Rollover Reset: Your Scoir Checklist

Liz McGonigle Updated by Liz McGonigle

Follow these quick steps to prepare for a great year ahead on Scoir.

Walk through how to track your investment in Scoir, connect Scoir and Slate, maximize your use of Visits+ Premium, review your application rounds, and more! If your institution is using Scoir's free features and is not a Scoir customer, jump to your checklist ➡️

Connect Scoir and Slate for earliest interest signal

⏱️ Est. Time: 30 minutes

The Scoir Audience Integration syncs your Scoir followers into Slate, so interest signals show up as soon as a student engages with you on Scoir — not just when they inquire or apply. These insights ensure you're tracking Scoir engagement to the fullest, attributing first source accurately, and not missing opportunities to evaluate the full impact of your Scoir partnership.

Watch this webinar to see how this gives you deeper insight into interest and how to set up source tracking.
If you don't have Slate, reach out to your Customer Success Manager for suggestions on how to track Scoir attribution.
Automate delivery of Handraisers into your CRM for new Starter, Growth, or Enterprise plans*

⏱️Est. Time: 30 minutes

Handraisers are Scoir students who have engaged with your institution and opted in to sharing their information directly with you. Scoir delivers a daily file of new Handraisers so you identify and engage these students in your CRM.

*Handraisers are available on new Starter, Growth, and Enterprise plans. If you'd like to upgrade your plan now to receive Handraisers, reach out to your Customer Success Manager.
Track Scoir students in your CRM

Take the guesswork out of tracking Scoir's impact in your CRM: get guidance on source attribution, UTM parameters for web traffic, stealth-to-known record conversion, and more.

Explore the enhanced Visits+ Premium capabilities for new Starter, Growth, or Enterprise plans*

Approach visit planning and recruitment strategy with precision, insights, and power in the new experience.

Be a Scoir superstar: make sure to share our training doc with your colleagues!

Interested in keeping track of priority schools? You can now mark schools as targets and receive an email and in-app alert as soon as the school posts new visit availability. Adjust notifications in the "Welcome" section to a daily digest, weekly roundup, or turn off notifications entirely.
*Visits+ Premium is available on new Starter, Growth, and Enterprise plans. If you'd like to upgrade your plan now to utilize Visits+ Premium, reach out to your Customer Success Manager.
Review User Access and Permissions

⏱️ EST. Time: 15 minutes

Make sure that everyone on your Scoir user list should have access to Scoir. If a user is no longer at your institution and has visits scheduled, your Visits Manager can reassign them.

If you haven't already, assign your Visits Manager (new) and Application Manager (AM). We recommend assigning just one AM per organization to avoid confusion.

If you're not sure who your Scoir Account Administrator is, or if your institution doesn't have one, reach out to support@scoir.com.
Set up or review your Application Rounds

⏱️ EST. Time: 15 minutes

In your School Profile Tab, review pre-populated data in the Overview, Admissions, and Cost & Aid sections. Reach out to support@scoir.com if you have updates.
Set up or review Document Delivery

⏱️ EST. Time: 15 minutes

🤝 Need a hand? Our team is here to help!

🙌 Your Scoir Customer Success Manager is just a message away. Reach out anytime for tips, guidance, or help making the most of your Scoir account this school year.

👋 Feeling overwhelmed? Let us handle it. Check out our Scoir Managed partnership level: we take care of your Scoir tasks so you can focus on your goals.

✋ Interested in learning about Scoir partnership? Schedule a consultation today.

For Institutions Using Scoir's Free Features

Interested in going beyond free features to tap into the Network where 1 in 8 college-bound students (and their guardians) are already required to search for colleges? Schedule a consultation today.

Review User Access and Permissions

⏱️ EST. Time: 15 minutes

Make sure that everyone on your Scoir user list should have access to Scoir. If a user is no longer at your institution and has visits scheduled, your Visits Manager can reassign them.

If you haven't already, assign your Visits Manager (new) and Application Manager (AM). We recommend assigning just one AM per organization to avoid confusion.

If you're not sure who your Scoir Account Administrator is, or if your institution doesn't have one, reach out to support@scoir.com.
Set up or review your Application Rounds

⏱️ EST. Time: 15 minutes

In your School Profile Tab, review pre-populated data in the Overview, Admissions, and Cost & Aid sections. Reach out to support@scoir.com if you have updates.
Set up or review Document Delivery

⏱️ EST. Time: 15 minutes

🤝 You already have a following on Scoir. Learn about Scoir partnership!

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