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Sample Retention Suite Training Agenda

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Advisors + Advising: SSC-Primary Users

Approximately 1 - 1.5 hours

Student Success Center

Logging Into the CRM
Intro to SSC + Navigation
Using your Dashboard
Searching for Students
- “Roles”
- Filtering
Understanding Student Details
- Profile
- Activity + Other Records
- Success Scores
- Success Team
What you can’t see → Get into CRM/Student
Taking Action(s)
- Types of Actions
- How they are created
- Advising
- Closing Open Records

Faculty Alerts: Faculty Users

Approximately 30 minutes

Creating Faculty Alerts and Kudos

Accessing Rosters
Notifications
Creating Alerts/Kudos
- Ad-Hoc + Groups
- Alert/Kudo Comment Best Practices o Student Notifications
- Advisor Notifications
Once Alerts/Kudos are closed

Events and Appointments

Approximately 1.5 - 2 hours

Event Management (60 minutes)

Registrant Experience
- How students register
- Registration, Confirmation
- Cancellation
Events in the CRM
- Terminology
- Data Architecture
Event Lifecycle
- Event Planning and Creation (incl. exercises)
- Registering Contacts for Events
- Checking in your Registrants

Appointment Scheduler (60 minutes)

Registrant Experience
- How students register
- Registration, Confirmation
- Cancellation
Staff Experience
- Setting your Profile
- Specifying Availability
  - Optional: Calendar Integration
- Managing Appointments (incl. exercises)
  - Registration
  - Cancellation
  - Notifications

TargetX Engage

Approximately 30 minutes - 1 hour

Engage Overview
Student Experience
Creating Rooms
Sharing Rooms
Holding Meetings
- Best practices for notes

Surveys

Approximately 30 minutes - 1 hour

Surveys Overview
Creating a survey
Sharing the survey
Reviewing survey responses

Reports and Dashboards (1 of 2)

Reports (2 of 2)

Broadcast Email

TX SMS

Approximately 45 minutes

Access + Navigation
Adding Reports
Adding Message Templates
- Sending Messages
- Multiple inboxes o 1:1 Texts
- Bulk Texts
The Contact Experience
SMS Best Practices