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Hands on with Banner Relationship Management (HOT) (R) (2220)
Track:
Recruiting and Admissions
Educatsional Expertise
Focus: Banner Relationship Management
Program Code: 2220
ADDITIONAL PRESENTER / PANELIST:
Denise Mendonca, Business Analyst, Datatel+SGHE
LEAD PRESENTER / PANEL ORGANIZER / BOF LEADER :
Anita Desai, Business Analyst, Datatel+SGHE
Description
This hands on session will provide participants with an opportunity to explore how Banner Relationship Management can help you build and strengthen relationships with your constituents across the entire lifecycle from prospects to students to alumni. Guided exercises will be provided that will help you understand the key CRM features, including targeted populations, communication templates with personalization fields, campaigns, and interactions. Additional exercises will help you become familiar with features that support admissions, including admissions funnels and probability and desirability ratings. Guided exercises will also help you explore and understand Early Alerts functionality that can be used to proactively identify and support student success and retention initiatives on campus.