Follow Up, or Fail


by Woody Woodcock, Guest Blogger

Have you ever met someone who didn’t remember you? Did you ever have that girl or guy who introduced themselves to you over and over again in college, but you still couldn’t remember their name? There are times when I attend a conference or run into someone and I just can’t place their name. Usually, I am quick to say “would you tell me your name again?” before moving on in our conversation. Most of the time, people don’t mind if you’re honest (and don’t make it a habit). Whenever this happens to me, I make a special mental note to remember their name for our next encounter.

This week at the University of Michigan, something similar happened. This time, the consequences were more detrimental. If you haven’t read about it yet, check out the ESPN story. It was really easy for me to instantly connect this disappointing story to countless others in the fraternity recruitment process when it comes to retaining recruits and new members. Here are two key quotes from that article that are alarming:

“I do not know which recruit they were talking to, but it was not me. It was just a little heartbreaking, for me to supposedly be so high on their list, for them to confuse me with someone else.”


“Plus, they spelled both of my names wrong after I told them, but that was not the main issue. I guess they do not have tabs on me.”

Consider this: if someone is high up on your prospect list, and you spell their name wrong or confuse them for another PNM, how could you expect them to want to join your chapter? As a recruitment leader, you’re expected to be excellent at managing the details. Something little like taking the extra time to get someone’s name right can go a long way toward helping them feel like they are genuinely cared for. Our sister company, Phired Up, even conducted retention research that showed members leave organizations when they don’t believe people truly care for them.

There’s a difference between rush and recruitment. In “rush”, you’re likely rushing the process along to get as many members as you can. When you rush, you likely lose track of important details. Recruitment, on the other hand, is a well planned and consistent effort that helps you get to know PNMs on a deep, authentic level. ChapterBuilder can help you keep your important recruitment details organized so you can be intentional in your pursuit of building relationships. We recommend using ChapterBuilder to help make the details easy for you! Here are just a few things you can do:

  • Create a daily time to review and update your ChapterBuilder account
  • Track who attends your events and who you’ve contacted (calls, texts, and what their replies were) with ChapterBuilder notes and tags
  • Spot-check at least 5 – 7 PNM profiles to ensure that your recruitment team is doing a solid job of being systematic and taking good notes
  • If you discover that information is missing or not up-to-date, work with your recruitment team to help fix that right away!
  • Discuss the ESPN article with your recruitment team to help illustrate the importance of genuinely caring for each of your recruits individually

I’ve worked on dozens of expansions and with hundreds of fraternity chapters across the country, and I’ve learned an important lesson: if you don’t follow up in a meaningful way, you will fail in your recruitment and retention efforts. You have an incredible opportunity to help bring the gift of fraternity to many new members, and you have the tools at your disposal to make it easier and more organized than ever.

If you think you’ve got some recruits who might be on the edge of making a decision to go elsewhere, redouble your efforts to get to know them even better. Learn who else is helping them to make their decision by asking them about the people in their life who they care deeply about, and the people who care deeply about them. Don’t let another team gain your recruit because you squandered your opportunity to make them feel like they matter! Recruitment technology like ChapterBuilder can keep you organized and on track, but the real recruitment work comes down to the quality of the relationships you build.


Alpha Tau Omega Provides ChapterBuilder Technology to 100% of Chapters Beginning Fall 2016

