Career Event Management &
Reporting
Presented by:
Keenan & Raul
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
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!
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Overview
•
•
•
•
•
•
•
Event Setup
Event Timeline
Event Email Templates
CSO Credit Card Processing
Email Campaigns
Event Reporting
Check-in
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Event Setup
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Event Timeline
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
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’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
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!
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
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:
1. If the original transaction was processed more
than 120 days ago
2. If the credit card has expired since the original
transaction was processed
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
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
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Email Communication
• Mass Email via registration list using the
Send Mass Email button
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Student Documents
• To gather Resume
Packets, students
will have to submit
them with their
registration.
– Select: Yes
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Targeted Marketing: Campaigns
• Campaigns Tool
– Schedule Email Campaigns to target
communication as your Event date is near
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Event Reporting
• Export Attendee list to Excel
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Event Reporting: Databases
List of contacts who created the registration:
List of the attending recruiters per
registration:
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
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!
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Recap
•
•
•
•
•
•
•
Event Setup
Event Timeline
Event Email Templates
CSO Credit Card Processing
Email Campaigns
Event Reporting
Check-in
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.
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!
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.