Conducted by Hobsons staff, pre-conference workshops cost $200 per session and provide attendees with hands-on training on specific Hobsons products. This is a great way to enhance your value for attending Hobsons U. Anyone who registers for a workshop by April 30th will be entered into a drawing to win a Kindle Fire.
Make sure to book early, as there are a limited number of slots per workshop. A laptop is required for participation.
Workshops have been revamped to maximize the most popular topics for product users and to allow for more hands-on learning. You must sign up for these during registration.
Outlines presented are working drafts and are subject to change.
ApplyYourself 101
Date: Monday, July 16, 2012
Time: 9:00-10:30am
This hands-on workshop will cover the core functionality you need to know to effectively manage your application, such as queries, exports, and essential organizational features. We will also show you how to utilize basic analysis tools to better understand your data. Bring your laptop, your questions and an understanding of your admissions process. This workshop is designed for day-to-day users of ApplyYourself who have been using the product for less than two years (either because you are a new client, or new in your role.)
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Recruiting with Intelliworks
Date: Monday, July 16, 2012
Time: 9:00-10:30am
This workshop will focus on how to better leverage your Intelliworks CRM capabilities and introduce you to features/functions that you might not be aware of and that are already at your fingertips in the system. More tailored for the beginner, the executive, or the very busy user who hasn’t had the opportunity to dive into the larger feature set of their CRM. Your laptop is required.
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Data Management Best Practices for Joint Clients
Date: Monday, July 16, 2012
Time: 11:00-12:30pm
Learn how data is managed in both Connect and ApplyYourself. We will discuss how the data bridge works, best practices within the two systems, and recommendations for streamlined business processes. This workshop is designed for day-to-day users of Connect and ApplyYourself, or IT staff who want to better understand the connection between the two products. Your laptop is required.
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Connect 101
Date: Monday, July 16, 2012
Time: 11:00-12:30pm
Learn how to set up your Connect system to best handle your incoming data, including attributes and basic filter building. Also, learn more about the essential features that allow you to enhance your communication strategies and streamline your processes through data management. This workshop is designed for day-to-day users of Connect who have been using the product for less than two years (either because you are a new client, or new in your role.) Your laptop is required.
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Advanced AY: Configure Forms and Business Rules
Date: Monday, July 16, 2012
Time: 11:00-12:30pm
Do you want to add a new question, modify an existing question, or update your term or program list? This advanced session will teach you how to configure your own forms. Attendees will learn to add, edit, or remove choice groups and application questions while learning best practices for modifying your HTML. Also, we will discuss how to use business rules to drive students through the application easily while obtaining the data that you require. This workshop is designed for users of ApplyYourself who have the administrative rights for your application and who are comfortable with the basic features of the products. Your laptop is required.
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Common App Annual Updates, We Hardly Know Ye!
Date: Monday, July 16, 2012
Time: 11:00-12:30pm
Beguiled no more! This workshop will ensure your mastery of the two most important elements of the Common App Annual Updates season: configuration and supplements. Through a hands-on look at the various user interfaces, you’ll learn exactly how your configuration is reflected to applicants, counselors/teachers, and your staff when processing your online records. Using your existing or new supplement PDF, we will also explore the world of supplement data by filling out a comprehensive supplement data catalog, giving you a head start on an accelerated supplement go-live. This workshop is designed for all skill levels. In addition to your laptop, bring your current or new supplement PDF.
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Building a World Class Application with IW
Date: Monday, July 16, 2012
Time: 11:00-12:30pm
We will delve into the Intelliworks application management area and teach you everything you wanted to know about the form builder but were afraid to ask. We’ll review basics as well as more advanced formatting tricks and techniques. Finally, we’ll review best practices for managing the application & registration overall process including recommendations, requirements and other more advanced features. This workshop is designed for all user types. Your laptop is required.
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Communications Best Practices for Joint Clients
Date: Monday, July 16, 2012
Time: 1:30-3:00pm
Since you use both Connect and ApplyYourself, you have many communication options. Learn best practices for communications and filters, including creating e-mails based on application status, and using date changes to trigger e-mails. This workshop is designed for day-to-day users of Connect and ApplyYourself who have been using the product for less than two years (either because you are a new client, or new in your role.) Your laptop is required.
