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Latest stories, guides, and benchmarks from the world of alumni relations, fundraising, donor engagement, advancement services, events, and higher-education philanthropy
Welcome to the Modern Day Alumni Relations series from Almabase. Get ready for an interesting ride through the next few weeks, as we discuss and share a lot of cool stuff with you. From millennials to collecting millions in giving, we have a lot of insights that we cannot wait to share with you!
How do we catch-up with the ever-changing world around us?
Hold on to that thought while we discuss more on how alumni relations changed over the years.
In the United States, alumni associations are almost as old as their Alma maters. At the start, most of the associations were entirely voluntary, supported solely by individual alumni.
Volunteers maintained mailing lists, collected dues to support activities, produced publications and,organized events and annual meetings. Alumni were the institution’s first fundraisers. Development has its roots in alumni relations. The origins of the annual fund and capital campaigns are also alumni based.
Here we are now, after two centuries of hard work and building thousands of thriving alumni communities across the country. The world of alumni relations has come a long way since its inception in the early eighteenth century.
They have become a vital part of most educational institutions now thanks to the efforts of many outstanding professionals in the field. Alumni Relations professionals must have a skill set that is both broad and deep. They must be visionaries who also understand the importance of attention to detail.
With the internet revolution, the world has come online and so have alumni communities. Alumni Relations has seen a number of changes in the last few decades.
Further, we are going to discuss a few of these trends and how they are shaping alumni engagement experiences. We will also provide some best-practices from various institutions across the country who are doing a great job in various fields.
Here is what this series would involve :
1. 10 interesting topics of discussion
2. 3 case studies from our partner schools
3. Insights into the world of alumni relations- Series of interviews from alumni relations professionals
Want to learn more about Alumni Relations?
1. Download our latest offering, The #StayRelevant – A Guide to Modern Day Alumni Relations

This comprehensive guide is full of insights, case studies, and examples from our partner schools to help institutions at any level with their Alumni Relations program.
2. Subscribe to our Blog
The Almabase blog is updated daily with relevant stories from the world of Alumni Relations & Fundraising. Subscribe to our blog & monthly newsletter!

Modern Day Alumni Relations Series- Introduction
Welcome to the Modern Day Alumni Relations series from Almabase. Get ready for an interesting ride through the next few weeks, as we discuss and share a lot of cool stuff with you. From millennials to collecting millions in giving, we have a lot of insights that we cannot wait to share with you!
Alumni Engagement

Ten years ago, the MBA in Design Strategy program (DMBA) launched at California College of the arts - and forged new ground with an innovative program aiming to foster a new type of creative leader eager to design a world that is profitable, ethical, and remarkable.
We had less than 30 students in our first class, all shaping our culture with their diverse backgrounds and perspectives. In the last decade as our program expanded and evolved, our alumni efforts struggled to keep up.
Early graduates from our DMBA program were faced with a unique challenge - how do we define our experience and education when it defies convention?
"We knew the success of our graduates lied in sustaining the community around them, and it would take an equally unconventional approach to meet those needs"
For over half a decade, our volunteer-led alumni organization was loosely organized through a series of email chains, online documents, spreadsheets and meet-ups.
We hosted smaller events across the country and remained close to the program and current students. As our alumni association grew, we saw a natural strain keeping this community together through our various platforms and processes. We needed to centralize our efforts under a single platform.
The DMBA Alumni Association is unique. It is organized, funded and governed wholly by our alumni. This independence affords us the ability to move quickly and tailor alumni support to our diverse needs - and this had to be reflected in our alumni platform.
We created our own web apps, tested and reviewed a number of popular academic platforms and everything came up short.
Almabase was a home run right off the bat - within the first week of a pilot, we knew we could migrate our email newsletter, job board, contact list and news under one roof. Almabase had both the cutting-edge design and flexibility to customize the experience to exactly what we needed.
As a self-funded organization, we were able to leverage Almabase’s fundraising tools to drive donations that covered our programs, events and Almabase license.
Familiar to those who have used Kickstarter or similar funding platforms, alumni could easily donate and share progress with other alums. Within several weeks we easily hit our target goal, with a third of our overall alumni base participating in the first several weeks.
After our kickoff fundraiser, we worked closely with the Almabase team to migrate alumni databases, customize our site and configure smart membership plans that deliver the most requested features to our whole association.
Now, alumni can easily create a new account with their social accounts and have the most important data automatically sync to their profiles. Once signed up, alums can select a preferred membership level and access jobs, bulletin boards, events, news and our full alumni directory.
Our biggest hurdle previously was creating useful content and getting it out to the right alumni. With Almabase’s advanced email features, we can quickly create great-looking newsletters and segment to specific audiences: an effortless way to communicate with just a specific chapter or membership group.
Now up and running, Almabase signals the ways our alumni program has matured over the last decade. We’ve been happy to receive such a positive reception from our community and couldn’t have done it without the Almabase team and their ‘always-on’ support! We’ve only scratched the surface with what we can accomplish together - here’s to 2018!
Alex Scott was in the third graduating class of the DMBA program and currently is a chair of the DMBA Alumni Association. You can find out more about the DMBA program at //www.cca.edu/academics/graduate/design-mba.

