CSU Transfer Planner Quick Start Guide

What is CSU Transfer Planner?

The CSU Transfer Planner is a tool where students and universities can track a student's progress toward transferring into one of the 23 California State Universities. The CSU Transfer Planner has two portals: a Student Portal and a University Portal. In the Student Portal, students can enter their community colleges, enroll in a Transfer Success Pathway (TSP) agreement, and view program requirements and prerequisites. In the University Portal, you can review TSP agreement requests, update eligibility for TSP, and communicate with students.

What is a Transfer Success Pathway (TSP)?

The Transfer Success Pathway (TSP) is the process by which students can enter into an agreement with a California State University (CSU) for later transfer.

What are my next steps?

To successfully get started in CSU Transfer Planner, review the suggested steps and notes.

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 University Portal. How do I find them? You can only view students enrolled in one of your TSP-eligible programs or students that have followed your program. Can I extend the TSP enrollment deadline if I have spots open? No. Students must enroll in a TSP agreement between August 1 – September 30. When can students enter their coursework into CSU Transfer Planner Student Portal? As of January 4, 2024, students can enter coursework into the portal. 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. How many TSP agreements do you recommend I have at my university? If you are a non-impacted university or program, there should be no limit to the number of TSP agreements. If your university is impacted or has impacted/high-demand programs, you'll want to limit TSP agreements to the number of students needed for enrollment. Be sure to include an annual melt rate since only 2% of students intending to transfer do so in two years. 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 2023, or took a gap year in 2022. 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 do I update a TSP articulation agreement? TSP articulation agreements are pulled directly from ASSIST. Contact your Articulation Officer to make changes to ASSIST. CSU Transfer Planner will update articulation agreements each year. I placed a student in an incorrect TSP status. How do I fix that? You can move a student from Enrolled Reviewed to any other TSP status. If you placed a student in a Revoked status and want to move them to another status, contact support. Can students see the comments I enter on their profile? No, students cannot see any comments. Other users with your program in the University 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. How quickly must I review new TSP enrollments and release requests? You must review new TSP enrollments and release students from requests (if applicable) within 3-5 business days. This gives students time to finalize their enrollment with your program or research new 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 University Portal. How do I find them?: You can only view students enrolled in one of your TSP-eligible programs or students that have followed your program.

Can I extend the TSP enrollment deadline if I have spots open?: No. Students must enroll in a TSP agreement between August 1 – September 30.

When can students enter their coursework into CSU Transfer Planner Student Portal?: As of January 4, 2024, students can enter coursework into the portal.

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.

How many TSP agreements do you recommend I have at my university?

If you are a non-impacted university or program, there should be no limit to the number of TSP agreements.

If your university is impacted or has impacted/high-demand programs, you'll want to limit TSP agreements to the number of students needed for enrollment. Be sure to include an annual melt rate since only 2% of students intending to transfer do so in two years.

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 2023, or took a gap year in 2022. 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 do I update a TSP articulation agreement?: TSP articulation agreements are pulled directly from ASSIST. Contact your Articulation Officer to make changes to ASSIST. CSU Transfer Planner will update articulation agreements each year.

I placed a student in an incorrect TSP status. How do I fix that?: You can move a student from Enrolled Reviewed to any other TSP status. If you placed a student in a Revoked status and want to move them to another status, contact support.

Can students see the comments I enter on their profile?: No, students cannot see any comments. Other users with your program in the University 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.

How quickly must I review new TSP enrollments and release requests?: You must review new TSP enrollments and release students from requests (if applicable) within 3-5 business days. This gives students time to finalize their enrollment with your program or research new 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.