We're extremely excited to announce that our Advisor Dashboard is live!
Here's how you can use it to interact with students, parents and clients:
Step 1. Invite your student or parent prospects.
Invite students by sending them an email, or generate your custom invite link to share.
If you are inviting a parent, ask them to either complete their daughter or son's profile or to work with their daughter or son to complete it.
Consider inviting a large gathering of parents or students to make use of free College Factual tools and use the private communication channel to nurture your leads.
Step 2. Review your students' profiles and lists.
Instruct your students to complete their profile and add colleges and majors to their list.
When they are complete they can notify you to check out their lists.
You will be able to leave feedback or send them a message, or you can wait to go over their lists together in person.
Sending & Receiving Messages
View any of the students or parents who have accepted your invitation in your dashboard. Just click the link that says "Students" at the top of your screen.
Click on a profile to see their list of saved schools and majors. You can also leave them feedback on their list.
For example, you may want to suggest they complete more of their profile so you can better see how good of a match a certain major or college is.
Click on "Messages" at the top of your screen to see any new notifications and reply to any messages.
You can also send a message to a prospect or a group. Click on "Conversations" and then click "New Message".
Search for the student or students you would like to message. Add them by clicking the plus sign next to their email address.
Fill out the subject and body and click send!
There you have it! An easy way to communicate with students and parents within College Factual.
Ready to give it a try?