1. Session ID 2699 1 Presented by: Steve Mason & David Morelli Pacific University Oregon April 9, 2013 Session ID 2699 Recruiter Enrichment the New Age Enrich Prospects or Suspects and Eliminate Duplicates

2. Session ID 2699 2 About Pacific University Oregon Pacific University Oregon (Ory-gun) –Founded in 1849 for Oregon Trail Orphans –Small, private university with campuses in Forest Grove, Hillsboro and Eugene, Oregon –5 Colleges; Arts & Sciences, Optometry, Education, Health Professions and Business –3,700 FTE, Undergraduate & Professional, split 50/50 –Colleague since 1993, ODS 2008, Recruiter 2011. –Mascot is Boxer, a Chinese qilin 2

3. Session ID 2699 3 Pacific University is located in the Tualatin Wine Country 3

4. Session ID 2699 4 Pacific University Oregon – More Information http://www.pacificu.edu/multimedia/http://www.pacificu.edu/multimedia/ for Pacific University Year in Review, Boxer Tales, and Campus Life http://www.pacificu.edu/about/location/direction s-forest-grove.cfm/http://www.pacificu.edu/about/location/direction s-forest-grove.cfm/ for directions http://www.pacificu.edu/admissions/http://www.pacificu.edu/admissions/ for Introduction to Pacific University http://www.youtube.com/watch?v=WoXvH2a- a_Ahttp://www.youtube.com/watch?v=WoXvH2a- a_A for view of Forest Grove area

5. Session ID 2699 5 Session Rules of Etiquette Please turn off your cell phone/pager If you must leave the session early, please do so as discreetly as possible Please avoid side conversation during the session Thank you for your cooperation!

6. Session ID 2699 6 Introduction With the change from CRM 4 to CRM 2011 the enrichment process for Recruiter has become easier for the majority of applications. This presentation will provide an overview of the usual situation as an introduction to the Enrichment process. Then we will present the method used for a complex enrichment. In this example, we compare Suspect records to Prospect records to identify overlap, and then enrich the Suspect records with a flag that will allow their deletion. The complex example will presume a need to view the underlying SQL tables, to write SQL queries against that data, and to return the query data into Recruiter using the Enrichment process. These steps may be used for any Recruiter/CRM installation and do not rely upon Colleague.

7. Session ID 2699 7 Goal of Presentation & Prerequisites We will present the process in a step by step manner to facilitate duplicating the same process when you return to your institution. The process requires the Recruiter System Administrator role, DB Reader rights to the Recruiter database and an understanding of T-SQL.

8. Session ID 2699 8 Basic Enrichment Improvements in CRM 2011 has made data enrichment easier in Recruiter.

9. Session ID 2699 9 Basic Enrichment Example This example details how to add an extracurricular interest to a prospect. The source of the prospects can be a text file. Excel spreadsheet or any other format usable by Access. This technique can be used for any entity related to the prospect

