Overview
Using Finalsite’s Content Management System (CMS) with our Enrollment Management System (EMS) provides the optimal experience for parents and school administrators alike. This combination gives you the tools to streamline communications, nurture leads, and obtain mission-fit students in a more dynamic way. In this article, you'll learn the benefits and important points to consider when managing communications across both the CMS and EMS platforms.
Terms Used in This Article
You will see the following terms used to refer to Finalsite’s two systems:
- CMS (Content Management System)refers to Finalsite’s website, marketing, and communication tools (which includes Forms, Composer, Messages, and Automated Email Workflows).
- EMS (Enrollment Management System) refers to Finalsite’s admissions and enrollment platform (formerly SchoolAdmin).
Best Practices
- Create a journey map to outline all touchpoints from prospective student to fully enrolled student, to prevent duplicate communication between the CMS and EMS systems.
- Use all communication tools to nurture and improve your yield as well as aid your retention efforts.
- Utilize the integration of your CMS platform to target communications to the appropriate recipient with up-to-date statuses.
- Use Workflows and Messages in your CMS to nurture leads, encourage prospective students to apply, and enroll accepted students. All admissions and enrollment communications intended to drive action on an EMS checklist item should be sent from your EMS system and contain a link to the EMS parent portal.
Questions to Consider
- Is the communication a call to action on the Admissions/Enrollment checklist (for example, a checklist reminder, form link, etc.)? If so, it is best practice to send the communication through your EMS.
- Are you still competing with other schools? While all admissions/enrollment task communication should be hosted in your EMS, you can use your Finalsite CMS to promote events and market to incoming families. Messages and Workflows can help convert students who have been accepted but have not yet enrolled.
Key Features and Benefits of CMS and EMS
Lead Nurturing/Communication Workflows
Feature |
CMS |
EMS |
Notes |
Non-admissions lead nurturing/ inbound marketing campaigns for prospects |
YES |
Automated Communication Plans are only available from Inquiry --> Enrollment in your EMS. |
|
Automated and customized communication workflows |
YES |
YES (Inquiry --> Enrollment only) |
|
Manually send individual and bulk emails |
YES |
YES |
|
Admissions and enrollment checklist communications |
YES |
Your CMS can be used for marketing emails, while checklist progress and follow-up emails are managed within your EMS. |
|
Billing module automated emails |
YES |
Parents receive custom billing communications (statements, upcoming payment reminders, receipts, and past due notices) automatically through customizable email templates. |
Communication Setup and Customization
Feature |
CMS |
EMS |
Notes |
Dynamically reuse content in multiple channels |
YES (Posts, Calendars, Athletics) |
||
Dynamic Content |
YES |
YES |
|
Branching Workflows |
YES |
||
Link a message to a Page Pop |
YES |
||
Set custom reply-to email addresses |
YES |
YES |
|
Set a CC/BCC for each email template |
YES |
||
Sent email admin notification |
YES |
YES |
|
Images and video content in emails |
YES |
YES |
Media content is linked/displayed in email templates, not attached, to align with best practices for bulk mailings. |
Communication landing pages |
YES |
YES |
In EMS, Inquiry and Application form submissions lead to custom thank you landing pages. CMS forms can redirect to any Composer page after submission. |
Communication Tracking and Responses
Feature |
CMS |
EMS |
Notes |
Track message open and click rates |
YES (Messages only) |
YES |
|
Track sent and failed/suppressed emails by individual |
YES |
YES |
Additional Resources
CMS Content
- Messages frequently asked questions
- All Messages articles
- Getting started with Workflows
- Best practices for admissions workflows
- All Workflows articles
EMS Content
- Office Hours & Past Session Recordings
- Email Best Practices
- Parent Communications
- Communication Types and Best Practices Office Hours(Emails, Letters, and Text Messaging)
- Automated and Manual Admissions Communications Office Hours Passcode: uVn3.Nwj
- Automated Communication Plans Office Hours Passcode: f19b%wxJ
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