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.
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2023-2024 Search Enhancements
Walk though system updates and learn more about the enhancements taking effect this cycle.
- 26:24
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Interest in My College & Interest in My Peers: 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!
- 23:11
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Leveraging Segment Analysis Service
Maximize your use of Segment Analysis Service, College Board's data enhancement service that provides insight on college choice behavior of students.
- 23:11
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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
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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
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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
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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
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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
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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
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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
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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
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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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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.
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Formatting EPS Output Files in Excel
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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.
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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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