Courses

Ellucian CRM Advise

× This was added successfully to your dashboard. Click here to view your dashboard.

Adding Alerts to the Students in the Faculty Portal (Advise 1.3)Course

Is one of your students at-risk or struggling? Do you need to submit an alert? Learn how to submit an alert and review alert submission history through Ellucian Faculty Experience.
Free
× This was added successfully to your dashboard. Click here to view your dashboard.

Ellucian CRM Advise Overview (Advise 1.3-2.1)Course

Do you want to learn the basics for developing a successful intervention strategy for student success at your institution using Ellucian CRM Advise? Watch this overview and pre-recorded webinar that provides a demonstration of Ellucian CRM Advise from multiple perspectives.
Free
× This was added successfully to your dashboard. Click here to view your dashboard.

Managing Alerts and Activities (Advise 1.3-2.1)Course

Ready to reach out to at-risk students? Learn how to create and manage alerts and activities such as phone calls, emails, appointments, mobile notifications and more.
Free
× This was added successfully to your dashboard. Click here to view your dashboard.

Managing Communications and Engagement Plans (Advise 1.3-2.1)Course

Do you want to learn how to set up automated communications to connect with students? Do you want to create activity templates, engagement plans, or templates? Learn how to manage communications and engagement plans.
Free
× This was added successfully to your dashboard. Click here to view your dashboard.

Managing Dashboards and Reports (Advise 1.3-2.1)Course

Do you want to monitor the performance and effectiveness your early alert system? Learn how to review delivered advisor, faculty, and student success manager dashboards. Also see how to run delivered reports or download a database schema for use in custom reports.
Free
× This was added successfully to your dashboard. Click here to view your dashboard.

Managing Data (Advise 1.3-2.1)Course

Want to keep your system running in peak performance? Built something in test and want to move it to production without rebuilding? Learn how to update current and prior terms, use pre-configured data, and use the data transfer tool to export multiple types of data between Advise instances.
Free
× This was added successfully to your dashboard. Click here to view your dashboard.

Managing System Administration (Advise 1.3-2.1)Course

Do you monitor workflows and system jobs? Do you know how to troubleshoot basic workflow errors? See common practices for monitoring workflows and system jobs.
Free
× This was added successfully to your dashboard. Click here to view your dashboard.

Managing the Success Engine (Advise 1.3-2.1)Course

How do you identify at-risk students and reach out to them quickly? Learn how to automate identifying these students by creating risk conditions, indications, alert rules, and using the scoring engine.
Free
× This was added successfully to your dashboard. Click here to view your dashboard.

Managing Users, Security Roles, and Teams (Advise 1.3-2.1)Course

Do your users have access to the right data in order to perform their daily tasks? Learn how to manage users, security roles, and teams.
Free
× This was added successfully to your dashboard. Click here to view your dashboard.

Navigating in Ellucian CRM Advise (Advise 1.3-2.1)Course

New to Advise? Navigate through Advise as you learn to review a student record and perform a quick search.
Free
× This was added successfully to your dashboard. Click here to view your dashboard.

Technical Integration (Advise 1.3-2.1)Course

Are you planning a technical integration with Ellucian CRM Advise? Learn at a high level, about the architecture involved in integrating Ellucian CRM Advise with your ERP and LMS.
Free
× This was added successfully to your dashboard. Click here to view your dashboard.

Using Advanced Finds and Views (Advise 1.3-2.1)Course

Need to find specific data based on criteria? Learn how to use views and the Advanced Find feature to search for, select, and display multiple records.
Free
× This was added successfully to your dashboard. Click here to view your dashboard.

Working with Imports (Advise 1.3-2.1)Course

Need to set up imports? IT Leads and System Administrators learn how to set up automated entity imports, create entities, relationships, and custom fields. Also learn how to work with data maps and source data.
Free
× This was added successfully to your dashboard. Click here to view your dashboard.

Using Case Management (Advise 1.4-1.7)Course

Do you need to assign, route, or share a support case with a team? Learn how to review, manage, and resolve support cases.
Free
× This was added successfully to your dashboard. Click here to view your dashboard.

Scheduling a Business Closure for the Entire Institution for Student Self-Service (Advise 1.5-2.1)Course

In this course you learn how to set schedule a business closure for the entire institution for Student Self-Service.
Free
× This was added successfully to your dashboard. Click here to view your dashboard.

Managing Schedules and Appointments (Advise 1.5-2.1)Course

Do you work with students face-to-face? Advising appoints are critical to student success. Learn how to define your advising schedule, review and manage advising appointments, as well as use the advising calendar.
Free
× This was added successfully to your dashboard. Click here to view your dashboard.

Accessing Other Support Options (Advise 1.3-2.1)Course

Do you want to connect with Ellucian Action Line or your peers? Learn how to file an Action Line case, file an idea, and connect with peers through Communities. Also see lessons on cloud status changes and environment cloning.
Free
× This was added successfully to your dashboard. Click here to view your dashboard.

Creating Communication Plans (Advise 1.10-2.1)Course

Do you need a date driven communication plan? Or a communication plan that triggers as soon as a student is placed on academic probation? Or a communication plan that includes relative wait periods such as 5 days before or after an event? Learn how to create these communication plan types and include either dynamic or status communication lists.
Free
× This was added successfully to your dashboard. Click here to view your dashboard.

Communicating with Bulk Email (Advise 2.0-2.1)Course

Need to send marketing emails containing logos and images to large groups? See how to use bulk email to market your institution to inquiries and prospects.
Free
× This was added successfully to your dashboard. Click here to view your dashboard.

Adding Alerts to the Students in the Faculty Portal (Advise 2.1)Course

Is one of your students at-risk or struggling? Do you need to submit an alert? Learn how to submit an alert and review alert submission history through Ellucian Faculty Experience.
Free
× This was added successfully to your dashboard. Click here to view your dashboard.

Setting Up and Using Alerts (Advise 2.0)Course

Are you concerned about student success? Learn how to set up alerts, alert templates and notifications, and use engagement lists in alert rules.
Free
× This was added successfully to your dashboard. Click here to view your dashboard.

Sending Mobile Notifications (CRM Advise 2.0)Course

Do you want to connect with at-risk students by sending push notifications to their mobile devices? Learn how to send mobile notifications immediately or on a scheduled delivery date.
Free

If you see 0 items found:

Courses are typically found within the lowest-level categories. Please ensure that you are logged in and browse through all sub-categories.

This course index will only display courses that you have permission to view.