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

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

Event Setup

Event Timeline

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)

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!

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

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

Email Communication Mass Email via registration list using the Send Mass Email button

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

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

Event Reporting Export Attendee list to Excel

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

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!

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

Questions

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