Empower & Connect your Alumni - with an all in one Alumni Engagement Platform
"We knew the success of our graduates lied in sustaining the community around them, and it would take an equally unconventional approach to meet those needs"
Product updates
A key challenge while maintaining constituent information (on Almabase or on your database) is avoiding duplicate records of the same person. Duplicate records can happen for various reasons and it’s important to have an easy and predictable way to fix those.
That's why we decided to bring in some changes and enhancements to the feature.
Predictable merge process
Thanks to your feedback, we understood that our current merge process was very unpredictable. You couldn't be sure of what information is being used and what isn't.
That's why we introduced a new review screen. This is where you can review and decide what information you want to keep, and what you'd like to ignore while merging.

Segregating registered users from other profiles Most duplicates are created when users sign up with different email IDs and the system can’t detect that it’s the same person. Since merging these duplicates is important, we created a section where you can access all such pairs first.
All you need to do is, log in to your admin dashboard, go to “Users” > “Duplicates”

You can also swap which record to keep and which to remove on this page.
Enhancing the confidence score
We improved the algorithm that was being used to compute the confidence score associated with each pair. There were a few key factors that weren’t given enough weight in the earlier algorithm. You’ll notice that the confidence score is a much better reflection of two records being potential duplicates now.
All of these enhancements are already live on your Almabase platform. Go ahead and give it a shot now!
We’re always looking for ways to make your processes simpler and this is yet another step in that direction. Let us know if you face any challenges with duplicate records and we’ll be happy to help you out!
Pro tip: You can also find a duplicate record from an individual person’s profile page using the “Merge Profiles” button. Visit any profile from the directory to try it out.

Merging Duplicate Records Made Easy
A key challenge while maintaining constituent information (on Almabase or on your database), is avoiding duplicate records of the same person. Duplicate records can happen for various reasons and it’s important to have an easy and predictable way to fix those.
Product updates

