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Join Keenan and Raul as they guide you through essential strategies for managing career events effectively. Learn about event setup, timelines, email templates, and credit card processing. Discover how to manage registrations, communicate with students and employers through targeted email campaigns, and generate insightful event reports. Don’t miss the chance to enhance your skills while having fun! For more resources, visit www.csoresearch.com/csoconference.
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Career Event Management & Reporting Presented by: Keenan & Raul
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!
Overview • Event Setup • Event Timeline • Event Email Templates • CSO Credit Card Processing • Email Campaigns • Event Reporting • Check-in
Event Email Templates There are 4 emails that help manage career event registrations. These emails are found in Tools – Setup – Templates. • Student Emails • Student – Student Event Registration Approved • Student – Event Approaching (nightly) • Employer Emails • Employer – Employer Event Registration Approved • Employer – Event Approaching (nightly)
CSO Credit Card Processing • Allows your employers & students to pay their event registration fees by Credit Card through your site when they register. • Not included by default – talk to your CRM for info on how to set it up!
Managing Credit Card Payments There are 2 methods to refund a credit card transaction. • Full Refund – Removing the fee method • Partial Refund – Adjustment amount method • Reasons a Refund wouldn’t process: • If the original transaction was processed more than 120 days ago • If the credit card has expired since the original transaction was processed
Credit Cards How Do Get Paid? • Request Check: • ALL outstanding balances must be resolved • All Amount Due fields on registrations paying by credit card MUST be set to $0.00
Email Communication • Mass Email via registration list using the Send Mass Email button
Student Documents • To gather Resume Packets, students will have to submit them with their registration. • Select: Yes
Targeted Marketing: Campaigns • Campaigns Tool • Schedule Email Campaigns to target communication as your Event date is near
Event Reporting • Export Attendee list to Excel
Event Reporting: Databases List of contacts who created the registration: List of the attending recruiters per registration:
Check-In • Most popular Add-on • Allows students to check in for events, and have nametags printed all at once! • Check-ins will be recorded on the student’s profile and activity • We provide full implementation – Contact your CRM!
Recap • Event Setup • Event Timeline • Event Email Templates • CSO Credit Card Processing • Email Campaigns • Event Reporting • Check-in
Thank you for attending! If you have any additional questions, please contact the Support Team or your CRM. What’s next? • Join us for the WednesdayWelcome Reception! • 5:30 pm – 7:30 pm • Join us for complimentary appetizers and drinks on the Sheraton patio. And don’t forget to wear your school gear!
