January/February Project Updates

Recruiting - Phase II Update

PROJECT HIGHLIGHTS

• Set up/configured telecounseling
• Loaded the following vendor data:
  • Fire Engine Red Inquiries
  • ACT Purchase List
  • American Student List (Trumbull)
  • College Bound Selection List (Tuscarawas)
• Loaded legacy undergraduate data for the following campuses:
  • Tuscarawas
  • East Liverpool
  • Salem
  • Stark
• Created custom notes solution
• Changed Relationship Type – from “parent” to “legal guardian”
• Updated event types
• Received approval and set up Office of Global Education user permission/access
• Rewrote Duplicate Check scenarios

UPCOMING PROJECT ACTIVITIES

• Create OGE Internal Event form (awaiting approval)
• Create OGE External Inquiry form (awaiting approval)
• Create OGE Internal Inquiry form (awaiting approval)
• Load OGE Legacy Data (awaiting approval)
• Load OGE Common App Data (in process)
• Load OGE TOEFL Data (in process)
• Create an OGE Event Inquiry load template (in process)
• Create new Banner App Object fields
• Update the Banner App Load to include new fields

Admissions Update

PROJECT HIGHLIGHTS

• Completed a planning session to identify tasks and timeline for an April release of the TargetX online application
• Created Admissions admin security profile

UPCOMING PROJECT ACTIVITIES

• Build the freshmen Kent undergrad application
• Build all other undergrad applications

Address Verification Update

Project Highlights

• Installed Experian QAS trial in Salesforce and began testing functionality
• Installed and tested Record Validation in Salesforce
• Created a comparison matrix of Record Validation and Experian QAS Salesforce features and functionality

UPCOMING PROJECT ACTIVITIES

• Determine if the tool can integrate with the application once the TargetX application is configured
• Talk to other TargetX schools to learn how they are performing address verification on the application
• Follow up with Experian on Salesforce trial and Talend integration POC

Marketing Cloud - Advancement Update 

PROJECT HIGHLIGHTS

• Developed January and February send campaign and schedule
• Identified additional Banner data requirements
• Worked with Salesforce to execute IP warming strategy
• Demonstrated out-of-the-box subscription center (preference) functionality
• Built subscriptions for out-of-the-box subscription center
• Discussed custom subscription center design to determine feasibility of one center to support multi-org environment
• Completed procurement of additional Sender Authentication Package

UPCOMING PROJECT ACTIVITIES

• Identify process to maintain affinity data
• Determine engagement score criteria
• Determine process for subscription and group management
• Finalize Business Unit structure
• Build segmentation reports
• Begin Marketing Cloud sends and IP Warming

TKS Update 

Project Highlights

• Set up registration email with a link to the student's specific TKS Event (for their college)
• Set up confirmation emails to be sent after registration
• Set up reminder emails
• Demonstrated how to view registration numbers for tracking
• Demonstrated how a student can cancel a registration
• Demonstrated how a TKS manager can cancel and reschedule events with an automated email sent to students

Upcoming Project Activities

• Train the TKS team (from RLC team)
• Create/set up reports used for attendance, agendas, college communication
• Conduct final testing and gain TKS team signoff

CRM Security Reporting Update 

Project Highlights

• Identified reporting needs
• Researched the Workbook Config tool which may address many of the reporting needs

Upcoming Project Activities

• Research “Shield,” a free tool that may address reporting needs
• Implement the appropriate tool
• Evaluate how to produce the remaining reports needed

Salesforce HEDA Discovery Update 

Project Highlights

• Installed and configured HEDA in SF 2
• Created a sandbox specifically for HEDA testing
• Remapped a few general person fields to use HEDA fields

Upcoming Project Activities

• Call Miami University (first school to implement HEDA) to learn more about their implementation
• Create a HEDA documentation specific to KSU as a reference for how HEDA will work for our institution

CRM Org Strategy Setup/Config Update 

Project Highlights

• Moved forms for University Calendar/FLASHperks to the new org (SF2)
• Tested General Person data in the new org (SF2) including HEDA fields
• Audited Grad Admissions data and corrections pending in the original org (SF1)

Upcoming Project Activities

• Load General Person Data to the new org (SF2)
• Test University Calendar/FLASHperks in the new org (SF2)
• Extract Grad Admissions Data to be saved from the original org (SF1)
• Delete General Person and Grad Admissions data from the original org (SF1)
• Remove University Calendar/FLASHperks specific fields from the original org (SF1)