What's the recruitment source?

Each of your prospective Contacts or families came to you from somewhere. Perhaps a workshop, seminar, referral, they found you online, etc. It’s important to keep track of this information as it provides a visual for which marketing efforts are working for your business and where your clients are coming from.

On the Contacts Main page, all of your recruitment sources will be listed. By clicking on any of the recruitment sources, you’ll see the list of Contacts you have in the system that pertain to that recruitment source. You may also send Broadcast messages to Contacts based on their recruitment source.

Helpful Tip

It’s important your recruitment sources are spelled the same, use the same capitalization and character spacing. For example, “Community Seminar” will be considered different than “Comm Seminar”. To help with this, CollegePlannerPro will suggest previously used recruitment sources when you're filling in the information for a new Contact, making it easier to group for future reference.