Contact: Gretchen Foran
Alpha Tau Omega Provides ChapterBuilder Technology to 100% of Chapters Beginning Fall 2016
Charlotte, NC – Alpha Tau Omega (ATO) announced that all 144 chapters of the fraternity would adopt ChapterBuilder as their year-round recruitment technology. This makes ATO the first large national fraternity to give the recruitment tool to 100% of its chapters.
“ATO makes data-driven decisions,” said RJ Taylor, ATO’s Director of Growth. “The data shows that ATO chapters using ChapterBuilder recruited 1.2 to 1.8 additional members each of the last 2 years compared to chapters that did not use the technology.  There’s clear ROI. That’s a lot of lives changed by ATO that wouldn’t otherwise have been. Results are the main reason we made this decision, but not the only reason.  We’re also using the technology to execute industry-first marketing initiatives to non-Greek men who share ATO’s core values.  Fraternity recruitment is changing rapidly and ATO is committed to being a leader in the interfraternal world.”
ChapterBuilder was officially launched publicly one year ago this week. The description of the technology on the website (www.ChapterBuilder.com) reads, “ChapterBuilder brings potential new members to you, alerts you when it’s time to follow up, gets all your members and advisors involved, keeps recruitment organized, and even provides real-time analytics to make your recruitment process smarter than ever!” Within the first year of public availability, an estimated 40% of all fraternity chapters in North America have created an account. To further underscore the impact of this technology, 800,000 potential new member profiles have been created by ChapterBuilder users.
ATO was an early adopter of ChapterBuilder – participating in the beta tests and pre-launch trial phases of the software’s development. For the last two years the organization sponsored 30 account subscriptions for select pilot chapters.
Josh Orendi, co-Owner of TechniPhi – the company behind ChapterBuilder – said, “There is no such thing as creating a championship team from a sign-up sheet.  And, we cannot expect chapter leaders to recruit higher quality men until we provide them with higher quality tools to do so.  Spreadsheets are dead.”  Orendi continued by praising ATO, “ATO understands that the quality of a fraternity is most greatly influenced by the quality of the men it recruits. This move by ATO to give ChapterBuilder to every chapter just put them in the pole position of recruitment on 144 college campuses.”
“Fraternity is an old business that can be slow to change and reluctant to implement organization wide initiatives.  Alpha Tau Omega is breaking the mold,” said Jessica Gendron Williams, TechniPhi’s CEO. “ATO isn’t afraid to innovate.  Their early partnership with TechniPhi gave them a strong voice that influenced what ChapterBuilder has become. I’m thrilled to expand our partnership to provide standard level ChapterBuilder subscriptions to every ATO chapter in the nation.”
The announcement about ChapterBuilder comes during an exciting week for ATO. Over 500 members are gathering together for the organization’s biennial ATO Congress, taking place in Charlotte, North Carolina this year. Chapters will learn how ATO is combining ChapterBuilder technology, advanced recruitment education, and highly innovative growth-focused marketing initiatives to help make recruitment easier and more effective for all its chapters and expansion projects.
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About TechniPhi: TechniPhi helps fraternities and sororities grow through innovative technologies. We believe in fraternities and sororities. We believe that fraternities and sororities change the world – for the better – every day. We believe that fraternities and sororities help people become the best version of themselves. We believe that fraternities and sororities matter – matter to people, communities, and the world. We believe that more people in fraternities and sororities = a better world.  www.TechniPhi.com

TechniPhi Welcomes New Mobile Developer and Account Managers



Contact: Jessica Gendron Williams

Carmel, Ind. — TechniPhi is thrilled to announce that our team is growing with the addition of three new employees.  In March, the TechniPhi team added our first Mobile Developer, Patrick Holloway, who will be focused on developing mobile apps for all of our technologies to better serve the needs of our clients and make our technology more accessible.  In addition to Patrick, TechniPhi also added two new Account Managers, Amanda Wood and Gretchen, both of who will be focused on delivering world-class training, onboarding, customer service and technical support for our growing client base.

“We are beyond excited to welcome all three of them to our TechniPhi team.  We have seen exponential growth across all of our technologies in the last 18 months,” said Jessica Gendron Williams, TechniPhi’s CEO. “Bringing Patrick, Amanda and Gretchen to the team will allow us to continue to create new and innovative technologies while continuing to offer the very best customer experience.”

patrickPatrick Holloway brings five years of experience in mobile app development to the TechniPhi team. Holloway earned his Bachelor’s degree in Computer Engineering from Missouri University of Science and Technology, where he joined Delta Sigma Phi. His unique background as a fraternity man with passion for technology and design helps make Holloway a perfect fit to craft engaging and useful mobile user experiences that help fraternities and sororities accomplish their recruitment goals more efficiently.

“When an organization invests in the right technologies to enhance the services or products they offer, the benefit provided to customers is unparalleled,” said Holloway when asked about the future of recruitment technology. “If we apply this principle to fraternity and sorority growth, technology has the potential to redefine what recruitment means for these organizations.”

amandaAmanda Wood joins us following over five years of experience serving as a staff member in the Fraternity and Sorority Life Office at the University of Alabama. She earned her Bachelor’s degree in Communication from the University of Alabama, where she joined Gamma Phi Beta. Wood has served the TechniPhi team previously in a tech support role part-time, helping to provide assistance to CampusDirector users during the busy fall recruitment season.

“TechniPhi is known for outstanding customer support and individualized client attention, and I am excited to continue helping to grow these efforts,” said Wood regarding her decision to join the TechniPhi team.  “Recruitment technology is essential to fraternity and sorority growth. It provides a collaborative environment between chapter members, campus professionals and prospective members, allowing more time for intentional recruiting and conversation.”

gretchenGretchen Foran earned her Bachelor’s degree in Public Relations from Valparaiso University, where she became a member of Pi Beta Phi. Foran went on to earn her Master’s degree in College Student Personnel Administration from Minnesota State University, Mankato before starting her career as a campus-based professional working with campus life and career development. She joins the TechniPhi team following seven years of experience working for national headquarters organizations like Phi Kappa Theta Fraternity and Alpha Sigma Tau Sorority in the areas of recruitment, extension and programming.

When asked about why she is joining the TechniPhi team, Foran said, “I have had the pleasure of utilizing TechniPhi’s recruitment technologies and know first hand how great the products are. I’m thrilled to be providing exceptional service to clients as they utilize these tools that I know will enhance their recruitment experience.”

To connect with our newest team members, email them at Patrick@TechniPhi.com, Gretchen@TechniPhi.com, and Amanda@TechniPhi.com.


About TechniPhi: TechniPhi helps fraternities and sororities grow through innovative technologies. We believe in fraternities and sororities. We believe that fraternities and sororities change the world – for the better – every day. We believe that fraternities and sororities help people become the best version of themselves. We believe that fraternities and sororities matter – matter to people, communities, and the world. We believe that more people in fraternities and sororities = a better world.

TechniPhi is Hiring an Account Manager!

To apply email your resume and cover letter to ellen@techniphi.com.

TechiPhi Account Manager Position:

The Account Manager will serve as the primary point of contact for training and support for all TechniPhi clients and users. He/She will lead the marketing efforts and social media channels for the company and position him/her self and the company as the industry leader in technology to help fraternity and sorority grow.

The AccountManager reports to the Sales and Marketing Director of TechniPhi. PRIMARY ROLE RESPONSIBILITIES

Communication & Relationships

  • Build and maintain relationships with all existing technology clients and partners.
  • Audit, edit and create world-class on boarding resources for all technology verticals and users.
  • Provide and be available for on site trainings and workshops for current and future clients.
  • Work as a part of TechniPhi team to evaluate clients needs, determine upgrades and future products, and create new ways to help organizations grow through technology.
  • Attend important industry conferences to represent company(s) as needed including but not limited to: AFLV, AFA, FEA, NIC, NPC, PFA.
  • Position yourself and TechniPhi as the industry leader in technology solutions that help fraternities and sororities grow.
  • Build and maintain close working relationships with all staff from PhiredUp, Innova and TechniPhi.
  • Work collaborative to trainandgarnerfeedback from PhiredUp staffon technology solutions.
  • Uphold, at all times, the values, mission and purpose of PhiredUp Productions and it’s subsidiary companies TechniPhi and Innova at all times and in all endeavors.


  • Serve as the primary point of contact for all technology demos, training, and on boarding.
  • Provide technical support to TechniPhi clients and users.
  • Lead the 24-hour technical support during heavy primary recruitment seasons of January, February, August and September.
  • Work with Operations Staff to manage renewals, contracting, and invoicing of clients.
  • Manage the collection of follow-up surveys, product recommendations and upgrade requests.
  • Manage the renewal process for all existing clients and users.

Sales andMarketing

  • Support and participate in the sales processes of the company for new and future clients and products.
  • Work with sales and marketing team to assess client needs, create proposals, and participate in sales meetings/call with future clients.
  • Manage all TechniPhi Social Media channels.
  • Collect and manage the collection of all TechniPhi client testimonials.
  • Oversee the execution of the TechniPhi Marketing Plan

To apply email your resume and cover letter to ellen@techniphi.com.

Explaining ChapterBuilder to Alumni

Your chapter is using ChapterBuilder. Excellent.  You want to explain ChapterBuilder to your alumni volunteers.  Smart.  How do you do that?

This blog will help.

Recruitment changes over time.  That timeline is speeding up.  We’re not surprised when older alumni are a little out of touch, but recruitment technology is changing so fast than even your youngest alumni may give you blank stares when you tell them what you’re doing.

Here five easy steps you can take to introduce ChapterBuilder to alumni members (young and old) so they understand, see the value, and feel included.

1. Explain WHY you are using ChapterBuilder:

“We’re only as good as the people we recruit.  We weren’t meeting or tracking relationships with many of the highest quality students on campus.  Now we are!  ChapterBuilder is the recruitment database, communication, and voting software that helps us produce consistent results.  Spreadsheets are dead.  ChapterBuilder makes us smarter, faster, and more effective at bringing higher quantities of higher quality people into our chapter.”

2. Share DATA points: 

  • ChapterBuilder launched publicly in fall 2015.
  • 40+ national fraternities and sororities are adopting ChapterBuilder.
  • 20,000 people use ChapterBuilder.
  • 1 in every 5 fraternity chapters in the United States is using ChapterBuilder.
  • 30,000 PNM leads were generated into ChapterBuilder accounts — these are high quality, non-Greek students that chapters may not have otherwise met.
  • 275,000 texts and 150,000 emails were sent via ChapterBuilder.  Recruitment is changing.
  • Chapters using ChapterBuilder from Fall 2015 – Fall 2016 added an average of 2 new members more than their prior year average.

3. Let them SEE ChapterBuilder:

  • Watch the teaser video at www.chapterbuilder.com.
  • Show them your ChapterBuilder account and how you use it.

4. Show them how it HELPS THEM as an advisor/alumnus:

  • Alumni registered as a chapter “coach” in ChapterBuilder have access to view the chapter’s account.
  • Coaches can monitor “insights” [show them the insights tab] to see exactly what is going great and to help fix misteps before it’s too late to recover.
  • Coaches receive proactive email communication directly from ChapterBuilder’s “virtual coach.”  They receive analysis, reports, and recommendations that will help them support the year round recruitment of the chapter.
  • Coaches have their own blog site [blog.ChapterBuilder.com] to help them maximize the technology and do their volunteer job at a high level.

5. It’s easy to get trained and GET STARTED:  

  • Sign up for a 20 minute training demo at www.ChapterBuilder.com
  • If appropriate, add alumni as a “team coach” in the “team” tab under settings.

Spreadsheets are dead.  ChapterBuilder is here to stay.  Undergrad feedback has been positive and the data is telling a clear story that its working – this is the future of recruitment.  Smart thinking getting your alumni involved early and often.  These five steps should help you and your alumni members feel confident growing your organization.

We are Growing Together!

The weather is getting colder, which is a perfect time to curl up under a blanket and read this blog about the extraordinary year we’ve had together.

We grew a lot together in 2015! Here are some of the highlights:

You’ll love hearing from these top ChapterBuilder users:

  • Sigma Nu recruits 112 new members at TCU using ChapterBuilder
  • Sigma Pi chapters raving about fast growth using ChapterBuilder
  • The system is incredibly helpful and allows my team to make contact with PNMs in a way that makes sure no one falls through the cracks.
    - Colin Pinkston, Lambda Chi Alpha at Coastal Carolina
  • I have multiple chapters with whom I work. Those chapters actively engaged with ChapterBuilder are experiencing tremendous success with recruitment with many closing in on or reaching campus total. This tool has enabled us to shift from a reactive to a proactive year round recruitment model! ”
    - Cat Aiple Smith, AOII Volunteer

Thank you for trusting us to help your chapter grow last year!

As you start back to school, remember the most successful chapters transition their new officers. We’ve made it easy! Add new officers to your ChapterBuilder account in Settings->Team. Whether officers are new to ChapterBuilder, or ChapterBuilder veterans, have your new officers request-a-demo to see how the best chapters recruit with ChapterBuilder.

We have a lot in store for you in 2016!

- The TechniPhi Team.


