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General Note: Site Update Frequency

March 28th, 2019 by Kathy Meyer

Adoption of OwlConnect, and the powerful constituent management capabilities it offers, continues to grow across campus.  Please note that this site is only periodically updated.

  • For existing users, the latest guides, list requests, and support materials can be found on the OwlConnect Support Center.
  • For new users,  you may follow the instructions in this blog to register for Fundamentals and begin your journey towards leveraging the insights that OwlConnect provides.

 

Already an OwlConnect user?

  • You can access the OwlConnect system (Blackbaud CRM) by logging into Rice’s VPN and entering owlconnectPROD.rice.edu in your browser!

 

 

Happy OwlConnecting!



How to Request a Mail or an Email Communication List

September 24th, 2018 by Kathy Meyer

 

You may request mail or email communication list requests using the Communication List Query Request form available in our Support Center, in the “Marketing and Communications” area.  Prior to requesting a list, please ensure you have attended related training on marketing and requesting lists.

 

To view the latest available courses, please continue to visit  https://tinyurl.com/OwlConnectTrainingCalendar.

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Have Questions? Check Out Open Labs!

September 10th, 2018 by Kathy Meyer

These labs provide users with an opportunity to work in the OwlConnect production environment while experienced staff are available to assist with questions, how-to, etc.  Thanks to everyone who has stopped by one of our past labs.

No registration required, just drop in at an open lab when it’s offered. Your laptop is highly recommended.

The labs cover as much functionality as possible.  If you have a specific interest area after training, you submit your question beforehand so our experts can be prepared to assist.  In this case, please contact Rochelle Salazar.  For the latest information on course offerings and open labs, please visit: https://tinyurl.com/OwlConnectTrainingCalendar.



OwlConnect Friendly URLs

August 7th, 2018 by Kathy Meyer

The following short links will take you to the OwlConnect envioronment you need, depending on your business purpose.  Type the appropriate user-friendly URL in your browser:

  • OwlConnect Production (view-only after you take Fundamentals): owlconnectPROD.rice.edu
  • OwlConnect TrainingowlconnectTRAIN.rice.edu
  • OwlConnect TestingowlconnectTEST.rice.edu (used if you need to validate some functionality before it goes to Production)


Getting Access to OwlConnect / Fundamentals

July 24th, 2018 by Kathy Meyer

WHAT TYPE OF ACCESS IS AVAILABLE?

  • New users that were not part of the initial rollout

Please download the linked access form. The form is also available here at the OwlConnect Service Center.  If you were not part of the initial rollout list, you will need manager approval before receiving a login to the OwlConnect training environment.

  • Approved New Users – Level 1: View Only Access

Upon completion of the Fundamentals of OwlConnect training, users will have view-only access to the CRM system.  Fundamentals includes:

1. Data Security Policy and Confidentiality Agreement

2. Self-Paced Parts I and II

For links and instructions for Fundamentals, please refer to this blog post with access instructions.

The first step is to register and complete the employee agreement, which is listed as the Data Security Policy and Confidentiality Agreement “course” in Canvas.

  • Approved New Users – Level 2: Functional Area Access

Users who have taken more advanced courses will have access to those specific functional areas once they have completed the curriculum for that topic.  Priority is given to current Millennium, Salesforce, and Flatbridge users who have transitioned to OwlConnect.  Please note that specific tracks may require a series of courses to be completed before add/edit access is granted.  For example, the events management curriculum requires Courses 1-4 to be completed before receiving events staff rights to the system.

 

Note:  For Fundamentals course credit, please ensure you clicked the “Next” button after you pass Quiz 10 in Fundamentals Part II and view the last module called “End of Course & Evaluation.”  Remember to complete the evaluation form!

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OwlConnect Training: Functional Area Training

July 11th, 2018 by Kathy Meyer

A training calendar has been created as an up-to-date reference to the courses scheduled to date: Click here to access the calendar – Save as a favorite!  As training is scheduled, it is posted to the calendar.  If you have a specific training need, please contact Rochelle Salazar.

 



OwlConnect Training: Accessing Fundamentals

June 19th, 2018 by Kathy Meyer

 

Welcome!

OwlConnect Fundamentals is the first step towards getting access to the system.  The self-paced training is split into two parts, each taking approximately 1 hour.  All users must complete the Fundamentals course for “view-only” access to the system.  Course completion is required before enrolling in any of the functional area specific courses, such as prospect management, event management, etc.

Topics covered in this post:

  1.  Mandatory Data Security and Employee Confidentiality Agreement
  2. Launching Self-Paced Training – Part I
  3. Launching Self-Paced Training – Part II
  4. Technical Help
  5. Frequently Asked Questions

 

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The System Landscape

November 12th, 2016 by Kathy Meyer

The OwlConnect system interfaces with several key system to include information related to donors, events, and prospects from across the Rice systems landscape.

 

Click graphic to enlarge: