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Next-Gen Now

Your AI-Powered Journey �with Element451

element451.com

Engage Summit 2023

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Ardis Kadiu

Founder + CEO

Element451

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Ty Fujimura

Chief Product Officer

Element451

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Eric Range

Vice President, Product

Element451

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Agenda

State of Higher Education
Year in Review
Upcoming Features, and our Commitment to AI
Product & AI Vision
Q&A

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State of Higher Education

Challenges & Opportunities

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Changing student expectations

Digital savvy students expect convenient, fast and personal experiences – But rarely get them.

Staff shortages �+ expertise

Most institutions lack sophistication in their recruiting and marketing tools / techniques.

No ROI insights

Data silos make it almost impossible to tell what is working, especially cross the whole student journey.

The Big Three Challenges

ARDIS

I'd like to start by framing this conversation with 3 pressing issues faced by many higher education institutions and how we can address it with the implementation of a robust Customer Relationship Management (CRM) solution.

First is the changing expectations of today's digital-savvy students. Not only are they applying to more schools, or just getting instantly accepted thanks to direct admissions, today’s learners expect colleges to communicate with them like their favorite brands – giving them convenient, fast, and personalized experiences throughout their application journey. However, many institutions are struggling to meet these expectations due to outdated recruiting and marketing tools and techniques.

The second critical challenge our industry faces is around staffing and retention of our teams, and this has only gotten increasingly worse since the pandemic. It is hard to compete with the salaries and remote work offered by other industries, causing our best team members to leave and challenges in filling open positions. This results in a brain drain within our schools – teams are lacking the expertise needed to be successful. As technology continues to advance at a rapid pace, this compounds the difficulty for our staff to keep up with the latest digital trends and marketing techniques. This knowledge gap hinders our ability to reach prospective students effectively and engage with them in meaningful ways.

Lastly, we have the issue of lacking data and insights on our recruitment efforts, making it nearly impossible to evaluate the effectiveness of our strategies throughout the student journey. Without access to accurate and comprehensive data, we cannot determine what is working and what isn't. This leaves us in the dark when it comes to optimizing our recruitment processes and maximizing our return on investment.

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3x

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contacts added

7.6 Million

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engagements tracked

400 Million

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SMS messages exchanged

3.6 Million

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conversations started

500K+

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Product Update

Year in Review

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product releases

500+

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Feature Release Highlights

We’ve come a long way since last Engage Summit!

People Profile

Organizations

Tasks

Journeys

In-app calling

Dynamic Territories

Supplemental Application Forms

15+ New & Updated Packs

Integrations

App Payment + Submission Rules

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Organizations

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Journeys

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Tasks

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In-App Calling

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Dynamic Territories

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15+ New Packs

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Supplemental Application Forms

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App Payment + Submission Rules

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Payments + Integrations

Element451 Payments (powered by Stripe)

Flywire Payments

TouchNet Ready Partner

Phone Number Intelligence

CFNC Application Integration

SCIOR Integration (powered by Packs)

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Appointments

24/7 Booking Site.
Individual & Flexible Staff Availability.
Link Calendars from Outlook, GMail & More.
Appointment Notes.
Automatic Reminders by email and SMS.
Track attendance, cancellations and no shows.

June 2023.

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Appointments in action

Demo

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Appointments

Available Today!

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Upcoming Features

And Our Commitment to AI

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element451.com

BoltBot

Changing student expectations

Digital savvy students expect convenient, fast and personal experiences – But rarely get them.

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Conversational

Powered by OpenAI
Multichannel �(Email, SMS, Chat, Web)
Holds complete conversations
Multilingual (soon)�

element451.com

BoltBot

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hello, when do classes start?

Web

Hello Petar, classes at Element451 begin on January 3rd, 2023.

Email

�Dear Petar,

I hope this email finds you well. I'm writing to inform you that classes at Element451 are scheduled to start on January 3rd, 2023. If you have any further questions or need assistance, please don't hesitate to reach out.

Best,

Element451

North Carolina, Raleigh

�PS:This was written by AI

SMS

Classes @ Element451 start Jan 3, 2023 📚🗓️

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Activate in Minutes

No training, no config
Multiple content sources (docs, public urls, full websites)�People data
Conversation history
Institutional data

element451.com

BoltBot

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Knowledgebase

Conversation History

User Profile

hello, when do classes start?