You requested it. We developed it. The ChapterBuilder Website Widget is here!!

10 minutes to set up and it’s FREE.

Fraternity and sorority headquarters gather recruitment leads and recommendations from alumni and members — often through the headquarters website. This is a great value for chapters! But, typically there’s a clumsy process involving spreadsheet(s) and a headquarters staff member sending multiple emails to chapter recruitment officers — hoping the chapter will follow up with potential new members.

Introducing the ChapterBuilder Website Widget! A faster, easier, more effective way to share recruitment leads! Place a bit of code on your existing website and ChapterBuilder sends your referrals to the right chapter automatically.

CLICK HERE to see a sample.

Here’s how it works:

In your ChapterBuilder HQ Dashboard -> Feeders section: Customize the form questions. Copy and paste your widget code onto your HQ website. The widget is ready to go! You can customize the form and style the widget button to match your website.

Many of your chapters may already have a ChapterBuilder account. Any leads for those chapters will automatically appear in that chapter’s ChapterBuilder account. Recruitment leaders receive a special notification and ChapterBuilder manages the following up for you.

If a chapter does not have a ChapterBuilder account, no worries! We’ll send the leads to the correct campus professional marked “Exclusively for YOUR ORG.”

Plus, your staff can access the dashboard to see where leads were sent and which PNMs joined.

BONUS: Customize a branded email message to let the PNM know when his/her name is recommended. Send an automated THANK YOU message to the submitter. Both automated messages can be configured to come from a member of your staff.

 Save your staff members time — they will not have to check your online website form any more. Give your chapters a competitive edge — they’ll receive recruitment recommendations automatically. Set up your widget in your ChapterBuilder Dashboard -> Feeders Section. Or call or email David at 314-401-6767 | Lecko@techniphi.com to set up your website widget today.

 Thanks for a asking us to develop this great idea!!


Creating (and using) FORMS is one of the first things you should do inside ChapterBuilder.  These are your recruitment campaigns.  Set up forms once and you’ll almost never need to change it again.  Here are a few reasons to love ChapterBuilder FORMS.

  • You’ll add better PNMs to your list (and more of them).
  • You’ll save a ton of time and energy.
  • You’ll be able to easily track and analyze where every new member came from.

No more note cards or sign-up sheets needed.  No more lost paper and incomplete registrations.  Instead, you have a simple tool that is branded to your organization, customized to gather the information you care about, and electronic so it can be shared/embedded across any platform.

Below is a list of forms every chapter should create today:

Create a “page” not a “group” in Facebook and embed the URL of your form into the “call to action” of the Facebook Page.

Copy and paste the URL for this form into your chapter’s Twitter profile description.  If the URL is too long use www.tinyurl.com to shorten it.

Copy and paste the URL for this form into your chapter’s Instagram profile description.  If the URL is too long use www.tinyurl.com to shorten it.

Chapter Website
Embed the URL for this form into your chapter’s website homepage. Always provide an easy way for visitors of your website to express interest and refer friends.  The new form will do that for you!

National Website
PNM leads and referrals can be redirected to specific chapters’ ChapterBuilder accounts in real time. No more spreadsheets or emailing names with the headquarters staff.  Just contact us to set up this feature for free.

Alumni Email Campaign
Send the form link or embed it in an email campaign asking alumni for referrals.  Tip: Ask the national office for a list of alumni members within a geographic radius of your chapter’s address.  They’ll be able to pull alumni from other chapters that live in your area.  These members should be part of your campaign.

Scholarship Form
Summer scholarships are a popular recruitment strategy of high performing chapters.  Custom forms in ChapterBuilder can replace your standard “sign up / registration / interest form.”

Class of 20xx Facebook Page
Ask the admin of the page if you can embed or pin the link in their Facebook page for a set amount of time.  If not, post the link periodically and recommend that page members get involved on campus.

Marketing Campaign
Beware of spending time and money on fliers, tshirts, banners, chalking, etc that doesn’t result in a new PNM name on your list.  The goal should not be to “get your name out on campus.”   The goal should be to “get their name on your list” so you can get to know them.  Include a form link with ALL your marketing campaigns so people can tell you who they are and recommend friends.

