This session demonstrates the exciting capabilities of HEM's Mautic CRM and Marketing Automation solutions and customized Application Portal, which are tailored specifically for the needs of the education sector.

1. How HEM’s
CRM & Marketing Automation
Can Help
Language School Recruitment

2. Today’s Presentation
• The Challenges Facing Language Schools Today
• An Overview of HEM’s Solutions
• Scenario #1: Student Inquiry to Booking
• Scenario #2: Online Booking/Application
• Scenario #3: Measuring the ROI of Your Recruitment

3. The New Recruitment Pipeline
Language schools attract inquiries and bookings
from a more diverse range of sources than ever before:
This leads to an increased workload, more follow-up tasks, and
organizational challenges

4. Adapting to the Digital Marketing Place
Language schools also
face increased
competition, and
need to be active
across all digital
channels to maintain
presence and visibility.

5. Creating a Modern Booking Experience
Language Schools need to provide the
same standard of service as other online businesses.

6. What is a CRM?
Customer Relationship Management
software offers a range of applications
to help you manage your interactions
and relationships with contacts: leads,
students, agents, alumni, etc.

7. What is Marketing Automation?
Marketing Automation
tools allow you to automate
processes and campaigns
across multiple channels.

8. HEM’s Application Portal
An Application Portal allows
- students to price classes online,
- students to apply online,
- agents apply for their students,
- tracking of all these activities.

9. Stages in the Admissions Process
Mautic uses a staged approach to classify contacts
throughout the student recruitment journey.

10. Automated Lead Assignment
3. If the initial email is read, we are
updating the stage automatically
which tells us this new lead is
engaged.
1. Assigning new leads to admissions
member using a round robin approach.
2. We are sending an email automatically
based on a selected program.

11. Lead Scoring to Prioritize Follow-up

12. Three Scenarios
Let’s look at 3 scenarios of situations that are
common for language schools:
Student
Inquiry
Return on
Investment
Online
Booking/
Application

13. Scenario #1: New Inquiry
A new contact is created in Mautic
when the landing page or any form is
completed.

14. Contact Details Imported into the CRM
Admissions Stage is
automatically assigned.
Users can edit
fields manually.

15. Autoresponder Email is Sent
Send
autoresponder
emails
to new leads
automatically.

16. Marketing Automation Activity is Logged

17. Stage Updated Automatically

18. Use Lead Scoring to Segment Your Leads
Assign lead scores
based on user
actions

19. Use Mautic to Place and Log Calls
Click to call and recording can be enabled.

20. Use Mautic to Send SMS/Text Messages
Send and receive SMS directly from your CRM system

21. View all Your Contacts by Stage

22. Example of a New Lead Follow-up Process
This example is a very aggressive one

23. Scenario #2: Online Bookings/Applications

24. Add accommodation
and travel transfer
options to give
students an all-
inclusive price.
Students can choose
to proceed to booking
or have their quote
emailed.
Personalized Quote Breakdown

25. Free Quote & Booking Settings

26. Customize Your Offering
Choose the travel
or transfer options
you want to include
Add options based
on your program

27. Multiple Free Quotes
Create a New Free
Quote Any Time

28. Track your Quotes and Booking Pages

29. Student Perspective

30. Student Account Creation
Student front pages can be customized
with your school’s branding
Students/Parents
create a single
user account for all
applications or
bookings

31. Step-by-Step Online Application Process
Include as many steps and
form fields as necessary
User can abandon mid-
application and save progress

32. Selecting Courses and Programs
Allow for multiple programs, courses, and session
options in a single form

33. Include Personal Information

34. Document Uploads
Documents can be uploaded via
an easy drag & drop system
Application
Portal
supports all
common file
types
.pdf
.doc
.jpg

35. Payment Gateway Integration
The portal supports a number of popular payment gateways:

36. Track Payment Status of Applications

37. Completed Applications Enter into Mautic
The portal can also be
integrated with other
popular CRMs using
Webhooks.

38. Each of your agents and agencies can be
registered in the Application Portal
Individual
agent
Agency
Agents Log in to the Portal

39. Agents Can Create Accounts for Students

40. Agents can add multiple students.
Agents Manage Multiple Students

41. All agent applications can be saved on the system
and completed later.
Agents Can Complete Student Applications

42. Agents are Stored in Mautic

43. Completed applications are classified by agent and agency in Mautic.
Monitor Agent Applications in Mautic

44. Scenario #3: Measuring Your Return On Investment

45. You can filter by
campus,
program,
admissions
counselor, etc.
Communications Used Most

46. Reports can also be segmented by
program, location, and language.
View Admissions Pipeline by Stage

47. Google and Facebook Ads Tracking

48. Admissions Activity Report

49. Speed to Lead Report

50. Report on Students Referred by Agencies

51. Conclusions
• Mautic CRM and marketing automation can help you better scale and
manage your follow-up activities.
• HEM’s application portal provides a simpler, more cohesive booking
experience for students, parents, and agents.
• Mautic and the Application Portal can help you better manage your
relationships with agents.
• All Mautic and Application Portal Activities are reportable to help you
measure the ROI of your student recruitment activities.

52. Schedule a Personal Demo

53. Scott Cross
Tel: 514-312-3968 ext:117
scross@higher-education-marketing.com
www.higher-education-marketing.com
@sctweetr
Linkedin.com/in/scottcrossconnect
I’m easy to reach!