Update :
We have some great news from Jessica and her team as they increased the sign-up rate by 55% from last year. They helped 467 students sign-up on one single day at their Spring Grad Expo, 2018.
Grad Day or Grad Expo, as known at Nicholls State University, has evolved into this festive, one-stop-shop for everything the graduation candidates need to be prepared for their walk across the stage at commencement.
The event is held every semester and usually welcomes 300 to 400 graduating seniors. Their friends and family members join in too sometimes. These numbers usually represent roughly two-thirds of the graduating class for any given semester.
Nicholls grad candidates come to our red-and-gray draped and decorated campus ballroom, where they can purchase their caps, gowns and alumni gear. They even take their senior portrait for the yearbook, order their announcements and grad rings, and visit our graduate school faculty, Career Services staff, and Liberty Mutual insurance representative.
They are also given the opportunity to take selfies in front of our Colonel Pride backdrop with a snapshot frame and props, visit and take pics with our mascot, Colonel Tillou, and eat jambalaya and snacks provided by the Nicholls Alumni Federation.
Grad Expo at Nicholls has been revamped to be a great experience that both caters to a campus community need, graduation preparation, and provides a fun encounter, often for the first time, between our seniors and their alumni staff and Federation board members.
From an event planning and validation perspective, though, how do we justify continuing to host our biannual Grad Expo?
For as long as we have held a version of this Grad Expo event, we have either counted participants, or as we have been doing more recently, have had them fill out a form so that we would have an accurate participation count and collect their most current contact information to be used by the alumni office upon their graduation.
This semester we said “Goodbye” to paper forms and “Hello” to online registration with Almabase!

Last February, we were able to move our Alumni Federation website over to the interactive Almabase platform. Since then, the Office of Alumni Affairs has been working diligently to encourage our alumni to create their profiles on the new website, allowing them full access to Federation benefits. It even helps us keep better track of them.
When the Grad Expo discussion came up again as we started planning for the Fall 2017 event, we decided that an online registration option would be easier on everyone— students and staff. We also kept in mind that we are always looking for new ways to persuade our alumni to register on the website. That line of thinking finally led us to create their website profiles on the alumni site as their “signup” form for the Grad Expo.
Since Almabase provides us with the ability to mine our data so deeply, when the event ended, we were able to pull a list of everyone who registered as a student on the date of Grad Expo.
This online registration option gave us our headcount, gave our students basic access to the Federation website as an intro to the benefits of being a full member of the Federation, and made them active participants on the website. They could not just access the career boards now, but also actively network with alumni across different fields.
Best of all, Almabase would automatically change their status from 'student' to 'alumni' as soon as they graduate - 301 of our December 2017 grads would automatically become active alumni on the platform when they graduate!
That means that we will have more accurate contact info, career updates and location changes for them without having to first convince them to sign up. If we continue to use this approach at each Grad Expo, we will have roughly half of our alumni registered as active users on the platform by the time they graduate.
Another benefit to having them create their profiles on the alumni website at Grad Expo is being able to send them targeted group emails. The week after the Expo the Office of Alumni Affairs emailed our grad candidates who were in attendance through the platform.
We thanked them for coming to the event and signing up on the platform. We also took that opportunity to walk them through using the platform in more detail, from updating their profile to career board benefits and alumni news features. We will send this saved email group another email when they graduate, congratulating them and welcoming them to the Federation and the website as full alumni members.

We are still working towards streamlining the sign-in process, but we are confident that it will continue to provide the best approach to registering our graduating seniors for the Expo and getting them familiar with the alumni website before they actually graduate. It will also get them to start using the platform more actively.
With online and phone support from Almabase on the morning of the event, we were able to sign up 301 seniors with ten laptops over a period of five hours (the Expo is of one day from 10:00 am to 3:00 pm).
Next semester, we will have more laptops, more staff assisting with registration, and instructions on creating profiles printed on stand-up banners next to the laptops.
We are also working with Almabase on a way to denote, on these grads’ profiles, that their profiles were created at that Grad Expo event. In doing this, we hope to be able to make performance comparisons between multiple events.
Overall, using Almabase to register our potential grads was hugely successful for us, especially for a first try. We are excited to be able to continue streamlining that process to more efficiently get participants through the process and on their way to being active members of our online alumni community.
Finally, it is important to note that our creative partnership with Almabase, which continues to benefit Nicholls alumni and students, keeps getting better the longer we work with them!
Edit: This note from Jessica made our day here at Almabase. Thank you, Jessica, keep them coming!


