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Educational Institutions Configuration Overview - Academic Advising
Educational Institutions Configuration Overview - Academic Advising

Recommended platform setup for Academic Advisors

Updated over a year ago

Academic advisors need to be in contact with students in order to help them succeed. Having the ability to text students can streamline the communication between the advisor and students and help your advisors reach more students at once.

KEY INTERACTIONS to think about:

  • Initializing the conversation/welcoming the students to the texting line.

  • Scheduling appointments with students

  • Promote events with text or utilize MMS messaging to get students involved with on campus events.

  • Send surveys to students post advising to get feedback on advising service

  • Answer student questions

TEMPLATES to create to quickly answer FAQs:

  • Financial Aid Resources/Information

  • Scholarship Resources/Information

  • Deadline information

SEGMENTS to setup to help target your communication:

  • Study Abroad

  • Academic Probation

  • Undergraduate

  • Graduate

ZINGS to create to help automate your communication and processes:

  • Event promotion (career workshops, scholarships

  • Appointment reminders

  • Documentation requirements prior to appointments

Want to see a step by step walkthrough of this and other Educational use cases? We've got you covered, check out the video section of our knowledge base for our in depth video tutorials.

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