Institutional Info

�Dear Petar,

I hope this email finds you well. I'm writing to inform you that classes at Element451 are scheduled to start on January 3rd, 2023. If you have any further questions or need assistance, please don't hesitate to reach out.

Best,

Element451

North Carolina, Raleigh

�PS:This was written by AI

Context Sources

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Trust + Security

Grounded in your content
Transparent history �Control availability
Human handoff
Identity-Driven interactions

element451.com

BoltBot

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Intent-Driven Handoff

→ User signals intent.

→ AI evaluates.

→ Identifies dynamic intent.

→ Automation rules triggered.

→ Seamless handoff to human.

→ Conversation continues.

element451.com

BoltBot

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Empowered by Tools

Start an Application

Check Application Status

Schedule an Appointment

Register for an Event

+ more to come

element451.com

BoltBot

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BoltBot in action

Demo

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element451.com

Copilot

Staff shortages �+ expertise

Most institutions lack sophistication in their and marketing tools and techniques.

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element451.com

Copilot

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AI Powered
Campaign Wizard

→ Outlines plans.
→ Crafts content.
→ Builds emails, SMS messages.
→ Constructs workflows
→ Seamlessly deploys via Packs

element451.com

Copilot

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WIP

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Bolt Copilot in action

Demo

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element451.com

Insights

No ROI insights

Data silos make it almost impossible to tell what is working, especially cross the whole student journey.

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Insights for All

Unlimited access
8 New Dashboards

element451.com

Insights

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WIP

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Insights Q

Ask Q(uestions) in �natural language.
AI powered
Reduces time to insight
Dynamic Visualizations�Unified data sets
Improves over time

element451.com

Insights

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WIP

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Insights Q

Demo

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Product + AI Vision

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Our Product Philosophy

Productivity

Personalization

Intelligence

Connectivity

June 2023.

Raleigh, NC

00

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Product

Differentiation

in the AI Age

element451.com

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Our AI Philosophy

Safety & Privacy

Respect

Results

Constant Evolution

June 2023.

Raleigh, NC

00

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July 2022.

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Preliminary Design. Final interface may vary.

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Preliminary Design. Final interface may vary.

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Preliminary Design. Final interface may vary.

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Preliminary Design. Final interface may vary.

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Preliminary Design. Final interface may vary.

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Preliminary Design. Final interface may vary.

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Preliminary Design. Final interface may vary.

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Preliminary Design. Final interface may vary.

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Preliminary Design. Final interface may vary.

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July 2022.

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Enhanced Profiles

For Students & Alumni

We are enhancing Element to work even better as a full-lifecycle tool
Adding new cards with new types of data that you can upload or sync with your other tools
Adding integrations to sync with more third-party tools
All integrated with our AI tools!

June 2023.

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July 2022.

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Settings Unification

All Element451 settings in one easy location
Change settings which previously required CS help
100% upgraded to latest UI

June 2023.

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July 2022.

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Ignite

A trimmed-down version of Element specifically designed for schools using Salesforce & Slate
Fully self-service and easy to get up and running
Available today for select customers. Tell your friends!
Our AI tools are included!

Element’s First Separate SKU

June 2023.

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July 2022.

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Preliminary Design. Final interface may vary.

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Will any user to access and update their Element451 database information
Will eventually allow self-service course registration, event management, etc.
Pages will be embeddable in School websites to extend functionality
Mobile-friendly. We want to launch them as full mobile apps too.
All powered by AI!

School Portals

Preliminary Design. Final interface may vary.

June 2023.

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Preliminary Major Release Roadmap

	Q3 2023	Q4 2023	Q1 2024	Q2 2024

ENGAGE 2023

ENGAGE 2024

Settings Overhaul

BoltBot Full Release

Copilot Full Release

Ignite Initial Release

Ignite Full Release

School Portals

Student Success Upgrades

Portal Embeds

Alumni Relations Upgrades

UI Streamlining, Stability & Performance Upgrades

Continual Feature Expansion & Improvements

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Marketing, past, present and future is about people, always has and always will be. It is one of the most human professions in the world.

– Marc Pritchard, CMO P&G

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Thank you!

element451.com

Ardis Kadiu

ardis@element451.com

Ty Fujimura

ty@element451.com

Eric Range

eric.range@element451.com

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Questions?

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Thank you!

Ardis Kadiu

Founder + CEO �Element451

Ty Fujimura

Chief Product Officer �Element451

Eric Range

Vice President, Product �Element451