Although Full Fabric is packed with all kinds of solutions for different needs, some lend themselves particularly well to improving everyday productivity. We've rounded up some of our team's best tips to streamline common daily processes, so if that's something you're interested in, read on โ there's bound to be something for everyone! ๐
In this article
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Productivity in the back office:
Efficient engagement practices:
Use tasks as self-reminders
If the topic is productivity, one has to mention to-do lists. They go hand in hand! ๐คทโโ๏ธ You can't tame your workload on a consistent basis without organization, and the basis of that is remembering things: tasks, deadlines and priorities. ๐ Therefore, has it ever occurred to you that, on top of using tasks in Full Fabric to assign work to colleagues, you can also use them to assign work to yourself as a reminder of what yet needs accomplishing?
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โJust think about it! By self-assigning a task, not only does it appear in the relevant profile, but it also shows in the homepage Tasks tab for your convenience โ all of your outstanding work in one place to easily triage it! ๐คฉ
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This is a really neat and comfy way to stay on top of things, so go for it! โ๏ธ
Save views to easily access information
Another principle of productivity is to keep essential resources close at hand. Granted, part of that is using an all-in-one tool such as Full Fabric , but you can go even further. Besides, what resource is more valuable than data? As such, if you'd like to enable faster follow-ups, to-do lists and reports concerning profiles, start saving views on lists of classes, applications and evaluations! ๐พ
To be clear, what we call a view is simply any custom combination of columns and filters applied to the class, application, evaluation and ALL PROFILES overviews to get a specified subset of your profiles. If you frequent the aforementioned areas, chances are you've used views before. But did you know you can also save them? By saving your most regularly used views, instead of manually reapplying the same sets of columns and filters over and over again whenever you need them, you can easily restore the whole thing with just a click, accessing the intended data in mere seconds:
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โTo learn how to save and manage views, read this article. ๐
Record meaningful interactions with touchpoints
Still on the topic of making important information easy to find, our next suggestion is to use touchpoints to track meaningful interactions with leads and candidates! โ๏ธ
When making headway in your relationship with leads and candidates and establishing direct dialogue with them, recording your mutual interactions as touchpoints in Full Fabric makes them easy to keep tabs on, as in profile lists and segments you can visualize the touchpoints recorded for those profiles and go: โThese ones Iโve recently contacted" or "These ones Iโm yet to contact". In a nutshell, you get an immediate overview of when was your last meaningful contact with someone and what to do next in terms of a follow-up.
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โTouchpoints are posted on the profile Latest activity tab, like so:
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To learn all about touchpoints, including a few pointers on what constitutes meaningful engagement, read this article. ๐
Stay engaged with your prospects
This is actually two tips in one: build different communication workflows for leads and for applicants, and don't be shy about placing calls-to-action to guide your audience through the conversion funnel! ๐
Take this workflow, for example:
It was meticulously designed to chase leads over a period of several days, with multiple emails and waiting in between, to convert them into candidates. Accordingly, prospects exit the workflow when they start an application. The same set-up wouldn't apply if this was a nurturing workflow to drive candidates to submit applications, for which reason it makes sense to separate them! ๐ ๐ If you want to learn more about automated workflows, read this article or contact our team for assistance.
In addition, don't forget to include calls-to-action in your emails encouraging leads to get in touch with your team, request a personalized assessment or start an application, such as in the template below:
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โPeople tend to be passive, so don't be afraid to take charge and let them know what to do next! To learn how to add buttons to your email messages, come here.
Stay engaged with your admitted and enrolled candidates
As you know, happy candidates make for a happy business. ๐ป That means it's in your best interest to stay in touch with applicants long after they've been admitted, such as to address challenging situations that might cause concern or uncertainty. As your school adapts to the pandemic, you should keep candidates in the loop, because the sooner and more frequently you communicate, the more you'll convey confidence, build trust and avoid misinformation. ๐
One way to accomplish this is by creating customized portal pages with relevant content. For instance: "Studying at our School", "Our Campus", "Bulletin Board", "Frequently Asked Questions" โ stuff to that tune.
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โPublishing information to Full Fabric's Study Portal is a great idea because it centralizes vital resources in one place and keeps them available 24/7. ๐ซ You can also tailor content to specific user groups by restricting the audience of a page, such as to have exclusive pages for students of a specific program, people in a specific lifecycle stage, and so on.
If you have any questions, we recommend you read our article on Creating and managing Portal pages in Full Fabric.
Share landing pages on social media
Have you ever considered promoting your events and landing pages all over social media to quickly get the word out and expedite registrations? ๐
When building dedicated landing pages to host your event registrations or gather valuable lead intel, simply remember to share the URL of the landing pages on social media to forward people to them! It doesn't get more effortless than that, and it works!
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โIn case you're worried about the URL being too big, just create a short URL for free using Bitly, Cuttly, Tinycc or another such generator.
We also invite you to visit our articles on when to create a form and what events can be created in Full Fabric, with practical insights to make the most out of these modules! ๐
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You have reached the end of this article. Thanks for reading! ๐ค If you have any questions or comments on the topic at hand, or if you enjoy reads like this and have article requests, feel free to start a chat or email us at support@fullfabric.com. Also, please leave a rating below. Your feedback is highly appreciated! ๐
โPUBLISHED: June 8, 2020
โLAST UPDATED: March 1, 2022 at 2:7 p.m.