Feature Tips and Tricks
Feature Tips and Tricks
Learn more about Search features and how to leverage them as part of your student search strategy.
Video
Search & Connections: Partnering for Success
This Webinar completes our Summer Webinar Series: Search & Connections. Hear updates for the 2023-24 Search cycle and watch Connections come to life with live demos from the student and higher ed experience.
- 50:02
Video
Search and Connections: Access and Inclusion
In this webinar we discuss tools to reach the students you're looking for with a focus on accessed-based recruitment and outreach. Watch to learn more about Search updates, AP recruitment, engaging National Recognition Program awardees', and the messaging function in Connections.
- 56:57
Video
Enrollment Planning Service (EPS): Informing Your Travel Strategy
Watch to learn more about how to effectively utilize Enrollment Planning Service (EPS), College Board Search’s analysis and reporting tool that provides insight on the students and high schools you’ll engage with during the upcoming recruitment cycle.
- 42:52
Video
Search and Connections: Communication and Segmentation Opening Session
Watch to learn more about Search cycle updates and take a closer look at the student experience related to the Connections tool.
- 14:11
Video
Search Segmentation: Features, Output, and Order Sequencing Strategies
Watch to learn new ideas on how Search Features can help you send effective messages and review the data available in the Search output file for use in your CRM and comm flow.
- 13:44
Video
Search and Connections: What's New in Year 2
In this opening session we provide a high level overview on updates to Search, and our newest offering, Connections. To learn more about the referenced topics, we encourage you to watch the following recordings, Connections: Defining and Selecting an Audience and Landscape Context in Search.
- 07:39
Video
Landscape Context in Search
Learn how to sharpen your access-focused outreach and recruitment with the Landscape Context feature in Search included in all Access Plans beginning September 1, 2023.
- 11:34
Video
IMC/IMP: Strategizing for CB Search List Builders
Interest in My College and Interest in My Peers are simple tools with major impact because they connect you with students already engaged with your institution or your peers. Learn more on how incorporating them can elevate your Search strategy!
- 21:30
Video
The Future is Features: Designing Smarter Prospect Strategies with College Board Search
This webinar looks back at the features available in Search already and looks forward to new enhancements coming in 2023, including an exciting new feature to connect you directly with students taking in-school College Board assessments.
- 48:31
Video
Interest in My Peers: Building a Peer Group Step-by-Step
Learning Objectives: College lists, BigFuture and Search; logistics and rules for Interest in My Peers groups; interface demo of group creation; filtering by group and output file considerations
- 13:51
Video
Interest in My College: Best Practices & Standing Orders
Learning Objectives: College lists, BigFuture and Search; filter vs. output file considerations; selecting the best standing order frequency option; best practices for IMC tracking and comm flow
- 07:19
Video
Interest in My College and Interest in My Peers
Hear how the Interest in My College (IMC) feature has impacted recruitment strategy over the past year and paved the way for the launch of Interest in My Peers (IMP).
- 49:05
Download
IMC Ordering Guide
Students who have added your school to their BigFuture™ college list are much more likely—ten times as likely—to apply. Our Interest in My College feature allows you to start conversations based on mutual interest and is available as an easy-to-use filter in Search.
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Connect With Students Interested in Your Institution
Interest in My College allows your enrollment team to filter your College Board Search queries to find students specifically interested in your institution.
- 3.31 MB
Video
Comm Flow & Conversation ft. Parent Contacts & Landscape Context
Learning Objectives: Data collection and opt-in process for parents; overview of derived data in Landscape Context; review of output file fields; best practices for use of available data in comms
- 06:56
Video
Make Smarter Recruitment Plans with Enrollment Planning Service
Our simple, easy-to-use tool lets you access competitive analysis reports with a few clicks, create efficient travel plans, research high schools, and create highly relevant marketing messages.
- 01:51
Video
Calling All Road Warriors: Using EPS for Travel
We will demonstrate the power of Enrollment Planning Service and share use cases of where EPS may fit into your interactions at high schools and college fairs this fall.
- 31:30
Video
Maximize Spring Travel with EPS
Calling all road warriors! Enrollment Planning Service (EPS) is an analysis and reporting service that enables you to better understand the students you are recruiting and the high schools you are engaging with in your daily work.
- 48:34
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Enrollment Planning Service Best Practices
This handy guide highlights steps to help you get the most from Enrollment Planning Service.
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Segment Analysis Service: Getting the Most From Your Data
Take these five actions to be sure you’re taking advantage of all the benefits of Segment Analysis Service.
- 116.74 KB
Video
Expanding Connections: Using College Board Recognition Programs to Build Your Class
College Board is expanding the path that connects you to accomplished students from underrepresented backgrounds. Learn more about the College Board National Recognition Programs.
- 11:07
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EPS Snapshot
Enrollment Planning Service is an analysis and reporting service that enables admission professionals to better understand the student market and the lists they license with Student Search ServiceTM.
- 268.05 KB
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Formatting EPS Output Files in Excel
- 313.57 KB
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Importing EPS Data into Google Maps
All custom EPS reports can be exported into Excel and utilized across systems and tools such as Google Maps to help you strategically plan travel and manage territories.
- 530.73 KB
Video
EPS Training
This training is for current or prospective Enrollment Planning Service (EPS) users to learn more about how EPS can help you to grow and refine your recruitment strategies in College Board Search, gain insight on competitor institutions, and enhance your travel planning and high school counselor outreach.
- 37:55