Transform Your Grad Expo With An Online Alumni Engagement Platform
We have some great news from Jessica and her team as they increased the sign-up rate by 55% from last year. They helped 467 students sign-up on one single day at their Spring Grad Expo, 2018.
Product updates
The advancement office of most of our partner schools, use an external database as their source for alumni data. To ensure that they are able to make the best use of that information, we at Almabase even offer integrations and reports that help them sync these databases.
But despite that, we often hear a common concern. The teams are worried about not being able to identify the latest alumni data. To solve that confusion, we introduced them to our new feature, Profile History.
Profile History gives you a timeline of all the updates that have been made to a profile or a record. Every field on the profile is tracked closely and presented as a timeline to you.

Profile History Advantages
Using Profile History, you can understand which information changed, who changed it, when they did that and how it was changed. For example, did a user update his email address himself or did Almabase pull out the data from their updated employment information on LinkedIn?
To try this feature, just head over to any profile that was recently updated and click on the “History” tab.
We’re excited to hear how each of you use this feature. Feel free to reach out to your account manager if you have any questions at all.

Profile History
Our new feature - Profile History gives you a timeline of all the updates that have been made to a profile or a record. Every field on the profile is tracked closely and presented as a timeline to you.
Product updates
Sometime back, we introduced 'user preferences' on the Almabase platform. Almost everybody utilized the feature to identify potential mentors for their current students and young alumni. Six months after the launch, we could notice the trend clearly.
Mentorship programs have historically seen great engagement and it has been a hot topic recently for a couple of key reasons :
1. The ask is a lot more appealing to younger alumni. Asking someone to spend an hour a week mentoring a student in a topic that interests them is a lot easier to sell than a $20 donation.
2. Recent graduates who have benefited from a mentorship program, tend to pay-it-forward by mentoring current students.
3. It develops a sense that the institute cares about the benefit of the community.
4. It fosters a culture of growth and leadership in the alumni.
5. It promotes a sense of cooperation and harmony within the entire community.
It's not hard to see why a lot of schools are starting to inculcate a culture of mentorship within their alumni community. There was a clear opportunity to capitalize on the interest of the alumni to mentor students.
So, we took a step further from user preferences to build a mentorship feature right into the platform. Honestly, we're quite excited to see how it will foster better engagement among alumni communities globally.
Introducing Mentorship on Almabase

The mentorship feature is a personalized inbox for every user on your network. The interface hinges on the conversations page, which enlists all the active conversation the user has with his/her mentors and mentees.
What's to love?
The tool is designed to provide both mentors and mentees with incredible flexibility to dictate the terms of their relationship. It ensures a higher user adoption rate by reducing friction at every step. Here are some of the key things to look out for in the feature :
1. Better relevance with mentorship services
'Services' are a list of topics or activities that mentors can choose to assist mentees with. By default, there are 7 services configured into your website :
1. Networking
2. Resume Review
3. Interview Skills
4. Life Skills
5. Academic Guidance
6. Career Guidance
7. Job Shadowing
8. Industry Insights
These lists, however, can be configured to any of the services that are specific to your institution.
A predefined set of mentorship services help towards ensuring that each match is relevant for both the mentor and mentee.
Many platforms force mentees to find mentors merely based on their availability. With services, mentors can select in which way they can contribute the most. While looking for mentors, mentees can close in on a small set of mentors who are particularly interested in the help they require.

2. Complete Control
For a successful mentorship program, you need to balance both sides of the equation. You need mentors to be available to help, and mentees approaching the alumni for help. The challenge is to meet the expectations of both the stakeholders while accounting for their personal preferences and limitations.

Mentees do not get a force-fed match. They can select a mentor they really like, based on who is available for the help they need.

