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CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Career Event Management & Reporting Presented by: Keenan.

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Presentation on theme: "CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Career Event Management & Reporting Presented by: Keenan."— Presentation transcript:

1 CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Career Event Management & Reporting Presented by: Keenan & Raul

2 CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. 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 www.csoresearch.com/csoconference Sit back, relax and let’s have some fun!

3 CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Overview Event Setup Event Timeline Event Email Templates CSO Credit Card Processing Email Campaigns Event Reporting Check-in

4 CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Event Setup

5 CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Event Timeline

6 CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. 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)

7 CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. 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!

8 CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. 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: 1.If the original transaction was processed more than 120 days ago 2.If the credit card has expired since the original transaction was processed

9 CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. 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

10 CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Email Communication Mass Email via registration list using the Send Mass Email button

11 CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Student Documents To gather Resume Packets, students will have to submit them with their registration. – Select: Yes

12 CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Targeted Marketing: Campaigns Campaigns Tool – Schedule Email Campaigns to target communication as your Event date is near

13 CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Event Reporting Export Attendee list to Excel

14 CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Event Reporting: Databases List of contacts who created the registration: List of the attending recruiters per registration:

15 CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. 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!

16 CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Recap Event Setup Event Timeline Event Email Templates CSO Credit Card Processing Email Campaigns Event Reporting Check-in

17 CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Questions

18 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? Join us for the Wednesday Welcome 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!


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