Release 7 – August 2, 2026

Transfer Planner Enhancements

The following enhancements are now available in CSU Transfer Planner Student and Campus (i.e., University and Community College) Portals. If you have any questions about these features, contact a member of your account team or support.

CSU Transfer Planner Campus (i.e., University and Community College) Portals are built upon the Liaison Outcomes product, and so where you see "Outcomes" listed below, it applies to CSU Transfer Planner as well.

Disclaimer: on rare occasions, a new feature or enhancement may be moved to a future release or otherwise subject to change.

New Marketing Dashboard: Sending Metrics and Engagement

Starting August 9, this enhancement is automatically available for use by all CASs and participating programs. No action is required on the part of any association, school, or program. Contact a member of your account team for more information.

Outcomes now has a Sending Activity & Engagement dashboard in the Marketing section. This dashboard provides a centralized view of marketing campaign performance across email, text messaging, and voice campaigns.

With the new dashboard, you can:

• Monitor campaign sending and engagement trends.
• Review key metrics like emails sent, delivered, opened, failed, etc.
• Identify underperforming campaigns.

The dashboard also includes a detailed reporting table that breaks down metrics by campaign track, helping users investigate delivery or engagement issues more efficiently.

Note that the dashboard reporting uses data beginning from April 12, 2026.

Additional Ability to Segment Contacts Using Touchpoints

Starting August 9, this enhancement is automatically available for use by all CASs and participating programs. No action is required on the part of any association, school, or program. Contact a member of your account team for more information.

Outcomes now allows users to leverage touchpoints directly within the Segment Builder, making it easier to identify and report on contacts and applications based on key interactions throughout the student journey. Highlights of this enhancement include:

• The ability to filter contacts and applications by touchpoint activity, including:
  • Marketing emails, text messages, and voice messages
  • Event registrations and check-ins
  • Inquiry form submissions
  • Application starts
  • Application stage and phase changes
• The ability to further refine segments using:
  • Touchpoint actions (e.g., Delivered, Opened, Registered)
  • Campaigns and tracks
  • Individual communication items
  • Custom date ranges

These enhancements give you greater visibility into engagement trends and make it easier to build targeted audiences for reporting, outreach, and enrollment analysis.