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

Maria, a first year undergraduate student, has enrolled in the university and is assigned the following Success Network Connections:

  • Academic Advisor – Assigned to guide Maria on course selection and academic progress.

  • Career Services Counselor – Helps Maria explore internship opportunities and career planning.

  • Financial Aid Officer – Manages her scholarship details and assists with aid renewals.

  • Residential Hall Leader – Point of contact for housing-related support and community life.

  • Student Life Coordinator – Engages Maria in clubs, events, and leadership opportunities.

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 .

  • Enrollment - Success Networks can be associated either with an individual student or with a specific enrollment. Use this field to select the relevant enrollment record when creating a Success Network. For example, if a student is enrolled in the Maths Honors Program, you can create a Success Network specifically for that enrollment—capturing the unique advisors and connections linked to it.

    Note: This field is optional, as some Success Networks may be more general and are not tied to any particular enrollment.