Event Info

Setting Up LibConnect

Tuesday, February 1, 2022
1:30pm - 2:30pm (Eastern Time - US & Canada) change time zone

About:

This session is geared towards LibConnect admins and covers setup, importing profiles, and using your LibConnect system. We'll discuss Projects & Tasks as well as Reporting.

In this Session:

  • Setting up your LibConnect system including creating accounts
  • Setting up LibConnect Profile Types with custom metadata
  • Connecting LibConnect to LibCal and LibAnswers
  • Importing your LibConnect profiles
  • Analyzing Customer Profiles and recording interactions
  • Setting up Email Marketing including distribution lists, categories, and more.
  • ILS Integration
  • Managing unmatched system emails
  • Creating Projects with Tasks
  • Running Reports

 

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