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Staff Training

This summer, we will be conducting several training sessions for staff members on the Retain and Connect CRM systems. Keep checking this site for new training opportunities.

> Sign up for training here.

> Get training resources here.

> Submit training feedback here.

Please contact Amanda Fuentes Lorens (mfuentes@hunter.cuny.edu) or Patricia Lapinski (pl26@hunter.cuny.edu) with any questions.

Training Session Schedule

Date/Time Location Topic Description CRM Recommended Hobsons  pre-recorded Webinars *
Thursday, July 11
3-5 PM


TH402 Attributes & Filters: Using CUNYfirst data to capture the right students We will discuss the new CUNYfirst data structure in Retain, and how to use core filters to build capture the right population
RETAIN - Getting an Overview of Retain
- Creating Effective Filters for Beginners
Thursday, July 18
3-5 PM

TH402 Emails: Creating them, queueing them, reviewing them In addition to how to build, queue templates and review results, we will talk about using standard templates to maintain consistency in branding RETAIN and CONNECT - Getting an Overview of Retain or Connect
- Emails that Connect
-Advancing your E-mail Templates
Thursday, August 1
3-5 PM

CANCELED
HN1001,
Lab E
Reporting: Viewing Essential Data at a glance How to build reports and report dashboards for quick reference RETAIN and CONNECT Reports and Dashboards
Thursday, August 8
3-5 PM

(sign up)
HN 1001,
Lab E
MyHunter: Build and manage content to keep your students engaged Learn about what the MyHunter page is, what you can use it for and how you can get your content posted RETAIN - Getting an Overview of Retain
- Controlling Content on the VIP page
Thursday, August 15
3-5 PM

(sign up)
TH402 Group Chat: A new way to engage students online Participate in a demo of a group chat session and learn how to create, invite students to and conduct an online group chat RETAIN Group Chat
Thursday, August 15
3-5 PM

(sign up)
HN 1001
Lab E
Contacts: Best Practices of Searching for, updating and entering new contact info Useful for staff in the Offices of Recruitment and Outreach and Admissions who manage student contact records in the CRM
Undergrad CONNECT Data Entry for Connect and Retain
Thursday, August 22
3-5 PM

(sign up)
HN 1001
Lab A
Events & Interviews: Automating event management to free up your time Event management through the E&I tab RETAIN and Undergrad CONNECT Events & Interviews Parts I and II

*
Information about how to access Hobsons pre-recorded webinars will be emailed upon signing up for the training sessions. Please view the recommended webinars in advance of the training.