[civsa] Guest Itineraries for Weekday Tours

[Wyatt Ehrlich]

Nicole,

Thanks for the email.  This is helpful and what I am looking to do.

Hope you have a great weekend!
-Wyatt

*Wyatt Ehrlich*
Campus Visit & Events Manager
SoCal Naz Admissions Counselor
*Tel* 619-849-7051 | *Fax* 619-849-2601
* <http://undergraduate.pointloma.edu/>*

On Fri, Apr 28, 2017 at 2:41 PM, Nicole Luchau <Nicole.Luchau at du.edu> wrote:

> Hi Wyatt,
>
>
>
> That sounds like quite the process! At the University of Denver we do a
> lot through our CRM, Slate.
>
>
>
> Through Slate, we are able to schedule all students who have registered
> for a Daily Visit for academic appointments as well as class visits. Once
> all of this information is in Slate, we have created a Query that pulls the
> itinerary information and we save that Query (in excel format) to our
> computer. We have then created a mail merge word document based off of the
> Query’s information, and mail merge the saved excel file into the word
> document. This way we are able to create our itineraries very seamlessly.
>
>
>
> To save paper, we only print itineraries for those who register for
> academic appointments and/ or class visits as those items are outside of
> our typical Daily Visit itineraries (the information session and tour).
>
>
>
> I hope this helps!
>
>
>
> Warmly,
>
>
>
> *Nicole Luchau*
>
> *Campus Visit Program Coordinator*
>
> *Undergraduate Admission*
>
> *DU Alumna 2015 BSBA*
>
> 303.871.6982 <(303)%20871-6982> | nicole.luchau at du.edu |
> www.du.edu/admission
>
>
>
>
>
>
>
> *From:* listserv [mailto:listserv-bounces at civsa.org] *On Behalf Of *Wyatt
> Ehrlich
> *Sent:* Friday, April 28, 2017 2:57 PM
> *To:* listserv at civsa.org
> *Subject:* [civsa] Guest Itineraries for Weekday Tours
>
>
>
> Happy Friday!
>
>
>
> At Point Loma we create a printed itinerary to attach to each welcome
> packet for our guests.  This itinerary includes Tour Information, Lunch
> Details, and any additional appointments that are scheduled for the day.  I
> currently have our front desk student workers create and print the
> itineraries for the following day (ranging between 5-75 itineraries).
>
>
>
> There is a lot of copy/pasting involved, but this still takes quite a bit
> of time to create and print each custom itinerary.
>
>
>
> I'm curious to hear how y'all go about doing itineraries (if at all).  Do
> students feel special having their name on a packet as opposed to receiving
> a generic packet?  Do you only send custom itineraries to students through
> email, and everyone else just gets a packet?
>
>
>
> We use SalesForce/TargetX for our management software --- I'm also open to
> the idea of learning new ways to automate processes to generate itineraries
> as well. :)
>
>
>
> Enjoy your weekend!
> -Wyatt
>
>
>
> *Wyatt Ehrlich*
> Campus Visit & Events Manager
> SoCal Naz Admissions Counselor
> *Tel* 619-849-7051 <(619)%20849-7051> | *Fax* 619-849-2601
> <(619)%20849-2601>
>
> *
> <https://tracking.cirrusinsight.com/0d1d16c2-3fde-4392-a20a-049745ff042d/pointloma-edu>*
>
>
>
> _______________________________________________
> listserv mailing list
> listserv at civsa.org
> http://civsa.org/mailman/listinfo/listserv_civsa.org
>
>
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://civsa.org/pipermail/listserv_civsa.org/attachments/20170428/dc5985f6/attachment-0001.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.png
Type: image/png
Size: 14113 bytes
Desc: not available
URL: <http://civsa.org/pipermail/listserv_civsa.org/attachments/20170428/dc5985f6/attachment-0001.png>