Sample Recruitment Suite Training Agenda
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Fundamentals + Contact Management
Introductions/Logging In (10-15 minutes)
CRM Basics (30-40 minutes)
- Overview of the CRM
- Data Hierarchy and Terminology
- Navigating the CRM
- App Launcher
- Search
- Favorites
- General Navigation
- Chatter
- Review Key Fields
- Success Scores
- Review Related Lists
- Success Team
- Events/Appointments
- Activities (Engage Meetings)
- Academic Profile + Courses
- Action Plans
- Advising Records
- Define record types
- Taking Action
- Open/Close Alerts, Referrals, Kudos, Holds
- Advising Notes
Reviewing Related Lists (15-20 minutes)
- Inquiry records
- Event History
- Enrollment History
- Test Record
Application Management
Introductions/Logging In (10-15 minutes)
Application Management (90-100 minutes)
Applications
- Student-Facing Side (start, complete, submit, App Dashboard/Portal)
- Record Anatomy/Navigation (CRM)
- App Supporting Docs (Essay, Enrollment History, etc.)
- Review of Key Fields
- Roll-up fields (if in use)
- Applicant List Views (incl. exercise)
- Checklist Items
- Define Checklist items/When they’re created
- Completing (automatically vs. manually)
- Defining Review Process
- How to find your files (incl. exercise)
- How to read your files (incl. exercise)
Event Management
Introductions/Logging In (10-15 minutes)
Event Management (90-100 minutes)
Registrant Experience
- Public Events Site
- Registration, Confirmation
- Cancellation
- App Dashboard/Portal Review (if using)
Events in the CRM
- Terminology
- Data Architecture
Event Lifecycle
- Event Planning and Creation (incl. exercises)
- Registering Contacts for Events
- Checking in your Registrants
Reports and Dashboards (1 of 2)
Introductions/Logging In (10-15 minutes)
Review (15-20 minutes)
- Review Data Architecture + key objects/ fields
- Review Activity
Reports (60-70 minutes)
- Reports Navigation
- Folder Structure, Favorites, Searching
- Who sees what? How can I share?
- Report Planning
- What’s a report type and why should I care?
- How to identify your report type
- Common Report Types and Use Cases
- Including reports for email campaigns
- Reporting Features
- Filter Logic and grouping data
Dashboards (30-40 minutes)
- Dashboard use cases
- Dashboard navigation + sharing
- Pieces of Dashboards
- Limitations/Governance
Reports (2 of 2)
Introductions/Logging In (10-15 minutes)
Review (15-20 minutes)
- Review Data Architecture + key objects/ fields
- Review Activity
Reports (45-60 minutes)
- Report Planning Exercises
- Report Building Exercise
Broadcast Email
Introductions/Logging In (10-15 minutes)
TargetX Email Management (90 minutes)
- Campaign Builder Navigation
- Template Creation (incl. exercise)
- Relationship to reports
- Conditional Content (incl. exercise)
- Creating Campaigns
- Key Settings
- Scheduling
- Immediate vs. Once
- Updating vs. Stopping and Re-Starting
- Email Data
- Viewing Email Data in CRM
Telecounseling/Telemarketing
Introductions/Logging In (10-15 minutes)
Telecounseling
- Creating Call Lists
- Telecounseling campaigns
- Creating Campaigns
- Adding Members
- Executing call campaigns
TX SMS
Introductions/Logging In (10-15 minutes)
