CSU Transfer Planner Quick Start Guide

What is CSU Transfer Planner?

The CSU (California State University) Transfer Planner is a tool designed to assist students in planning their transfer from a California community college to a CSU campus. California Community Colleges and CSU universities can also track a student's progress toward transfer.

The CSU Transfer Planner has two portals: a Student Portal and a Community College Portal. The Student Portal allows students to track coursework, view articulation agreements, view program requirements and prerequisites, and enroll in a Transfer Success Pathway (TSP) agreement. The Community College Portal allows you to review a student's entered coursework, TSP agreements, and TSP eligibility, and communicate with students.

What is a Transfer Success Pathway (TSP)?

The Transfer Success Pathway (TSP) is an agreement between a student and a CSU campus that guarantees admission into a degree program.

Frequently Asked Questions (FAQs)

TSP and Student Portal	Managing TSP Agreements	Emailing Students
I'm looking for a student, but they don't appear in the Community College Portal. How do I find them? You can only view students who have listed your community college in their Student Portal account. Do all 23 universities have to offer TSP agreements? Yes. However, the number of programs available is decided by each university. According to 2021 Higher Education Trailer Bill (AB 132) and subsequent education code, all universities must participate in TSP. What does it mean if a student is marked as TSP eligible? A TSP-eligible student means they left or graduated from high school in 2024, or took a gap year in 2023. These students are true first-time freshmen/first-year students and have not completed any college coursework. They can enter into a TSP agreement.	How are TSP articulation agreements generated? TSP articulation agreements are pulled directly from ASSIST. Can students see the comments I enter on their profile? No, students cannot see any comments. Other users with your program in the Community College Portal can view your comments. If a university marks a student as ineligible for TSP, can they enroll in one of my TSP-eligible programs? No. Once a university marks a student as ineligible for TSP, they cannot enroll in any other CSU university's TSP-eligible program. Students who aren't eligible for TSP can still use the CSU Transfer Planner Student Portal to learn more about CSU universities and programs. If a student enrolls in a TSP program, can they enroll with another TSP program later? Students can only be enrolled in one TSP program. They must request to be removed from enrollment. If the program releases them from the agreement and the TSP enrollment period is still open, the student can enter into a TSP agreement with another program.	What is the difference between a triggered and scheduled track in Marketing Campaigns? Scheduled Tracks send each tier's messages at their predetermined date and time. Triggered tracks start sending your Tier 1 message at your specified date and time, then send your following tiers' messages the desired number of days after the previous tier's message was received. How does Segment filtering work in Marketing Campaigns? When you create a Campaign, you indicate which Segment the Campaign is targeted for. This means that the marketing items are only sent to contacts in this segment. A secondary segment can be assigned to each item in the campaign. If another segment is applied, this means that only contacts found in both Segments will receive that item.

TSP and Student Portal

Managing TSP Agreements

Emailing Students

I'm looking for a student, but they don't appear in the Community College Portal. How do I find them?: You can only view students who have listed your community college in their Student Portal account.

Do all 23 universities have to offer TSP agreements?: Yes. However, the number of programs available is decided by each university. According to 2021 Higher Education Trailer Bill (AB 132) and subsequent education code, all universities must participate in TSP.

What does it mean if a student is marked as TSP eligible?: A TSP-eligible student means they left or graduated from high school in 2024, or took a gap year in 2023. These students are true first-time freshmen/first-year students and have not completed any college coursework. They can enter into a TSP agreement.

How are TSP articulation agreements generated?: TSP articulation agreements are pulled directly from ASSIST.

Can students see the comments I enter on their profile?: No, students cannot see any comments. Other users with your program in the Community College Portal can view your comments.

If a university marks a student as ineligible for TSP, can they enroll in one of my TSP-eligible programs?

No. Once a university marks a student as ineligible for TSP, they cannot enroll in any other CSU university's TSP-eligible program.

Students who aren't eligible for TSP can still use the CSU Transfer Planner Student Portal to learn more about CSU universities and programs.

If a student enrolls in a TSP program, can they enroll with another TSP program later?

Students can only be enrolled in one TSP program. They must request to be removed from enrollment.

If the program releases them from the agreement and the TSP enrollment period is still open, the student can enter into a TSP agreement with another program.

What is the difference between a triggered and scheduled track in Marketing Campaigns?: Scheduled Tracks send each tier's messages at their predetermined date and time. Triggered tracks start sending your Tier 1 message at your specified date and time, then send your following tiers' messages the desired number of days after the previous tier's message was received.

How does Segment filtering work in Marketing Campaigns?: When you create a Campaign, you indicate which Segment the Campaign is targeted for. This means that the marketing items are only sent to contacts in this segment. A secondary segment can be assigned to each item in the campaign. If another segment is applied, this means that only contacts found in both Segments will receive that item.