Career Event Management & Reporting

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

Career Event Management & Reporting

Presented by: Keenan & Raul


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


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


Event Setup


Event Timeline


Event Email TemplatesThere 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 PaymentsThere 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


Credit CardsHow 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: DatabasesList 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!

Career Event Management & Reporting

Documents

tx copyright

cso research

event setup csos

event timeline csos

processed csos

event date

event registration fees

nightly csos