Best Practices Before a New Term

A new academic term is a good time to clean up your CampusGroups data and refresh what students see. Work through the checklist below to prepare your platform. Each item links to the article that covers it in detail, where one is available.

Who can do this: Platform admins. Some items, such as updating group contacts and websites, can also be done by group officers.

ℹ️ Note: Some features below depend on your campus's package and settings. If you don't see a feature on your platform, contact your Client Success Manager.

Manage users

Bulk deactivate recent graduates and students who have left.
Import incoming students.
Update user tags and workflow teams.

Set up group registration

Launch group registration for new and returning groups.
Review approval forms and workflow steps.

Set up events

Prepare Event Hubs or Virtual Fairs for orientation.
Publish Welcome Back events to the calendar.
Add key campus dates, such as graduation, to the calendar.

Customize the platform

Update your homepage content and banners.
Refresh your Mobile Hub layout. For ideas, see our Mobile Hub setup recommendations.
Review your Left Menu against our best practices for menu customization.
Update your email templates and event templates.
Personalize onboarding for your users.
Set up gamification with badges and points to encourage users to explore the platform.

Collaborate with Ready Education

Explore upcoming events and webinars in Ready Connect.
Register for Ready University in Ready Connect.
Schedule a check-in with your Client Success Manager.

Support group officers

- Review group memberships and group contacts lists.
- Update group officers.
- Update group websites.