CSO Bootcamp

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CSO Bootcamp. Mona & Chelsey. Session starters. Please silence all cell phones Please hold questions for question breaks Please state your name and organization when asking a question PowerPoints and handouts are available at www.csoresearch.com/csoconference - PowerPoint PPT Presentation

Text of CSO Bootcamp

CSO Bootcamp

CSO BootcampMona & ChelseyCSOs 2014 Training & Networking Conference | Austin, TX | Copyright 2014 CSO Research, Inc.1Session startersPlease silence all cell phones

Please hold questions for question breaks

Please state your name and organizationwhen asking a question

PowerPoints and handouts are available at www.csoresearch.com/csoconference

Sit back, relax and lets have some fun!

CSOs 2014 Training & Networking Conference | Austin, TX | Copyright 2014 CSO Research, Inc.2DrillsNavigating Admin Home PageNavigating SiteCreating New RecordsStudent RegistrationPending Bin: Approving RecordsSearch ResultsMass EmailSupport/Online Resources

CSOs 2014 Training & Networking Conference | Austin, TX | Copyright 2014 CSO Research, Inc.3Admin Home Page

CSOs 2014 Training & Networking Conference | Austin, TX | Copyright 2014 CSO Research, Inc.4

This can be synced with your Outlook or Google calendars!

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CSOs 2014 Training & Networking Conference | Austin, TX | Copyright 2014 CSO Research, Inc.8

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CSOs 2014 Training & Networking Conference | Austin, TX | Copyright 2014 CSO Research, Inc.10

CSOs 2014 Training & Networking Conference | Austin, TX | Copyright 2014 CSO Research, Inc.11 Navigating Your Site: Menu Bar

CSOs 2014 Training & Networking Conference | Austin, TX | Copyright 2014 CSO Research, Inc.12 Menu Bar: My Profile

Update your information!

View your activity! CSOs 2014 Training & Networking Conference | Austin, TX | Copyright 2014 CSO Research, Inc.13 Menu Bar: Databases

The Databases menu allows you to do many things with the records that are in your site. You can search, view pending only, or create a new record all using the submenus found here.CSOs 2014 Training & Networking Conference | Austin, TX | Copyright 2014 CSO Research, Inc.14 Menu Bar: Tools

The Tools menu is another menu that has a lot of submenus that will be heavily used. If you are ever making any setup changes in your site you will be using one of the submenus pictured here.CSOs 2014 Training & Networking Conference | Austin, TX | Copyright 2014 CSO Research, Inc.15 Menu Bar: Tools

Talk with your CRM or ask us to demonstrate at the end of the presentation!

CSOs 2014 Training & Networking Conference | Austin, TX | Copyright 2014 CSO Research, Inc.16 Creating New RecordsWe try and make it as easy a possible to create records from many different pages in the system!Live Demonstration! Student, Employer, Contact, & JobCSOs 2014 Training & Networking Conference | Austin, TX | Copyright 2014 CSO Research, Inc.17 Student RegistrationHow many different ways do students get registered?

Self-RegistrationFirewallUploadsCSOs 2014 Training & Networking Conference | Austin, TX | Copyright 2014 CSO Research, Inc.18 Student Registration: SelfLive Demonstration!CSOs 2014 Training & Networking Conference | Austin, TX | Copyright 2014 CSO Research, Inc.19 Student Registration: Firewall

Only students who are added to your Firewall will be able to gain access into your system!

Talk with your CRM or ask us to explain more at the end of the presentation!

CSOs 2014 Training & Networking Conference | Austin, TX | Copyright 2014 CSO Research, Inc.20 Student Registration: Upload

http://www.csoresearch.com/services_main/customstudentupload.aspxCSOs 2014 Training & Networking Conference | Austin, TX | Copyright 2014 CSO Research, Inc.21Approving Records: Pending BinThe Pending Bin is where youll approve and reject new user registrations or postings.

Lets take a closer look at the Pending Bin.CSOs 2014 Training & Networking Conference | Austin, TX | Copyright 2014 CSO Research, Inc.22Approving Records: Pending BinAll records requiring approval can be found in your Pending Bin.

