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)
POSTED: Wednesday, February 21, 2018 - 4:08pm
UPDATED: Tuesday, April 2, 2019 - 2:01pm