[civsa] Guest Itineraries for Weekday Tours

Katie Dawn Holdgreve-Resendez Katie.HR at Colorado.EDU
Wed May 10 10:30:34 CDT 2017


CU Boulder went live with Slate last week Thursday!!!

I think we need to have a Slate meet-up for those attending CIVSA in a few weeks. I have so many questions and would love to get advice from people. I also want to info share to help us all be successful.

For those who aren’t attending CIVSA, I can take notes and send it to the listserve.

If I were to set a date and time for us to meet during conference, could people be up for it?!

Katie

Katie Holdgreve-Resendez
Associate Director of Admissions
Director, CASE Building Services
Office of Admissions
University of Colorado Boulder
katie.hr at colorado.edu<mailto:katie.hr at colorado.edu>
303-492-4098

Discover what’s here! Choose the visit program<http://www.colorado.edu/beboulder/discover> that is best for you.
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From: listserv [mailto:listserv-bounces at civsa.org] On Behalf Of Roche, Jill
Sent: Wednesday, May 10, 2017 9:17 AM
To: listserv at civsa.org
Subject: Re: [civsa] Guest Itineraries for Weekday Tours

Happy Wednesday!

Our office will soon be implementing Slate from previous system: Datatel/Colleague.

Is there any other processes for visitors that you could share that would be helpful?

Nametags, Class Visit Cards, etc.?

Thank you for your time,

Jill Roche


Jill A. Roche
Office of Admissions
Augustana College
820-38th St., Rock Island, IL 61201
Direct: 309.794.7341
jillroche at augustana.edu<mailto:jillroche at augustana.edu>


On Fri, Apr 28, 2017 at 3:56 PM, Wyatt Ehrlich <wyattehrlich at pointloma.edu<mailto:wyattehrlich at pointloma.edu>> wrote:
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<tel:(619)%20849-7051> | Fax 619-849-2601<tel:(619)%20849-2601>
[https://docs.google.com/uc?export=download&id=0B448vmE9GVK6OFhZVW5nUkg4d3c&revid=0B448vmE9GVK6N2JSWTdpbHRab3plWEh5M0pudW1KNzlTMkJFPQ]<https://tracking.cirrusinsight.com/0d1d16c2-3fde-4392-a20a-049745ff042d/pointloma-edu>



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