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Events & Interviews
Date: Monday, July 16, 2012
Time: 1:30-3:00pm
Learn how to set up an effective event management system within the E&I module in Connect. Strategies for one time and recurring events will be discussed, as well as utilizing the system to manage communications and increase attendance. This workshop is designed for day-to-day users of the Events & Interviews module in Connect – this does not cover the AY module. Your laptop is required.
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CRM Reporting/Dashboards for Undergraduate Clients
Date: Monday, July 16, 2012
Time: 1:30-3:00pm
Sarah Nissen, Interim Director of Admission at Minnesota State Moorhead, will co-lead this session with Hobsons, presenting her experiences using Connect for reporting. This session will focus on the use of report dashboards for daily use, as well as for year-end funnel and data reports tailored to undergraduate institutions. Your laptop is required.
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Student Success and Early Alerts–Strategies for Collecting Data
Date: Monday, July 16, 2012
Time: 1:30-3:00pm
Demonstrate best practices regarding the collection, storage, filtering and reporting of early alert related information as collected through a variety of means including: feedback surveys, special imports, and ad-hoc alerts. This workshop is designed for day-to-day users of the Retain system. Your laptop is required.
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Smooth Operator: Best Practices for Processing Common App Online Records
Date: Monday, July 16, 2012
Time: 1:30-3:00pm
Butter | but·ter (\bə-tər\) | Noun: Used to describe the smoothness of operations within the Common App Online Control Center after attending this workshop on how to most efficiently print, export, and email records. Submitted records won’t stand a chance against your processing prowess! Prospect records will be in awe of your communication capabilities! Retrieving submitted school forms will be a cinch! This workshop will teach you exactly how the pros process records ranging from Common Applications to Online School Forms in a hands-on demo using test records from the upcoming Common App Online system. This workshop is designed for users with beginning to intermediate experience with the Control Center. Your laptop is required.
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Automated Email Marketing with IW Communication Plans
Date: Monday, July 16, 2012
Time: 1:30-3:00pm
Do you want to make the most of your Intelliworks marketing capabilities, build out your messaging and take your overall marketing strategy to the next level? This workshop will teach you how to refine your current plan, further your marketing strategy, and continue to extend your reach by creating robust templates and learning the ins and outs of the automated marketing campaign management tool. This workshop is designed for both beginners and advanced users. Your laptop is required.
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Application Status via VIP Pages
Date: Monday, July 16, 2012
Time: 3:30-5:00pm
Learn how to set up your Connect VIP Page, filters, and attributes to provide admissions and status updates to students through Connect. This workshop assumes your application information is driven by an ApplyYourself application, but it will also be applicable if you have another source for application data. Your laptop is required.
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CRM Reporting/Dashboards for Graduate Clients
Date: Monday, July 16, 2012
Time: 3:30-5:00pm
Sarah Nissen, Interim Director of Admission at Minnesota State Moorhead, will co-lead this session with Hobsons, presenting her experiences using Connect for reporting. This session will focus on the use of report dashboards for daily use, as well as for year-end funnel and data reports tailored to graduate/professional institutions. Your laptop is required.
Download (PDF)
Student Success and Early Alerts–Communication Strategies
Date: Monday, July 16, 2012
Time: 3:30-5:00pm
Once an early alert is received in the Retain system, we will demonstrate options for taking action on your alerts, which would include: e-mails, surveys, web portal, text messages, and merged documents sent both internally to staff and externally to contacts and their influencers. Your laptop is required.
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Optimizing your Use of Intelliworks
Date: Monday, July 16, 2012
Time: 3:30-5:00pm
This workshop is focused on tuning up your Intelliworks CRM system. Learn how to optimize your contact record, build a more succinct case management process, fine tune your lifecycles and ensure that your application/registration process is being properly utilized and managed. Some of this session will be open for discussion with the focus on reviewing each module, sharing best practices, and taking your Intelliworks system to the next level. This workshop is recommended for those of you using the product for 1 year or less; or anyone else looking for a refresher. Your laptop is required.
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