CustomCollegePlan (student portal) resources

Updated September 2022

Here you may find resources you can utilize with your students to educate and orient them with CustomCollegePlan (the student side of the platform).

Student intro video

A quick (under 2 min), upbeat video tour of CustomCollegePlan. Feel free to send to your students!

Broadcast Email template

Want to introduce your students to CustomCollegePlan before inviting them to activate their accounts? Check out our sample Broadcast Email template for suggested messaging.

Student eBook

We put together an eBook for new students to briefly orient them with CustomCollegePlan. It provides basic instructions for activating the account, navigating within the account, and troubleshooting. This eBook may be shared with students and parents as a link (we'd recommend either including the link in an email, or adding the link as a student file). 

Shareable link

Student Flyer

We welcome consultants to download and distribute our CustomCollegePlan flyer as a way to market the benefits of the student portal to families. The flyer can be printed or shared as a PDF to give students and parents an idea of what CustomCollegePlan has to offer.

• Download the unbranded flyer here
• Want to further customize this flyer? We've created a Canva template so that consultants can add a logo, alter the text, change the colors, or make any other desired modifications to the flyer. Access the Canva template here (you will need to create a free Canva account in order to proceed).

Student Account Introduction Tips

Chelsea, CollegePlannerPro’s onboarding specialist and fellow IEC, provides tips based on her years of experience introducing students to their accounts. In this video, Chelsea gives an overview for counselors on how to walk through CustomCollegePlan with new students. This video includes guidance on how to help students get familiar with resources throughout the platform; from setting up text message notifications to exploring the Colleges tab and utilizing Files, Calendar, and more. Please note: this is a training view for IECs and is not intended to be student-facing.