Enrollment Management CRM Training

STUDENT RECORD NAVIGATION

Understanding where to find information for a student takes time. Join this live, workshop style session for a facilitated guide through student records and objects. This session is ideal for frequent users of the system.

At the end of the session, the goal is for users to meet the following "intermediate" competencies: 1) locate, review, and resend email capaign broadcasts from Individual Email Results, 2) find and view enrollment history records (i.e. transcripts), 3) find and view test score records (i.e. AP, CLEP, SAT, ACT, GRE, etc.), 3) create one-off activity histories to record outreach activities, and 4) create, edit, and review tasks (i.e. open activities).

REPORTS, VIEWS, AND DASHBOARDS

There are multiple reporting, views, and dashboard sessions to meet the variety of reporting needs. Sessions are organized by recruitment reporting (to point of application), application reporting (application submission to decision), next steps/yield reporting (post-admission), and communication reporting. The base information will the same in each session, but the focus of discussion and examples will be tailored to the specific subject.

These sessions meet the competencies: 1) create, edit, and run reports and 2) create, edit, and run dashboards.

In-Person Sessions

Available for registration once room is confirmed. 

Virtual Sessions

STUDENT RECORD NAVIGATION

Understanding where to find information for a student takes time. Join this live, workshop style session for a facilitated guide through student records and objects. This session is ideal for frequent users of the system.

At the end of the session, the goal is for users to meet the following "intermediate" competencies: 1) locate, review, and resend email capaign broadcasts from Individual Email Results, 2) find and view enrollment history records (i.e. transcripts), 3) find and view test score records (i.e. AP, CLEP, SAT, ACT, GRE, etc.), 3) create one-off activity histories to record outreach activities, and 4) create, edit, and review tasks (i.e. open activities).

Reports, Views, and Dashboards

There are multiple reporting, views, and dashboard sessions to meet the variety of reporting needs. Sessions are organized by recruitment reporting (to point of application), application reporting (application submission to decision), next steps/yield reporting (post-admission), and communication reporting. The base information will the same in each session, but the focus of discussion and examples will be tailored to the specific subject.

These sessions meet the competencies: 1) create, edit, and run reports and 2) create, edit, and run dashboards.

In-Person Sessions

Virtual Sessions

Email Templates and Campaigns

This session provides a facilitated guide through the TargetX email builder and campaigns. Participants will be guided through pre-planned scenario-based exercises and is tailored to users who are responsible for creating, scheduling, and monitoring their own email campaigns. It is highly encouraged that participants feel confident in their ability to build reports for recruitment, applications, and events prior to attending this session.

At the conclusion of this session, users will have the knowledge necessary to meet the following "intermediate" competencies: create, schedule, and send emails through TargetX campaign builder, add images to the Email Image Library, and deactivate unused campaigns, images, and templates.

In-Person Sessions

• January 25, 2024 at 2 p.m.
• February 22, 2024 at 2 p.m.
• March 21, 2024 at 2 p.m.

Virtual Sessions

• January 10, 2024 at 9 a.m.
• February 15, 2024 at 9 a.m.
• April 18, 2024 at 9 a.m.

Event Foundations

Full event management with only a few clicks! This course will highlight the basics for creating an event with in the TargetX event module and guide participants through event registration. By the end of the session, users will have knowledge to build the following competencies: 1) create and edit events, and 2) maximize use of the event module.

Users attending this session may also find the email templates and campaign session helpful.

In-Person Sessions

• January 24, 2024 at 10:30 a.m.
• February 21, 2024 at 9 a.m.

Virtual Sessions

• January 11, 2024 at 9 a.m.
• March 5, 2024 at 9 a.m.

Telemarketing Module

Quickly call students and log the activity on a student record with minimal clicks. The telemarketing module is a time-saving tool for those calling their prospective students. There are two types of sessions for the telemarketing module: Using the Telemarketing Module and Building Telemarketing Campaigns. 

