CSU Transfer Planner Community College Portal
Welcome to the CSU Transfer Planner Community College Help Center!
Just getting started?
Set up your account
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Any questions?
Review our Quick Start Guide
or
contact customer service
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Getting Started with Your CSU Transfer Planner Account
Learn about CSU Transfer Planner and access customer service information.
CSU Transfer Planner Quick Start Guide
CSU Transfer Planner Customer Service
Creating and Managing Your CSU Transfer Planner Account
Create an account, sign into an existing account, or reset your password.
Accessing CSU Transfer Planner
Reseting a CSU Transfer Planner Password
Managing Your Account
CSU Transfer Planner Technical Requirements & Accessibility
Managing Transfer Success Pathway Agreements
Review and manage Transfer Success Pathway (TSP) agreements between your program and transfer students.
What is Transfer Success Pathway (TSP)?
Navigating CSU Transfer Planner
Get started using CSU Transfer Planner and managing your program users.
Navigating the Dashboard
Managing Roles
Managing Tasks
Reviewing Your Activity
Managing Contacts
Learn how to create, group, and manage your students.
Navigating the Contact Grid
Searching for Contacts
Navigating a Contact Record
Working with Contact Segments
Corresponding with Students
Learn how to create, manage, and track email messages and campaigns.
Sending Quick Messages
Working with Campaigns
Managing Email Templates
Working with Analytics
Learn how to build reports and pull information out of CSU Transfer Planner.
Configuring Reports
Accessing Exports
Configuring Export Destinations
Release Notes
Release notes provide a summary of enhancements and new features that are made available in CSU Transfer Planner.
2025 Release Notes
2024 Release Notes