5 Steps to Build an Omnichannel Strategy for Higher Ed Institutions
Stephanie Wu • November 7, 2024
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5 Essential Steps to Optimize Your Institution's Student Recruitment
A successful omnichannel strategy requires careful planning and continuous optimization. Here are the key steps:
1. Evaluate and Define Goals
Start by setting clear objectives that align with the institution's overarching goals, such as increasing inquiries, boosting application numbers, or driving enrollments. From my experience working at Google’s Growth Lab, I learned the importance of identifying a North Star Metric— a single, most critical indicator that best represents the success of the product or offering. Establish supporting KPIs to track performance along the way, ensuring that all activities contribute to the North Star Metric. Setting quarterly OKRs (Objectives and Key Results) and measuring progress against them provides a focused direction for the strategy and enables continuous alignment with institutional objectives.
2. Conduct Market and Competitor Research
To build a truly effective omnichannel strategy, it’s essential to conduct thorough market and competitor research that goes beyond examining similarly ranked institutions. Start by evaluating competitor strategies and analyzing student expectations to identify unique opportunities and differentiators. Competitor research should be approached holistically—your competitors are not only institutions with a similar ranking or academic focus but also those offering unique engagement strategies or programs that attract your target demographics, even if their core offerings differ.
Look closely at the marketing channels, messaging, and engagement tactics other institutions are using, whether they share your academic profile or not. For example, a specialized art school might learn valuable lessons from the digital engagement strategies of a large research university, or a liberal arts college might find innovative recruitment approaches from vocational schools. This broader perspective on competitors helps reveal gaps, new trends, and untapped channels that can be adapted to fit your institution’s goals. By understanding what others are doing and refining your strategy based on these insights, you can better position your institution to stand out and capture the attention of prospective students.
3. Select the Right Channels
As emphasized earlier, use data-driven insights to identify the most effective channels for reaching specific student segments, optimizing both engagement and ROI. By analyzing data on student preferences and behaviors, institutions can make informed decisions on where to invest marketing resources for maximum impact. For example, prospective undergraduate students often engage more with visually rich, interactive platforms like Instagram, TikTok, and YouTube, which allow for immersive storytelling. In contrast, graduate or executive education students may be more responsive to LinkedIn and email campaigns, where professional content, career outcomes, and academic rigor are emphasized.
Selecting the right channels involves continually assessing which platforms generate the highest engagement and conversion rates among target audiences. Analyzing metrics such as click-through rates, time spent on content, and conversion paths across channels enables institutions to prioritize investments in high-performing platforms. This approach ensures each marketing dollar is allocated to channels that align best with each segment’s preferences, ultimately driving stronger engagement, more completed applications, and a higher return on investment.
4. Invest in Technology and Training
Providing recruitment teams with advanced tools and proper training is crucial for a streamlined and effective recruitment process. Start by equipping them with CRM systems to manage relationships and track interactions with prospective students. These systems allow recruitment teams to capture valuable data, follow up efficiently, and maintain personalized communication with leads throughout their journey.
Analytics platforms are another essential investment, offering insights into the effectiveness of campaigns, understanding student behaviors, and identifying the best channels for outreach. With data-driven insights, recruitment teams can make informed decisions, targeting the right students and optimizing their strategies over time.
Marketing automation tools further enhance efficiency by automating repetitive tasks, such as sending emails, segmenting leads, and scheduling follow-ups. This frees up time for recruitment teams to focus on personalized outreach and engagement strategies that build stronger connections with prospective students.
Equally important is training staff to use these technologies effectively. Ensuring they understand how to leverage each tool to its fullest potential will lead to seamless execution of campaigns, better data management, and ultimately, higher conversion rates. When teams are both well-equipped and well-trained, they can work more efficiently and effectively, enhancing the overall success of recruitment efforts.
5. Continuously Optimize
To maximize the effectiveness of recruitment efforts, it’s essential to regularly evaluate and adjust campaign performance across all channels. Continuous optimization involves analyzing data from each channel—whether it’s email marketing, social media, search ads, or events—to understand what’s working and what isn’t. By regularly assessing metrics like engagement rates, conversion rates, and cost-per-lead, recruitment teams can identify trends, pinpoint areas for improvement, and make data-driven decisions.
This iterative process is crucial for refining the messaging, channel selection, and targeting to ensure every interaction resonates with the intended audience. For example, if data shows that certain messages resonate more on social media than email, teams can adjust their approach by focusing on that channel for similar campaigns. Likewise, if one segment of the audience responds well to specific content, such as testimonials or career outcome data, this can guide future content strategies.
Continuous optimization is especially critical for improving ROI and ensuring efficient use of the marketing budget. By analyzing which channels yield the best results for the lowest cost, recruitment teams can allocate more resources to high-performing channels while reducing spend on those that aren’t delivering. This approach prevents wasting marketing dollars on ineffective channels and strategies, instead focusing on areas that maximize return.
Ultimately, continuous optimization ensures the omnichannel strategy remains relevant and aligned with evolving student behaviors, enabling the recruitment team to consistently reach their goals while maintaining a strong ROI. This disciplined approach not only keeps campaigns efficient but also sustains engagement, strengthens connections with prospective students, and maximizes the value of every marketing dollar spent.
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