In-Person Sessions

Virtual Sessions

Student Record Navigation

Understanding where to find information for a student takes time. Join this live, workshop style session for a facilitated guide through student records and objects. This session is ideal for frequent users of the system.

At the end of the session, the goal is for users to meet the following "intermediate" competencies: 1) locate, review, and resend email capaign broadcasts from Individual Email Results, 2) find and view enrollment history records (i.e. transcripts), 3) find and view test score records (i.e. AP, CLEP, SAT, ACT, GRE, etc.), 3) create one-off activity histories to record outreach activities, and 4) create, edit, and review tasks (i.e. open activities).

Reports, Views, and Dashboards

There are multiple reporting, views, and dashboard sessions to meet the variety of reporting needs. Sessions are organized by recruitment reporting (to point of application), application reporting (application submission to decision), next steps/yield reporting (post-admission), and communication reporting. The base information will the same in each session, but the focus of discussion and examples will be tailored to the specific subject.

These sessions meet the competencies: 1) create, edit, and run reports and 2) create, edit, and run dashboards.

In-Person Sessions

Virtual Sessions

Email Templates and Campaigns

This session provides a facilitated guide through the TargetX email builder and campaigns. Participants will be guided through pre-planned scenario-based exercises and is tailored to users who are responsible for creating, scheduling, and monitoring their own email campaigns. It is highly encouraged that participants feel confident in their ability to build reports for recruitment, applications, and events prior to attending this session.

At the conclusion of this session, users will have the knowledge necessary to meet the following "intermediate" competencies: create, schedule, and send emails through TargetX campaign builder, add images to the Email Image Library, and deactivate unused campaigns, images, and templates.

In-Person Sessions

• January 25, 2024 at 2 p.m.
• February 22, 2024 at 2 p.m.
• March 21, 2024 at 2 p.m.

Virtual Sessions

• January 10, 2024 at 9 a.m.
• February 15, 2024 at 9 a.m.
• April 18, 2024 at 9 a.m.

Event Foundations

Full event management with only a few clicks! This course will highlight the basics for creating an event with in the TargetX event module and guide participants through event registration. By the end of the session, users will have knowledge to build the following competencies: 1) create and edit events, and 2) maximize use of the event module.

Users attending this session may also find the email templates and campaign session helpful.

In-Person Sessions

• January 24, 2024 at 10:30 a.m.
• February 21, 2024 at 9 a.m.

Virtual Sessions

• January 11, 2024 at 9 a.m.
• March 5, 2024 at 9 a.m.

Telemarketing Module

Quickly call students and log the activity on a student record with minimal clicks. The telemarketing module is a time-saving tool for those calling their prospective students. There are two types of sessions for the telemarketing module: Using the Telemarketing Module and Building Telemarketing Campaigns. 

In-Person Sessions

Virtual Sessions

Signal Vine Texting 

Participants seeking training on the Signal Vine tool should contact the program manager within their unit.

STUDENT RECORD NAVIGATION

Understanding where to find information for a student takes time. Join this live, workshop style session for a facilitated guide through student records and objects. This session is ideal for frequent users of the system.

At the end of the session, the goal is for users to meet the following "intermediate" competencies: 1) locate, review, and resend email capaign broadcasts from Individual Email Results, 2) find and view enrollment history records (i.e. transcripts), 3) find and view test score records (i.e. AP, CLEP, SAT, ACT, GRE, etc.), 3) create one-off activity histories to record outreach activities, and 4) create, edit, and review tasks (i.e. open activities).

Other Training Needs

Users in these specific roles typically have their own robust training within their department(s). Please schedule an appointment with the CRMS Project/Training Specialist if there is need for individual coaching. 

Each academic program sets up their own file review a little differently from one another. Start with the program coordinator or staff member in the appropriate admission unit for inital assistance. Additional questions can be addressed through an individual appointment with the CRMS Project/Training Specialist.

STUDENT RECORD NAVIGATION

Understanding where to find information for a student takes time. Join this live, workshop style session for a facilitated guide through student records and objects. This session is ideal for frequent users of the system.

