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Suggested Tasks for a New Term
Suggested Tasks for a New Term

A list of considerations for Administrators to make

Bridget DuBrey avatar
Written by Bridget DuBrey
Updated over a week ago

Getting ready for a new academic term? Review the list of suggestions below to make sure that your CampusGroups site is ready for a successful semester of engagement!

Manage Users:

  • Bulk deactivate recent graduates and students who have left the university

  • Import newly admitted students

  • Add/update User Tags

  • Check to ensure all workflow teams are up to date and edit if necessary

Start New Group Registration/ Group Re-Registration:

  • Make sure that the approval workflow process and the approval Form is up to date for new Group Registration and Group Re-Registration

Event Updates:

  • Prepare any Event Hubs or Virtual Fairs that you will use during Orientation or the beginning of the semester

  • Publish welcome back Events on the calendar

  • Begin to add signature Events (ex. Graduation) and key dates to the Calendar for the rest of the term

Customize the Experience:

  • Add a new Banner/additional content to your Homepage. You can find Homepage best practices and ideas here

  • Update your Mobile Hub. You can find recommendations for setup here

  • Review your Left Menu and consider any changes that need to be made. Review our best practices for Left Menu customization here

  • Update your platform's Email and Event Templates

  • Customize the Onboarding experience for your Users so they are encouraged to add information to their profile and learn more about the platform

  • Customize your Badges and Points to gamify your system and encourage engagement

General Administrative Tasks:

  • If applicable, close out fall semester Budgets and make sure spring semester Budgets are in the appropriate stage

  • If applicable, add a welcome back Checklist to encourage students to get active on the platform as they return

Collaborate with Us:

  • Register for CG University in the CG User Community and start taking the course

  • Review the CG Goals Guide and consider your Goals for the semester (CG User Community Login Required)

  • Schedule a check-in meeting with your Campus Success Consultant

  • Check out the list of upcoming webinars in the User Community and register for any that will help you succeed!

Group Officer Tasks:

Please contact or reach out to your dedicated Campus Success Consultant with any questions.

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