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Career Event Management & Reporting

Career Event Management & Reporting. Presented by: Keenan & Raul. Session starters. Please silence all cell phones Please hold questions for question breaks Please state your name and organization when asking a question

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Career Event Management & Reporting

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  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 organizationwhen asking a question PowerPoints and handouts are available at www.csoresearch.com/csoconference Sit back, relax and let’s have some fun!

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

  4. Event Setup

  5. Event Timeline

  6. 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 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. Email Communication • Mass Email via registration list using the Send Mass Email 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 Email 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 • Email 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 WednesdayWelcome 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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