At the end of the session, the goal is for users to meet the following "intermediate" competencies: 1) locate, review, and resend email capaign broadcasts from Individual Email Results, 2) find and view enrollment history records (i.e. transcripts), 3) find and view test score records (i.e. AP, CLEP, SAT, ACT, GRE, etc.), 3) create one-off activity histories to record outreach activities, and 4) create, edit, and review tasks (i.e. open activities).

Reports, Views, and Dashboards

There are multiple reporting, views, and dashboard sessions to meet the variety of reporting needs. Sessions are organized by recruitment reporting (to point of application), application reporting (application submission to decision), next steps/yield reporting (post-admission), and communication reporting. The base information will the same in each session, but the focus of discussion and examples will be tailored to the specific subject.

These sessions meet the competencies: 1) create, edit, and run reports and 2) create, edit, and run dashboards.

In-Person Sessions

Virtual Sessions

Email Templates and Campaigns

This session provides a facilitated guide through the TargetX email builder and campaigns. Participants will be guided through pre-planned scenario-based exercises and is tailored to users who are responsible for creating, scheduling, and monitoring their own email campaigns. It is highly encouraged that participants feel confident in their ability to build reports for recruitment, applications, and events prior to attending this session.

At the conclusion of this session, users will have the knowledge necessary to meet the following "intermediate" competencies: create, schedule, and send emails through TargetX campaign builder, add images to the Email Image Library, and deactivate unused campaigns, images, and templates.

In-Person Sessions

• January 25, 2024 at 2 p.m.
• February 22, 2024 at 2 p.m.
• March 21, 2024 at 2 p.m.

Virtual Sessions

• January 10, 2024 at 9 a.m.
• February 15, 2024 at 9 a.m.
• April 18, 2024 at 9 a.m.

STUDENT RECORD NAVIGATION

Understanding where to find information for a student takes time. Join this live, workshop style session for a facilitated guide through student records and objects. This session is ideal for frequent users of the system.

At the end of the session, the goal is for users to meet the following "intermediate" competencies: 1) locate, review, and resend email capaign broadcasts from Individual Email Results, 2) find and view enrollment history records (i.e. transcripts), 3) find and view test score records (i.e. AP, CLEP, SAT, ACT, GRE, etc.), 3) create one-off activity histories to record outreach activities, and 4) create, edit, and review tasks (i.e. open activities).

Reports, Views, and Dashboards

There are multiple reporting, views, and dashboard sessions to meet the variety of reporting needs. Sessions are organized by recruitment reporting (to point of application), application reporting (application submission to decision), next steps/yield reporting (post-admission), and communication reporting. The base information will the same in each session, but the focus of discussion and examples will be tailored to the specific subject.

These sessions meet the competencies: 1) create, edit, and run reports and 2) create, edit, and run dashboards.

In-Person Sessions

Virtual Sessions

Email Templates and Campaigns

This session provides a facilitated guide through the TargetX email builder and campaigns. Participants will be guided through pre-planned scenario-based exercises and is tailored to users who are responsible for creating, scheduling, and monitoring their own email campaigns. It is highly encouraged that participants feel confident in their ability to build reports for recruitment, applications, and events prior to attending this session.

At the conclusion of this session, users will have the knowledge necessary to meet the following "intermediate" competencies: create, schedule, and send emails through TargetX campaign builder, add images to the Email Image Library, and deactivate unused campaigns, images, and templates.

In-Person Sessions

• January 25, 2024 at 2 p.m.
• February 22, 2024 at 2 p.m.
• March 21, 2024 at 2 p.m.

Virtual Sessions

• January 10, 2024 at 9 a.m.
• February 15, 2024 at 9 a.m.
• April 18, 2024 at 9 a.m.

Event Foundations

Full event management with only a few clicks! This course will highlight the basics for creating an event with in the TargetX event module and guide participants through event registration. By the end of the session, users will have knowledge to build the following competencies: 1) create and edit events, and 2) maximize use of the event module.

Users attending this session may also find the email templates and campaign session helpful.

