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CSO Bootcamp

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

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CSO Bootcamp

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  1. CSO Bootcamp Mona & Chelsey

  2. Session starters Please 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!

  3. Drills • Navigating Admin Home Page • Navigating Site • Creating New Records • Student Registration • Pending Bin: Approving Records • Search Results • Mass Email • Support/Online Resources

  4. Admin Home Page

  5. This can be synced with your Outlook or Google calendars!

  6. Navigating Your Site: Menu Bar

  7. Menu Bar: My Profile Update your information! View your activity!

  8. 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.

  9. 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.

  10. Menu Bar: Tools Talk with your CRM or ask us to demonstrate at the end of the presentation!

  11. Creating New Records Live Demonstration! Student, Employer, Contact, & Job We try and make it as easy a possible to create records from many different pages in the system!

  12. Student Registration How many different ways do students get registered? Self-Registration Firewall Uploads

  13. Student Registration: Self Live Demonstration!

  14. 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!

  15. Student Registration: Upload http://www.csoresearch.com/services_main/customstudentupload.aspx

  16. 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.

  17. Approving Records: Pending Bin All records requiring approval can be found in your Pending Bin.

  18. Approving Records: Pending Bin The number next to the bin indicates the number of pending records awaiting your approval

  19. Approving Records: Pending Bin Things to Note: • 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.

  20. Approving Records Note: Employers & Contacts have one pending bin Check both statuses!

  21. Approval Process: Pending Bin Live Demonstration!

  22. Search Results Shortcuts Easily export your search results using excel icon

  23. Search Results Shortcuts New Feature! Quick access to Activity via Dashboard

  24. Search Results Shortcuts Need to change your criteria? Takes you back to Criteria page & retains previous selections

  25. Search Results Shortcuts Conduct this search often? Save it! Quickly access at any time under Quick Links

  26. Search Results Shortcuts Quick access to create and share resume packets

  27. Search Results Shortcuts Quick access to email! Mass Email straight from search results

  28. Questions?

  29. Mass Emails • You can mass email: • Students • Employer Contacts • Faculty • Mentors • Directly from your system! Tools>Mass Email

  30. 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

  31. 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!

  32. CSO 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.aspx

  33. Q&A

  34. Summary of Drills • Navigating Admin Home Page • Navigating Site • Creating New Records • Student Registration • Pending Bin: Approving Records • Search Results • Mass Email • Support/Online Resources

  35. 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 at 3pm

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