CSU Transfer Planner Help Center
Welcome to the CSU Transfer Planner Help Center
- Getting Started with Your CSU Transfer Planner Account
- Learn about CSU Transfer Planner and access customer service information.
- Creating and Managing Your CSU Transfer Planner Account
- Create an account, sign into an existing account, or reset your password.
- CSU Transfer Planner Configuration Portal
- For University Portal users only, learn how to use the Configuration Portal to customize your program in CSU Transfer Planner.
- Managing Transfer Success Pathway Agreements
- Review and manage Transfer Success Pathway (TSP) agreements between your program and transfer students.
- Navigating CSU Transfer Planner
- Get started using CSU Transfer Planner and managing your program users.
- Managing Contacts
- Learn how to create, group, and manage your students.
- Corresponding with Students
- Learn how to create, manage, and track email messages and campaigns.
- Working with Analytics
- Learn how to build reports and pull information out of CSU Transfer Planner.
- Release Notes
- Release notes provide a summary of enhancements and new features that are made available in CSU Transfer Planner.