Advancement Overview

Tom Kirby
Tom Kirby
  • Updated

The OpenApply Advancement features empower schools with robust and reliable data to cultivate relationships with alumni, existing students/families and prospects alike, as well as the tools to efficiently leverage this data to their advantage.

Advancement is available for purchase as an additional module for OpenApply. Advancement also requires the CRM Module for OpenApply.

Please contact us at sales@openapply.com if you would like further information on pricing and functionality for the Advancement module.

There are six key functions within OpenApply Advancement:

Exit Questionnaire Form

Gather valuable information from your alumni when they leave your school (either by graduating or transitioning to a different school), with bespoke questions that are important to you. Leverage this information to better nurture your alumni relationships with more tailored communication.

Alumni Information Update Form

On a recurring basis (e.g. annually), ensure that your school receives the most up-to-date information from your alumni, whereby their circumstances may have changed. Ensure that relationships do not fade over time, and in fact grow stronger through more personalised outreach that can engage your alumni community.

Alumni Dashboard

A centralised, user-friendly interface from where the exit questionnaire form and information update forms can be sent, as well as view statistics relating to these forms, send reminder emails and notifications. Configure your ideal communications (i.e. sequence, order and timing of forms and reminders) for more automated and efficient alumni relationship management.

Lead Scoring

Create a hierarchy of lead categories and define weighted scoring factors for your alumni groups (granting scores to more impactful activities). Review different thresholds to prioritise those individuals that are most likely to convert to donors. Boost conversions through broader community initiatives that leverage alumni relationships (e.g. donations).

Email Campaigns

Send professional emails (e.g. one off campaigns promoting an upcoming event, or recurring newsletters) to alumni, as well as contacts and applicants. Automatically subscribe/unsubscribe parents and alumni based on their activity to multi-email (drip) campaigns that lead to an increase in engagement and strengthen alumni relationships.

Volunteer Hours and Donations

On an Alumni’s profile, you can enter and record Volunteer Hours and Donations. This adds further nuance and insight into which members of your alumni community are particularly passionate and loyal, and which relationships may need further cultivation.



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