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 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 Sit back, relax and let’s have some fun!

CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Drills Navigating Admin Home Page Navigating Site Creating New Records Student Registration Pending Bin: Approving Records Search Results Mass Support/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.

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-Registration Firewall Uploads

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

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 Shortcuts New Feature! Quick access to Activity via Dashboard

CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Search Results Shortcuts Need 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 Shortcuts Conduct 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 Shortcuts Quick access to ! Mass 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 s You can mass Students Employer Contacts Faculty Mentors Directly from your system! Tools>Mass

CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Mass s Use Campaigns to plan, organize and manage a set of mass s 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 Phone Don’t forget about our FAQ page!

CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. CSO University Visit CSO University for additional training resources and learn about new updates in your system!

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 Drills Navigating Admin Home Page Navigating Site Creating New Records Student Registration Pending Bin: Approving Records Search Results Mass Support/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 at 3pm