In-Person Sessions

• January 24, 2024 at 10:30 a.m.
• February 21, 2024 at 9 a.m.

Virtual Sessions

• January 11, 2024 at 9 a.m.
• March 5, 2024 at 9 a.m.

Telemarketing Module

Quickly call students and log the activity on a student record with minimal clicks. The telemarketing module is a time-saving tool for those calling their prospective students. There are two types of sessions for the telemarketing module: Using the Telemarketing Module and Building Telemarketing Campaigns. 

In-Person Sessions

Virtual Sessions

STUDENT RECORD NAVIGATION

Understanding where to find information for a student takes time. Join this live, workshop style session for a facilitated guide through student records and objects. This session is ideal for frequent users of the system.

At the end of the session, the goal is for users to meet the following "intermediate" competencies: 1) locate, review, and resend email capaign broadcasts from Individual Email Results, 2) find and view enrollment history records (i.e. transcripts), 3) find and view test score records (i.e. AP, CLEP, SAT, ACT, GRE, etc.), 3) create one-off activity histories to record outreach activities, and 4) create, edit, and review tasks (i.e. open activities).

Reports, Views, AND Dashboards

There are multiple reporting, views, and dashboard sessions to meet the variety of reporting needs. Sessions are organized by recruitment reporting (to point of application), application reporting (application submission to decision), next steps/yield reporting (post-admission), and communication reporting. The base information will the same in each session, but the focus of discussion and examples will be tailored to the specific subject.

These sessions meet the competencies: 1) create, edit, and run reports and 2) create, edit, and run dashboards.

In-Person Sessions

Virtual Sessions

Email Templates and Campaigns

This session provides a facilitated guide through the TargetX email builder and campaigns. Participants will be guided through pre-planned scenario-based exercises and is tailored to users who are responsible for creating, scheduling, and monitoring their own email campaigns. It is highly encouraged that participants feel confident in their ability to build reports for recruitment, applications, and events prior to attending this session.

At the conclusion of this session, users will have the knowledge necessary to meet the following "intermediate" competencies: create, schedule, and send emails through TargetX campaign builder, add images to the Email Image Library, and deactivate unused campaigns, images, and templates.

In-Person Sessions

• January 25, 2024 at 2 p.m.
• February 22, 2024 at 2 p.m.
• March 21, 2024 at 2 p.m.

Virtual Sessions

• January 10, 2024 at 9 a.m.
• February 15, 2024 at 9 a.m.
• April 18, 2024 at 9 a.m.

Event Foundations

Full event management with only a few clicks! This course will highlight the basics for creating an event with in the TargetX event module and guide participants through event registration. By the end of the session, users will have knowledge to build the following competencies: 1) create and edit events, and 2) maximize use of the event module.

Users attending this session may also find the email templates and campaign session helpful.

In-Person Sessions

• January 24, 2024 at 10:30 a.m.
• February 21, 2024 at 9 a.m.

Virtual Sessions

• January 11, 2024 at 9 a.m.
• March 5, 2024 at 9 a.m.

Telemarketing Module

Quickly call students and log the activity on a student record with minimal clicks. The telemarketing module is a time-saving tool for those calling their prospective students. There are two types of sessions for the telemarketing module: Using the Telemarketing Module and Building Telemarketing Campaigns. 

In-Person Sessions

Virtual Sessions

Signal Vine Texting 

Participants seeking training on the Signal Vine tool should contact the program manager within their unit.

Let us come to you! Every student employee's role is a little different. Basics and Beyond Basics are great places for your students to start. For intermediate sessions, supervisors should contact our CRMS Project/Training Specialist to develop sessions that specificially fit the needs of your students and the expectations of their role. Prior customized student training sessions included: use of the telemarketing module, navigating the event module for student check-in, logging activity histories, and assigning tasks for professional staff.

Our goal is to help you access the data you need, when you need it. Please select a time with our CRMS Project/Training Specialist to set up a time to meet 1:1 to discuss a project and/or training plan that works best for you.