application Prep

Maintain a top-notch application.

Item Difficulty
Periods & Rounds Updates
Have you created them for the upcoming cycle?
🔥
Application Forms Updates 🔥🔥🔥🔥
Streamline Application Questions
Only ask questions that you need answers to!
🔥🔥
Status Page Updates & Additions
Dynamic content and multi-tabs are 👌
🔥🔥🔥🔥
Application Logic Updates & Testing 🔥🔥🔥
Clear Bins 🔥🔥
Move Defers Forward 🔥
Withdraw Old Applications 🔥
Updates to Third-Party Applications
Common App, Coalition, CAS, etc.
🔥🔥🔥🔥
Reader Workflow Review
Do you like how your reader workflow is set up?
🔥🔥
Cycle Prep Status Page Review 🔥

Deliver

Enhance your communications.

Item Difficulty
Review Scheduled Campaigns 🔥🔥🔥
Email Template Updates
Test for mobile responsiveness.
🔥🔥
Recipient List Queries Updates
Are the right filters established?
🔥🔥
Liquid Markup & Custom Personalization 🔥🔥🔥

Data Hygiene

Crucial items for maintaining Queries, Reports, and overall database health.

Item Difficulty
Updated Configurable Joins Libraries 🔥🔥
Turn Over Scheduled Queries & Reports
What’s necessary for this cycle?
🔥🔥🔥🔥
Review Integrations 🔥🔥🔥🔥
Create Source Formats
Are there any new integrations you’d like to build?
🔥🔥
Update Source Formats
Refresh prompt values!
🔥🔥
Job Activity Monitor Audit 🔥🔥
Migration to Configurable Joins
How is your transition going?
🔥🔥🔥🔥

User Permissions

Confirm all Slate users are seeing what they need to see.

Item Difficulty
User Permissions Cleanup & Audit
Remove inactive accounts & confirm permission levels.
🔥
Staff Assignment Rules Updates 🔥🔥🔥
Impersonate New User Accounts
Confirm permissions function as intended.
🔥🔥

In-Depth Review

Identify next steps and mark them complete.

Item Difficulty
Organizations Dataset Updates 🔥🔥
Rules Health Audit
Any erroneous rules?
🔥🔥🔥
Compliance Dashboard Audit 🔥
Ping Implementation Review 🔥
Origin Sources Review
Remember these?
🔥🔥🔥🔥
Create New Event Templates 🔥🔥
Update Current Event Templates 🔥🔥

Proactive Measures

These additional steps will help you make big gains.

Item Difficulty
Activate Early Access Features 🔥🔥
Migrate to Workflows 🔥🔥🔥🔥
Update/Configure Slate.org Profile 🔥
Buy Deliver Credits 🔥
Hire Spark451 to Help 🙌

Be a Pro in the Game

We want to see you succeed! When you’re ready to take your Slate instance to the next level, reach out to the enrollment marketing and CRM pros at Spark451. Together we’ll make sure you’re getting the most out of this powerful CRM!

Interested in learning more about the different ways Spark451 can support your efforts in Slate? Check out our SparkAssist service, which offers customizable packages to fit your needs!