CSOs 2014 Training & Networking Conference | Austin, TX | Copyright 2014 CSO Research, Inc.23Approving Records: Pending Bin

The number next to the bin indicates the number of pending records awaiting your approvalCSOs 2014 Training & Networking Conference | Austin, TX | Copyright 2014 CSO Research, Inc.24Approving Records: Pending BinYou decide what type of records need to be approved.

Only completed registrations/postings will appear in your pending bin.

You can conduct a pending search to see which registrations are incomplete.

Things to Note:CSOs 2014 Training & Networking Conference | Austin, TX | Copyright 2014 CSO Research, Inc.25Approving RecordsNote: Employers & Contacts have one pending bin

Check both statuses!CSOs 2014 Training & Networking Conference | Austin, TX | Copyright 2014 CSO Research, Inc.26 Approval Process: Pending BinLive Demonstration!CSOs 2014 Training & Networking Conference | Austin, TX | Copyright 2014 CSO Research, Inc.27Search Results Shortcuts

Easily export your search results using excel iconCSOs 2014 Training & Networking Conference | Austin, TX | Copyright 2014 CSO Research, Inc.28Search Results ShortcutsNew Feature! Quick access to Activity via Dashboard

CSOs 2014 Training & Networking Conference | Austin, TX | Copyright 2014 CSO Research, Inc.29Search Results ShortcutsNeed to change your criteria?

Takes you back to Criteria page & retains previous selections

CSOs 2014 Training & Networking Conference | Austin, TX | Copyright 2014 CSO Research, Inc.30Search Results ShortcutsConduct this search often? Save it!

Quickly access at any time under Quick LinksCSOs 2014 Training & Networking Conference | Austin, TX | Copyright 2014 CSO Research, Inc.31Search Results ShortcutsQuick access to create and share resume packets

CSOs 2014 Training & Networking Conference | Austin, TX | Copyright 2014 CSO Research, Inc.32Search Results ShortcutsQuick access to email!

Mass Email straight from search results CSOs 2014 Training & Networking Conference | Austin, TX | Copyright 2014 CSO Research, Inc.33Questions?CSOs 2014 Training & Networking Conference | Austin, TX | Copyright 2014 CSO Research, Inc.34Mass Emails

You can mass email:

StudentsEmployer ContactsFacultyMentors

Directly from your system!Tools>Mass EmailCSOs 2014 Training & Networking Conference | Austin, TX | Copyright 2014 CSO Research, Inc.35Mass Emails

Use Email Campaigns to plan, organize and manage a set of mass emails to send out over a period of time.

Tools>CampaignsCSOs 2014 Training & Networking Conference | Austin, TX | Copyright 2014 CSO Research, Inc.36Contact Support Team!

Help button takes you to our Support PageWere available 3 different ways:Live ChatEmailPhoneDont forget about our FAQ page!CSOs 2014 Training & Networking Conference | Austin, TX | Copyright 2014 CSO Research, Inc.37CSO University

Visit CSO University for additional training resources and learn about new updates in your system!http://www.csoresearch.com/client_services/cso_university/updates.aspxCSOs 2014 Training & Networking Conference | Austin, TX | Copyright 2014 CSO Research, Inc.38 Q&A

CSOs 2014 Training & Networking Conference | Austin, TX | Copyright 2014 CSO Research, Inc.39Summary of DrillsNavigating Admin Home PageNavigating SiteCreating New RecordsStudent RegistrationPending Bin: Approving RecordsSearch ResultsMass EmailSupport/Online Resources

CSOs 2014 Training & Networking Conference | Austin, TX | Copyright 2014 CSO Research, Inc.40Thank you for attending!If you have any additional questions, please contact the Support Team or your CRM.

Whats next?The next session will begin at3pm

CSOs 2014 Training & Networking Conference | Austin, TX | Copyright 2014 CSO Research, Inc.Wednesday, 1:45pm 2:45pm41