CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
CSO Bootcamp
Mona & Chelsey
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Session 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 let’s have some fun!
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
DrillsNavigating Admin Home PageNavigating SiteCreating New RecordsStudent RegistrationPending Bin: Approving RecordsSearch ResultsMass EmailSupport/Online Resources
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Admin Home Page
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
This can be synced with your Outlook or Google calendars!
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Navigating Your Site: Menu Bar
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Menu Bar: My Profile
Update your information!
View your activity!
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
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.
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
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.
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Menu Bar: Tools
Talk with your CRM or ask us to demonstrate at the end of the presentation!
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Creating New Records
We try and make it as easy a possible to create records from many different pages in the
system!
Live Demonstration! Student, Employer, Contact, & Job
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Student Registration
How many different ways do students get registered?
Self-RegistrationFirewallUploads
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Student Registration: Self
Live Demonstration!
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
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!
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Student Registration: Upload
http://www.csoresearch.com/services_main/customstudentupload.aspx
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Approving Records: Pending Bin
The Pending Bin is where you’ll approve and reject new user registrations or
postings.
Let’s take a closer look at the Pending Bin.
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Approving Records: Pending Bin
All records requiring approval can be found in your Pending Bin.
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Approving Records: Pending Bin
The number next to the bin indicates the number of pending records awaiting your approval
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Approving Records: Pending Bin
• You 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:
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Approving Records
Note: Employers & Contacts have one pending bin
Check both statuses!
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Approval Process: Pending Bin
Live Demonstration!
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Search Results Shortcuts
Easily export your search results using excel icon
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Search Results ShortcutsNew Feature! Quick access to Activity via
Dashboard
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Search Results ShortcutsNeed to change your
criteria? Takes you back to Criteria page & retains previous selections
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Search Results ShortcutsConduct this search often? Save it! Quickly access at
any time under Quick Links
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Search Results Shortcuts
Quick access to create and share resume packets
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Search Results ShortcutsQuick access to email!
Mass Email straight from search results
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Questions?
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Mass Emails
You can mass email:
StudentsEmployer ContactsFacultyMentors
Directly from your system!
Tools>Mass Email
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Mass Emails
Use Email Campaigns to plan, organize and manage a set of mass emails to send out over a period of time.
Tools>Campaigns
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Contact Support Team!Help button takes you to our Support Page
We’re available 3 different ways: Live Chat Email Phone
Don’t forget about our FAQ page!
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
CSO UniversityVisit CSO University for additional training
resources and learn about new updates in your system!
http://www.csoresearch.com/client_services/cso_university/updates.aspx
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Q&A
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Summary of DrillsNavigating Admin Home PageNavigating SiteCreating New RecordsStudent RegistrationPending Bin: Approving RecordsSearch ResultsMass EmailSupport/Online Resources
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Thank you for attending!If you have any additional questions, please
contact the Support Team or your CRM.
What’s next?The next
session will begin at3pm