Banner Communication Management Nathan Blose Shawn Nicklow Indiana

Banner Communication Management Nathan Blose & Shawn Nicklow

Indiana University of Pennsylvania IUP is a vibrant, comprehensive, research-based, teaching-focused, student-centered learning community. üAbout 10, 500 students üOver 50 Departments üAbout 700 Faculty

Timeline

Organization • Root Organization • Indiana University of Pennsylvania (Everyone has access) • Organization • • • Bursar’s Office (Email) Financial Aid (Email) Orientation (Email) President’s Office (Email) Registrar’s Office (Email) Web Team – Marketing and Communications (Email and Mobile Push)

Organization - Security • Everyone has access to the root organization • Using FCAC to restrict access to each organization • GCRORAN – GCRORAN_SURROGATE_ID

Folder Creation • Everyone has access to all Ellucian supplied folders (CM_), and IUP GENERAL • Each Office has it own folder • Using FCAC to restrict access to each folder • GCRFLDR – GCRFLDR_SURROGATE_ID

Interactions • We currently don’t use the interactions portion of BCM. • Mostly never will because of GUIMAIL tagging.

Template • Template set up • Data fields set up by IT • Data fields used by administrative offices to set up template • Using a mix of Ellucian supplied data fields and custom ones • Preferred First Name • Loan Information

Template

Queries • IT creates SQL queries to search the system to produce populations that meet specified criteria • Population can be directly generated through BCM or Banner Admin (GLBDATA)

Populations • Query generates population within BCM • Can manually add recipients

Communications • Select: • • Organization Population Template Schedule • Send now • One time scheduling • Recurring scheduling • Minutes, hourly, daily, weekly, monthly, yearly

Communications

Completed Communication Summary • Group Send Summary • • Completed Processing Error Stopped • Ability to stop communication mid-processing

Open to the Floor • Questions • Comments

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