Tips & Tricks in Contact Manager. Rebecca Whitehead Director, Product Owners

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Lynette Walker
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1 Tips & Tricks in Contact Manager Rebecca Whitehead Director, Product Owners

2 Confidential Information The information presented in this session is proprietary and confidential to Campus Management Corp. Please do not share or discuss it with others outside of your institution/organization. This presentation may contain plans and forward looking statements and the information as presented may be subject to change. Any recording of this session is strictly prohibited.

3 Session Etiquette Please silence your cell phone Please avoid side conversations Please refrain from excessive typing If you must leave the session early, please do so as discreetly as possible Please fill out the session evaluation on the Mobile App Thank you!

4 Session Description Contact Manager Tips and Tricks In this session we will explore & discuss some best practice options for configuration and usage in Contact Manager in the Desktop Client to increase it s utility the organization.

5 Agenda Contact Manager Tips and Tricks Contact Manager Setup and Maintenance Student Groups Shared Contact Manager Queues Use Visual Process Flows to support Scheduled Activities Extend Contact Manager Through Eventing and Workflow (CampusNexus Clients)

6 Contact Manager Setup and Maintenance Tips and Tricks Establish meaningful and sortable naming standards Leverage Activity Categories to map Activities to Business Processes Effectively Maintain Student Groups

7 Contact Manager Setup and Maintenance Meaningful and Sortable Naming Standards

8 Benefits Meaningful and Sortable Naming Conventions Usability within the UI when selecting or viewing activities Easily maintain activities for certain departments or business areas Quickly distinguish between activities

9 Contact Manager Setup and Maintenance Leverage Activity Categories to Map Activities to Business Processes Activity Category Setup Category Assignment

10 Contact Manager Setup and Maintenance Leverage Activity Categories to Map Activities to Business Processes

11 Benefits Maintain and Leverage Activity Categories Report on specific business processes using activity categories Easily identify processes associated with activities Ease activity maintenance during business process changes

12 Contact Manager Setup and Maintenance Effectively Maintain Student Groups Establish naming convention standards Regular process to review expired student groups Leverage the public/private Group security model Restrict Student Group Creation where appropriate

13 Benefits Effectively Maintain Student Groups Ensure only relevant Student Groups are available Reducing Student Group Results Easy identification of Student Group usage Reduce unnecessary performance drag from Dynamic Student Groups

14 Student Groups Tips and Tricks Initiate scheduled activities on Specific Populations Initiate scheduled activities on Non-Triggerable Events in CampusVue Student Batch Activity creation and modification

15 Student Groups Initiate Workflow on Specific Populations and Non-Triggerable Events

16 Benefits Initiate Workflow on Specific Populations and Non-Triggerable Events Target specific student population to initiate scheduled activities Create student groups using reports or backend queries to initiate scheduled activities

17 Student Groups Batch Activity Creation and Modification Schedule Activity on Student Group Batch Modify Activities

18 Benefits Batch Activity Creation and Modification Targeted campaigns or mass communication Batch status changes for activities Good way to fix large amounts of activities initiated in error

19 Shared Contact Manager Queues Tips and Tricks Create a single queue (Create and utilize a default staff member) Create shared tasks for processors (i.e. Team of folks doing verification processes)

20 Shared Contact Manager Queues Create a Single Queue and Create Shared Tasks for Processes

21 Benefits Shared Workflow Increase Efficiencies Ensure the right work is being done at the right time Support a single queue of work for a team working a specific process Still enables tracking productivity by Staff Member through reporting

22 Use Visual Process Flows to Support Scheduled Activities Tips and Tricks

23 Benefits Utilize Visual Process Flows Helps to document the scheduled activity processes setup in CampusVue Student Good source for design around the setup of scheduled activity workflows When process changes are made the flows help to correlate what needs to be changed in the system

24 Eventing and Workflow Extending Contact Manager Capabilities Extend Contact Manager Capabilities Trigger Contact Manager workflows off of any available event Use in conjunction with CampusVue Student Scheduled Activities

25 Eventing and Workflow Extending Contact Manager Capabilities Examples: Final Grades Enrollment Charge Payments Group Membership Changes to a Person Record Financial Aid Changes ISIR

26 Open Forum Share your Tips and Tricks Questions and Comments?

27 We value your feedback! Evaluate this session now on your mobile device or computer. campusinsight.com Note: All conference presentations may be downloaded after completing the post-conference survey ( ed to participants at the end of April).

28 Say It and Spray It! Follow us on use #CAMPUSINSIGHT16 and receive your complimentary hand sanitizer at the registration desk.

29 Questions Contact Manager Tips and Tricks Contact me: Rebecca Whitehead

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