About Success Networks

The Success Network feature provides the ability to manage and show a student’s important networks, for example a student advisor. Similarly, various areas on campus like Career Services, Student Life, Residential Hall Leaders, Financial Aid Advisors, etc. are possible connections that could help a student.

Using the Success Network feature, these relationship records can be created and shown to the student on the portal or to a Reach user in CRM to understand who else is related to a student and how.

For creating a Success Network record, see Creating a Success Network Record.

Example

The Asian Languages Department at Seagull University creates the Upgrade Now marketing list which is associated with a success network assignment record in which you are assigned the staff role of coach. Students in the group are enrolled into the Asian Languages program.

As coach, it is your objective to assist native English speaking students to understand and then grow their knowledge of the history of East Asian languages. As the program requires students to begin reading and writing elementary Japanese by the second semester, apart from helping students upgrade their skills, it also equips them for reading and writing assignments that will begin in the second semester.

Success Network Fields

This section provides information about the fields associated with a Success Network record:

  • Student – It is the contact of type student.

  • Staff Member – It is the staff member who can be a Contact or a User in Reach.

  • Role – It is the connection Role which explains the relationship between the Student and Staff member. E.g. Advisor, Coach, Mentor, Financial Aid Advisor etc.

  • End Date - The effective end date for a success network record. This date is used to monitor on a daily basis whether a Success Network record has expired so that the record can be deactivated automatically. This helps in managing the scenarios where Success Networks are required to be created for a specific duration of time.

  • Originating Success Network Assignment - The Success Network Assignment from which the Success Network record was created. It will be blank when the Success Network record is manually created .