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.
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.
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.
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.
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.
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.
Do you have a robust communication plan to help struggling students? Learn how to automate these communication activities by attaching email, phone call, and letter activities to a communication plan. Learn how to set wait days and create conditional branches in the communication plan.
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.
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.