Chapter-to-Chapter Referral
Send a form link to nearby chapters of your organization.  Ask them to do the same.  Your members know people from high school that go to their school.  As do they.  Help each other.

Student Organization Presentations
Create a custom form for EACH organization you are going to present to.

Sorority/Fraternity Presentations
Create a custom form for EACH organization you are going to present to.

RA Referral Request
Create a custom form for RAs to recommend high performing students on their call (and other RAs).  You are most likely to get names of students who are future leaders committed to campus involvement.

Faculty Referrals
Create a custom form for Faculty to recommend high performing students.  You’re most likely to get names of students committed to academic excellence.

Coaches Referral
Create a custom form for Coaches to recommend high performing students.  You’re most likely to get names of students who are athletes and team leaders.

House Tours
Create a custom form for House Tours.  No need for a “sign in book” at the front door anymore.  Instead, every new guest should be welcomed and every tour should begin with a warm welcome simple registration form that feeds your ChapterBuilder account.

Formal Rush
Each “round” of formal rush should have its own form.  Attendees complete the form when they arrive or RSVP.  ChapterBuilder merges the data automatically and compiles which events they previously attended as well as how many different ways the PNM was referred to the chapter.

Information Tables
No more notebook paper and pen.  Use an iPad, mobile phone, computer, etc to display a clean, professional looking form.  Press submit and his info is on your ChapterBuilder account.  The form quickly resets for the next person to enter their information.

Schedule Interviews & Meeting Sign Ups
Use a form to schedule specific interview times, special events, info sessions, etc.

Sports League / Activity Interest Form
Create a custom form to gather names and information of people interested in a specific sport, activity, road trip, tailgate, yoga class, etc.

Study Sessions & Tutor Inquiries
Create a custom form to gather names and information of people looking for tutors and/or study sessions that your chapter/members can host.

Service Project Sign Up
You’re already doing service projects.  Invite others to sign up to join you with a custom form.

High School & Guidance Councilor Solicitations
Create a custom form for high school students to express interest.  Some chapters use the scholarship to do this.  Some build relationships with specific high schools or specific guidance councilors.  Some post to social media and do marketing campaigns that appeal just to high school students and/or their parents.

New Student Orientation
Create a custom form for new student orientation.  See if you can put the link in the program book, add a marketing piece with the link to materials that parents receive, offer an info session about Greek Life for parents and students, use the form at an information table during orientation visits, or share the link in an email follow up to specific students you meet during orientation week(s).

Activities Fair, Quad Day, Involvement Carnival…
Whatever the name, nearly every school has a specific day(s) dedicated to introducing new students to all the clubs and students organizations on campus.  Create a custom form that your chapter uses for this important day.

Membership Interest Form
This is the “long” version.  A form that every PNM will fill out at some point of the recruitment process.  This form asks ALL the important questions you want to know the answer to.  ChapterBuilder will automatically merge this data with the other forms that have been completed so you have a complete profile of every PNM before the bid vote.

Remember, once you create the forms, you’ll have them forever.  They can be edited, but that shouldn’t be necessary unless you want to tweak the language or questions a little.  Having forms created sets the expectation for every Recruitment Leader that comes after you.

Here’s how to create a new form:
Settings > Fields.  Create or activate the “fields” that you want to include in your form.
Leads Generator > Forms.  Click “Create Form.”

Now that you’re using forms to manage your recruitment campaigns, here are a few analytics that you’ll love!

  • Every PNM profile will tell you all the ways (forms) by which a PNM was referred to you.  Look at the PNM profile next to the photograph for “Referrals Source.” Use this data to start a better conversation and know who referred him/her.
  • Insights > Referrals.  ChapterBuilder will show you where all your leads are coming from and which referrals sources are producing new members for your chapter.
  • Search field.  Type in the name of your form and all the PNMs generated from that campaign will pop up in your PNM list.

How to Recruit Members Who Do Service, Make Deans List, and Lead on Campus

Every chapter President dreams of a chapter full of members eager to do community service, fully committed to academic achievement, and deeply involved in key leadership positions on campus. Finding those people is no longer a mystery. They exist. Here’s how…

(Thank you to our friends at Phi Delta Theta for providing an example below.)

