Retention Implementation: Data/Information Imports
The Retention Suite is typically populated with information that originates in one or more of the following information systems:
- Student Information Systems (SIS)
- Learning Management System (LMS)
The minimum recommended information for importing into TargetX Retention CRM includes:
Contact object
- ‘Active Students’ - Bio/Demo information
- Ensure that Contact.Role field gets set to an appropriate value corresponding to a student
- Success Team Members - Bio/Demo information
- Advisors, Faculty/Deans, Coaches
- Ensure that Contact.Role field gets set to an appropriate value corresponding to a staff member/campus professional
Note: Ensure that Contact.Role field gets set to an appropriate value corresponding to a student or staff contacts records.
- Academic Period (Term) LookUp object
- All Terms and related attributes - such as Term Start/End Dates, Registration Start/End Dates
- Academic Profile object
- Student’s Academic Term and related information
- Course object
- Student’s Course information (TargetX Courses object)
- Success Team Members object
- Students to Success Team Members relationships. ie. Advisors, Faculty/Deans, Coaches
- Typically includes a Primary Advisor Relationship
- Note: Primary Success Team Member must be a CRM User - with a valid CRM User license
- Advising object
- ‘Holds’ - such as Financial, Academic, or Judicial flags that typically prevents important institutional activities or registration
Other recommended/common information imports:
- Course Attendance object
- Student’s Absences related to each Course
- Note: Not recommended to import all Attendance information due to storage considerations, but it is possible.
- Activities and Interests object
- Relationships object
- Employer information - related to a CRM Account/Organization
- Other Relationships - to family, friends, etc...
Notes:
- For more a more detailed Retention Data Mapping Workbook, see TargetX Retention Data Mapping Workbook (Template Spring 2016).
- For Banner SIS customers, request more information on TargetX’s pre-built Banner SIS Extract Scripts for Retention (from our partners at SSD Axiom).