1. Career Event Management & Reporting
Presented by:
Keenan & Raul

2. 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!

3. Overview Event Setup Event Timeline Event Email Templates
CSO Credit Card Processing
Campaigns
Event Reporting
Check-in

4. Event Setup

5. Event Timeline

6. Event Templates
There are 4 s that help manage career event registrations. These s are found in Tools – Setup – Templates.
Student s
Student – Student Event Registration Approved
Student – Event Approaching (nightly)
Employer s
Employer – Employer Event Registration Approved
Employer – Event Approaching (nightly)

7. 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. 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

9. 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. Communication
Mass via registration list using the Send Mass button

11. Student Documents
To gather Resume Packets, students will have to submit them with their registration.
Select: Yes

12. Targeted Marketing: Campaigns
Campaigns Tool
Schedule Campaigns to target communication as your Event date is near

13. Event Reporting
Export Attendee list to Excel

14. Event Reporting: Databases
List of contacts who created the registration:
List of the attending recruiters per registration:

15. 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. Recap Event Setup Event Timeline Event Email Templates
CSO Credit Card Processing
Campaigns
Event Reporting
Check-in

17. Questions

18. 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!
Wednesday, 4:15pm – 5:15pm