Two Reminders:

  1. Understand that many people who “sign up” for Rush or attend a recruitment event on their own are good people, but not necessarily the highest caliber students on campus. They’ve certainly made recruitment easier by showing up and asking for more information, but that doesn’t mean they’re automatically the best of the best for your chapter.
  2. The fastest way to improve the chapter’s GPA is not study tables. Rather, it’s recruiting people with a 3.0+ GPA. The fastest way to get members to do more community service isn’t yelling, fines, and point systems. It’s recruiting people who love doing service. The fastest way to get involved on campus in a meaningful way isn’t to make joining a student organization mandatory for every member, it’s to recruit members who desire or already lead other student organizations.


Create a new “form” inside ChapterBuilder. This will be your Survey that gathers meaningful data pertaining to the type of student you want to recruit and/or the campus event you are attending. This is your reason to engage with a new student, to have a quick, meaningful conversation, and to provide an opportunity for them to easily share their contact information.

Before you create the form, you’ll need to first add the questions you want to ask and information you want to collect into the “PNM Info” section of ChapterBuilder by going to “Settings” then clicking on “Fields.” Then you can select and rearrange the order of these questions when you “Create New Form.”


Below is an example from Phi Delt at Indiana State when they decided to attend the campus Volunteer Fair this week. They created this 6 question form in ChapterBuilder. The link was texted to all members to use at the Volunteer Fair.

Phi Delt did not have a table at the fair. In fact, they weren’t even wearing letters (although they could have). They were students at the Volunteer Fair just like everyone else, but they decided to do a little more with the opportunity by meeting new friends who shared their commitment to serving the Terre Haute, Indiana community.

ChapterBuilder Form Volunteer Fair Indiana State Phi Delta Theta

The members attended the Volunteer Fair, met other non-Greek men who were attending the fair, and asked them if they would participate in a quick Service Survey. 90% of men approached agreed to participate. The brothers typed in answers as he asked the man we was talking to the 6 survey questions above.

Over 80% of the people who participated in the survey said “yes” to being contacted about future opportunities to do service together (see last question). Then, the brothers handed their phones/iPads to the man taking the survey and 100% of them typed in their names and contact info to the form.

At the end of the survey, they pushed “submit” and the name automatically populated Phi Delt’s ChapterBuilder account with Name, Contact Info, and valuable information about what causes and why their new friend is so passionate about community service. Better yet, it opened the door for them to continue talking and building a friendship.

At the Volunteer Fair, not at a Rush Table, is where these men found guys who care deeply about doing community service — 0% of the guys they met had signed up for fraternity recruitment and only 1 person was already in a fraternity.


The same technique can be used to meet students in Academic Buildings, Honor Societies, Scholarship Fairs, etc. Students who attend these activities are already telling you they care about their academics.

The same technique can be used to meet students at Student Government Meetings, Activities Fairs, Involvement Carnivals, in the Student Activities Building, etc. Students who attend these activities/events are already telling you they care about leadership.

If you need help creating the form or using other features inside ChapterBuilder, visit www.ChapterBuilder.com and click “Request a Demo” for a live tutorial.

U of North Dakota Pi Beta Phi Women Succeed with ChapterBuilder

ChapterBuilder is a tool built for year-round, values-based recruitment. So it is no surprise when a sorority chapter committed to “COB” (Continuous Open Bidding) finds success using the tool.

One such chapter, the Pi Beta Phi chatper at the University of North Dakota, shared an anecdote about their COB success.

Pi Beta Phi North Dakota Alpha

“Spring recruitment went amazingly! And we broke a chapter record for the size of our spring recruitment class (also earning the largest spring class campus wide this year and second largest in history!) The work of the whole chapter made it possible, but especially the work of our COB group leaders, who used ChapterBuilder EXTENSIVELY during the winter and spring work to track our top potential recruits and make sure we were following up. It added a huge ease of communication to those leading the charge, as we were able to check in with one another and stay on the same page in between meetings. I can honestly say ChapterBuilder was a game changer and our success was measured in pledged new members! The leadership team feels comfortable with ChapterBuilder (it’s a beautifully designed site!)”

Carrie Sandstrom
Vice President of Membership
ND Alpha Pi Beta Phi