For the programs that your nonprofit offers to students in the community, you know the importance of keeping track of the most recent contact and activity information per student. Today’s blog will address a few ways to ensure that student information is captured correctly the first time, and for the many times to come.
Specific Application
Create an online application, one that can be shared via link or completed on a tablet or laptop at the site of the class. This online application can sync automatically into your solution built in Salesforce, set up to manage all student information. Include fields in the app that capture contact information, demographics, and classes/programs that the student plans to attend and be involved in.
Sync Info With CRM
To provide a bit more information on the relationship between student sign up and your CRM, with a DonorLynk developed solution, application and registration details can be updated in real time within your system. Details from the completed application and from marked attendance forms will populate into the student’s record in your system automatically. This makes reporting on attendance and rosters a much quicker and easier process.
Automatic Contact Updates
When the time comes that a student’s information is outdated or simply needs to be updated, send an update request to their email automatically through your nonprofit’s solution in Salesforce. This request can have them update their address, phone number, email address, and current programs their enrolled in in a few simple clicks.
To set a system in place that will better manage the contacts of your organizations, from students to donors to volunteers, contact our team today!
Marianna Woodruff is a Business Development Executive at DonorLynk, LLC. DonorLynk is focused on helping nonprofits increase effectiveness and efficiency.