cso bootcamp

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 startersPlease 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!

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

DrillsNavigating Admin Home PageNavigating SiteCreating New RecordsStudent RegistrationPending Bin: Approving RecordsSearch ResultsMass EmailSupport/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.

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

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

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

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

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

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-RegistrationFirewallUploads

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

http://www.csoresearch.com/services_main/customstudentupload.aspx

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 ShortcutsNew Feature! Quick access to Activity via

Dashboard

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

Search Results ShortcutsNeed 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 ShortcutsConduct 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 ShortcutsQuick access to email!

Mass Email 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 Emails

You can mass email:

StudentsEmployer ContactsFacultyMentors

Directly from your system!

Tools>Mass Email

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

Mass Emails

Use Email Campaigns to plan, organize and manage a set of mass emails 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 Email Phone

Don’t forget about our FAQ page!

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

CSO UniversityVisit CSO University for additional training

resources and learn about new updates in your system!

http://www.csoresearch.com/client_services/cso_university/updates.aspx

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 DrillsNavigating Admin Home PageNavigating SiteCreating New RecordsStudent RegistrationPending Bin: Approving RecordsSearch ResultsMass EmailSupport/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 at3pm