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Integrated Online Services (IOS) Help Ticket [1]

Team leaders meet twice per week to respond to incoming requests. When specifying a desired delivery date, please allow for a general delivery time of ten business days as a starting point. We will contact you to discuss the specific timeline associated with your request.

If your ticket contains more than four (4) files, then please email us at crmhelp@cu.edu [2]

List Upload Prerequisites

Please follow these steps to submit a list of contacts for upload to the IOS Salesforce. 

  1. Download this template [3] to understand the data needed and the desired formatting. All columns on this list are required. Please include any additional fields on the contact record you would like included in your upload.
  2. Discuss internally if you want the Collegis call center to contact this list (populate Column M with TRUE/FALSE).
  3. Review our Lead Source Attributions [4] and select a value for both Source Channel and Lead Source to include with your list. 
  4. Find or Create a campaign [5]to add your contacts to when they are uploaded. 

 

Please allow for a general delivery time of ten business days as a starting point. If your request is urgent, please specify the urgency in the prioritization dropdown below.

Getting Salesforce Access

 

 

 

You may have the opportunity to include numerous specializations under the same program in a single request. All included specializations must require the same type of request (add or modify or delete).
online.cu.edu
online.cu.edu

Program Information

(track/minor/major)
(track/minor/major)
(track/minor/major)
(track/minor/major)
(track/minor/major)

Standard Process When Adding New Program

New Program Questionaire

After submitting your request for a new IOS program, you'll need to complete a questionaire pulling together a number of resources about your program [7]. This information will be used to create the program page on the IOS website (online.cu.edu) as well as any additional marketing assets.

Standard Process When Deleting Program

  • IOS will remove the program page and, if applicable, any associated landing pages from online.cu.edu. This includes references to the program in RFI form selection options and the “Find My Program” feature on the site.
  • Separately, you will need to take steps to discontinue or modify any paid campaign activity, including AdWords, social media activity and other outlets making references to the program. Historical data for the program will still be available, however, no new data will be collected.
Web support entails content housed on online.cu.edu (not campus sites).
Web support entails content housed on online.cu.edu (not campus sites).
Files must be less than 2 MB.
Allowed file types: gif jpg jpeg png pdf doc docx ppt pptx xls xlsx.
Files must be less than 2 MB.
Allowed file types: gif jpg jpeg png pdf doc docx ppt pptx xls xlsx.
Files must be less than 2 MB.
Allowed file types: gif jpg jpeg png pdf doc docx ppt pptx xls xlsx.
Files must be less than 2 MB.
Allowed file types: gif jpg jpeg png pdf doc docx ppt pptx xls xlsx.

Contact Information

Provide email addresses for everyone on your team that should be included in follow-up emails or meetings, separated by commas.
CAPTCHA
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Source URL:https://www.cu.edu/crm/forms/integrated-online-services-ios-help-ticket

Links
[1] https://www.cu.edu/crm/forms/integrated-online-services-ios-help-ticket [2] mailto:crmhelp@cu.edu [3] https://www.cu.edu/doc/list-upload-template-v2xlsx?download=true [4] https://www.cu.edu/blog/integrated-online-services/ios-lead-attributions [5] https://www.cu.edu/blog/integrated-online-services/create-or-update-salesforce-campaigns [6] https://www.cu.edu/blog/integrated-online-services/getting-salesforce-access [7] https://www.cu.edu/sites/default/files/CU%20Online%20Program%20Discovery%202023.pdf [8] https://cuonline.my.salesforce.com/ [9] https://www.cu.edu/blog/integrated-online-services/salesforce-login [10] https://www.cu.edu/sites/default/files/2015_CampusITHelpDesks.pdf