Mentors, on the other hand, have the liberty to accept or decline a request for mentorship - taking into account their availability or personal or any personal preferences they may have. Mentors can even remove themselves from mentorship services if they feel they are being overwhelmed with new requests.
3. Always connected and built on email communication

Right from the request to the conversations themselves, mentorship happens on email. Both the mentor and the mentee can simply reply to messages easily from any of the devices they are using, without the need to login to the Almabase dashboard.
4. Manage multiple conversations with ease
The conversations window allows users to view and manage all their active and past conversations. This helps keep the context clear to both the parties at all times. As soon as the users feel that the goal of a conversation has been reached, they can simply close or archive the thread.
Here is a peek into the mentorship feature






The feature is available in Beta today for all of you who would like to try it out with your alumni community. Get in touch with your account manager to learn more about how to get started.
Let us know in the comments below on how you plan on using this feature and features that you would like to see included in the full release of the feature.

The New Mentorship Inbox Is Here!
It's not hard to see why a lot of schools are starting to inculcate a culture of mentorship within their alumni community. There was a clear opportunity to capitalize on the interest of the alumni to mentor students. So, we took a step further from user preferences to build a mentorship feature right into the platform.
Product updates
Previously on Almabase, you could create an email group by either defining a segment using filters on the data studio or picking specific profiles from the directory. But if you had a spreadsheet full of email addresses, we couldn't help you send targeted emails to them.
Well, that has changed now!
Here's introducing a new functionality to upload email lists and being able to send them personalized messages.

Go to your communication center and click on “Create Group” to see how it works.
It’s important to note that this list need not be limited to email addresses that are already on Almabase. You can upload any list that you have and the system will take care of sending targeted emails to all of them.
Here are some of the interesting ways in which you can use this:
1. Pull a list of all the non-donors from last year and send them a message sharing other ways to give back
2. Upload a list of all your volunteers and send them an email about the upcoming opportunities
3. Get a list of all members of a certain chapter and send them an email about a local event
The possibilities are endless. To learn more about how you can use this feature, click here.

How to upload an email list on Almabase
Previously at Almabase, if you had a spreadsheet full of email addresses, we couldn't help you send targeted emails to them. Here's introducing a new functionality to upload email lists and being able to send them personalized messages.
Product updates
Since the launch of data studio in 2017, it has become one of the most used features on Almabase. It is the one-stop place for you as admins to work with your most up-to-date alumni data. It makes it incredibly simple for you to segment your alumni based on any data point that you have on them. You can even export this information, send them an email or perform other actions on the records.
But we received a lot of feedback from all of you, regarding a few functions that need to be improved. Taking your word into account, we made several key upgrades to the data studio.
Here are some of them :
Filter alumni based on proximity
Let’s say you’re organizing an event in Boston and want to invite everyone in the 50-mile radius to that event, how would you invite all of them? Earlier, you used to have to find all those cities and enter them manually into the city filter. Now you can start with a city or even a zip code and then choose a radius around it.

Data studio will then show you all the alumni that live in the area defined. You can then create an email group and you’re all set! As always, if another alum moves into the area, they are automatically added to that group. Look for the “AREA” filter on your data studio.
Integrated into the rest of the platform
We’ve made it easier for you to take single click actions on various features of the platform. You will now be taken to the data studio with the appropriate data and actions pre-loaded for you to confirm. For instance, if you are on the directory and want to pull a list of everyone you’re currently seeing, you can now do that with a single click.


Birthdays and other new filters
Birthdays are a great occasion for you to engage with your alumni and we’ve introduced a filter to make it easier for you to keep track of upcoming birthdays. Using the data studio birthday filter you can now see which alumni are celebrating birthdays today, this week or even this month.

User interface refresh
Last but not the least, we’ve done a complete design refresh to make the data studio more user-friendly and also respond to user actions much faster. You will notice a visible difference in the speed while working on the data studio.

We hope you enjoy this new experience. Please do keep your feedback coming in as always.

Say Hello To Data Studio 2.0!
Keeping your feedback in account, we've made several key upgrades to our most used feature - the data studio. Here are some of them.
Product updates
See how leading institutions put these ideas into action






























