cso bootcamp

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

CSO Bootcamp

Mona & Chelsey


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!

http://www.csoresearch.com/csoconference


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


Admin Home Page


This can be synced with your Outlook or Google calendars!


Navigating Your Site: Menu Bar


Menu Bar: My Profile

Update your information!

View your activity!


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.


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.


Menu Bar: Tools

Talk with your CRM or ask us to demonstrate at the end of the presentation!


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


Student Registration

How many different ways do students get registered?

Self-RegistrationFirewallUploads


Student Registration: Self

Live Demonstration!


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!


Student Registration: Upload

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


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.



All records requiring approval can be found in your Pending Bin.



The number next to the bin indicates the number of pending records awaiting your approval



• 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:


Approving Records

Note: Employers & Contacts have one pending bin

Check both statuses!


Approval Process: Pending Bin

Live Demonstration!


Search Results Shortcuts

Easily export your search results using excel icon


Search Results ShortcutsNew Feature! Quick access to Activity via

Dashboard


Search Results ShortcutsNeed to change your

criteria? Takes you back to Criteria page & retains previous selections


Search Results ShortcutsConduct this search often? Save it! Quickly access at

any time under Quick Links


Search Results Shortcuts

Quick access to create and share resume packets


Search Results ShortcutsQuick access to email!

Mass Email straight from search results


Questions?


Mass Emails

You can mass email:

StudentsEmployer ContactsFacultyMentors

Directly from your system!

Tools>Mass Email


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


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 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


Q&A


Summary of DrillsNavigating Admin Home PageNavigating SiteCreating New RecordsStudent RegistrationPending Bin: Approving RecordsSearch ResultsMass EmailSupport/Online Resources


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

cso bootcamp

Documents

cso research

tx copyright

menu bar csos

tools menu

admin home page csos

databases menu

student registrationhow

new recordswe