10. Session ID 2699 10 Import a prospect, then enrich extracurricular activities using name and email as the link 10

11. Session ID 2699 11 Start with Imports 11

12. Session ID 2699 12 Create a new Import 12

13. Session ID 2699 13 Browse for the first import file - Contacts 13

14. Session ID 2699 14 Select your CSV of Contacts 14

15. Session ID 2699 15 Confirm Selected CSV File 15

16. Session ID 2699 16 Select Automatic Mapping – CSV Headings from Recruiter 16

17. Session ID 2699 17 Automatic Mapping Will Find The Headings 17

18. Session ID 2699 18 It is OK if not all fields are mapped 18

19. Session ID 2699 19 Confirm Mapping 19

20. Session ID 2699 20 Do Not Allow Duplicates for Simple Enrichment 20

21. Session ID 2699 21 Take a Break While the Import Runs 21

22. Session ID 2699 22 Start a new Import as before – Extracurricular Activity 22

23. Session ID 2699 23 Select Extracurricular Activity CSV 23

24. Session ID 2699 24 Confirm Upload 24

25. Session ID 2699 25 Select Automatic Mapping – CSV Headings from Recruiter 25

26. Session ID 2699 26 Map Email to Prospect 26

27. Session ID 2699 27 Also Map Contact – First with Full Name Default 27

28. Session ID 2699 28 Add Email to Connect to Contact 28

29. Session ID 2699 29 Confirm Lookup Reference 29

30. Session ID 2699 30 Confirm Mapping 30

31. Session ID 2699 31 Do Not Allow Duplicates for Simple Enrichment 31

32. Session ID 2699 32 Take a Break While the Import Runs 32

33. Session ID 2699 33 Check your Imports 33

34. Session ID 2699 34 Make sure it was successful 34

35. Session ID 2699 35 Check The Results 35

36. Session ID 2699 36 And there it is 36

37. Session ID 2699 37 Basic Enrichment Summary You can start with new Contacts or enrich existing contacts Export your existing Contacts to a CSV or create a CSV with new contacts Use email address and Full Name to attach interest to Contact

38. Session ID 2699 38 Complex Enrichment There are situations where data enrichment is more complex than can be handled with the General process. They can still be accomplished.

39. Session ID 2699 39 Complex Enrichment This example will identify duplicates by matching suspects to prospects Then the duplicate suspects will be flagged for deletion We use the SIC field since it is not used in Recruiter. Any unused field will work An Advanced Find selects the suspects with the SIC flag Then they are deleted

40. Session ID 2699 40 Start with and Advanced Find for Leads 40

41. Session ID 2699 41 Select Leads with no SIC and Related Contact (Origination Load) 41

42. Session ID 2699 42 Save Query for future use (Save As) 42

43. Session ID 2699 43 Edit Columns – Add and Remove 43

44. Session ID 2699 44 Initial Column Add/Remove Screen 44

45. Session ID 2699 45 Remove Name and Created On. Add First, Middle, Last, Email and SIC 45

46. Session ID 2699 46 Click ! For Results 46

47. Session ID 2699 47 Then Click Export Leads 47

48. Session ID 2699 48 Export The Leads – Check Re-Import Option 48

49. Session ID 2699 49 Open the Export File 49

50. Session ID 2699 50 Save your Advanced Find Query 50

51. Session ID 2699 51 Open the XML File in Excel 51

52. Session ID 2699 52 Notice first column is D. A-C are Hidden 52

53. Session ID 2699 53 Unhide A-C but Do Not Modify 53

54. Session ID 2699 54 Unprotect the Sheet 54

55. Session ID 2699 55 Remove All Data Rows – Keep Headings 55

56. Session ID 2699 56 Save the XML Master File of Headings (once) 56

57. Session ID 2699 57 Save it again to use for Import 57

58. Session ID 2699 58 Save it again for a working copy 58

59. Session ID 2699 59 In the CRM DB using T-SQL Create this View 59

60. Session ID 2699 60 T-SQL View Continued (Part 2) 60

61. Session ID 2699 61 Results of the View 61

62. Session ID 2699 62 Copy the view results into working copy of XML file, save and close it. 62

63. Session ID 2699 63 Start a new import 63

64. Session ID 2699 64 Browse for the working file 64

65. Session ID 2699 65 If you Do Not Allow Duplicates it Fails 65

66. Session ID 2699 66 Take a break while the import runs 66

67. Session ID 2699 67 Check the Import Status 67

68. Session ID 2699 68 Errors Caused by Not Allowing Duplicates 68

69. Session ID 2699 69 If you Do Not Allow Duplicates the Import Fails 69

70. Session ID 2699 70 Allow Duplicates will Permit Enrichment 70

71. Session ID 2699 71 Allow Duplicates and it Works 71

72. Session ID 2699 72 Final Process - Delete the Duplicate Suspects After enriching run an Advanced Find for Leads with SIC = 1 Select them all Click the Delete icon - X No more leads duplicating suspects

73. Session ID 2699 73 Questions & Answers Feel free to contact us Steve – steve.mason@pacificu.edusteve.mason@pacificu.edu David – dmorelli@pacificu.edudmorelli@pacificu.edu We will post this on the Client Forums, wherever they are in the future.

74. Session ID 2699 74 Thank You! Presenter(s) Steve Mason & David Morelli Email(s): maso2655@pacificu.edu dmorelli@pacificu.edu Please complete the online session evaluation form Session ID 2699. © 2013 Ellucian. All rights reserved.