Pre-Conference Training

Wednesday, June 25 | Finalsite University, Orlando | $300

Empowering Your Growth: Learn, Engage & Thrive

Set yourself up for success at Finalsite University 2025 with our exclusive Pre-Conference Training. This immersive, full-day event is designed to accelerate your skills, empower your growth, and prepare you to thrive in your role.

Choose from 1 of 3 specialized tracks tailored to your experience and goals!

Composer
Foundations

Perfect for beginner Composer users and new admins, this track helps you build a strong foundation and master essential tools.

Taking Composer
to the Next Level

Designed for experienced Composer users, this track dives deep into creative solutions and advanced techniques.

Streamlining Success with
Finalsite Enrollment

Learn how to streamline admissions, enhance communication, and maximize your enrollment strategy.

Why Attend?

Invest in Your Role: Gain hands-on experience and expert guidance to excel in your position.
Drive Success: Learn the strategies to improve your school’s website, enrollment process & community engagement.
Exclusive Training: Get insider tips to make the most of your tools during dedicated consulting time with Finalsite pros.
Space is Limited: Seats for this premium training are capped to ensure personalized attention—reserve your spot today!

Schedule & Agenda

8:00 — 9:00 AM: Breakfast
9:00 AM — 12:00 PM: Training: Foundations and Core Skills

12:00 — 1:00 PM: Lunch
1:00 — 4:00 PM: Training: Application and Innovation

Choose from one of three specialized tracks to match your experience and goals.

Composer Foundations: Composer Basics Made Simple

Designed for new Composer users and admins, or those who want a solid foundation.

MORNING SESSION: Getting Started with Composer

Build a strong foundation by learning the core tools and functionalities of Composer.

Structure

9:00–11:30 AM: Guided instruction and group exercises.
11:30–12:00 PM: Individual working time to apply skills and finalize morning projects.

Topics

Building pages with essential elements (columns, accordions, tabs).
Managing and displaying resources, creating galleries, and editing page layouts.
Creating and displaying posts and calendars effectively.

AFTERNOON SESSION: Composer with Confidence

Elevate basic skills to create cohesive, professional-looking pages that align with your school’s branding and navigation needs.

Structure

1:00–3:30 PM: Guided instruction, hands-on exercises, and group discussion.
3:30–4:00 PM: Individual working time to implement advanced techniques.

Topics

Style Guide Mastery: Apply your school’s style guide to create visually appealing pages.
Page Layouts in Action: Refine headers, footers, and banners to tell your school’s story.
Navigation Refinement: Optimize navigation for clarity and usability.
Hidden Gems: Discover more advanced features like reusable content blocks and seasonal updates.

Taking Composer to the Next Level: Creative Solutions for Your Challenges

Designed for experienced Composer users ready to deepen their knowledge.

MORNING SESSION: Efficiency and Problem-Solving

Master time-saving strategies and creative solutions for advanced Composer users.

Structure

9:00–11:00 AM: A closer look into tools and strategies with guided exercises.
11:00–12:00 PM: Individual working time and one-on-one consultations with Finalsite experts.

Topics

Efficiency Hacks: Shared elements, reuse content, and accessibility checkers.
Advanced Permissions: Deep dive into permissions for admin users and groups, ensuring secure and efficient team collaboration.
SEO Boost: Hands-on setup for SEO in page settings. Explore how to create landing pages with strategic keywords and analyze page performance.
Resource Optimization: Organize resources with bulk actions, use alt text effectively, and leverage galleries for unique purposes like event archives or downloadable files. Plus creative and efficient solutions for resources and galleries.

AFTERNOON SESSION: Customization and Creativity

Leverage advanced Composer features to create custom solutions tailored to your school’s needs.

Structure

1:00–3:00 PM: Guided instruction and creative problem-solving.
3:00–4:00 PM: Individual working time and one-on-one consultations with Finalsite experts.

Topics

Custom Landing Pages: Craft engaging landing pages, including creative uses for 404 and search results pages.
Posts with Purpose: Innovative uses for posts beyond news, like course catalogs and handbooks.
Forms in Focus: Advanced forms management, from conditional logic to streamlining payment collection for events or registration.

Streamlining Success with Finalsite Enrollment

Designed for those using Finalsite Enrollment to streamline admissions.

MORNING SESSION: Best Practices for Admissions Success

Build a roadmap for a smooth admissions process and leverage tools for better outcomes.

STRUCTURE

9:00–11:30 AM: Guided walkthroughs of workflows and features.
11:30–12:00 PM: Individual working time to map out workflows.

Topics

Setting actionable goals and leveraging work calendars.
Best practices for communication, events, checklists, and reporting.
Tips for every stage: inquiry, application, enrollment, and billing.

Agenda

9:00–11:30 AM: Guided walkthroughs of workflows and features.

Inquiry: Optimize inquiry management for higher engagement and conversion. Demonstration (Best Practice Concepts):

Build an inquiry form with calls to action that trigger internal checklist items and automated responses.
Integrate inquiries into the admissions calendar using events on the inquiry form and best practices for using public calendar links.
How to build a best practice Inquiry checklist to increase conversions
Set up triggers for follow-up communication using automated communication plans.

Application: Simplify and enhance the application process for families and staff to increase application completion rates. Demonstration (Best Practice Concepts):

Build a best practice application form that meets all reporting needs. Think about reports first, and then work backwards to define any process gaps to collect that information for reporting.
Managing application statuses and follow up using internal checklist items, internal reminders using automated communication plans and how to customize system notifications.
Automating checklist communications for missing documents or deadlines.
How to utilize parent portal templates for deadlines and customization.

Enrollment: Create a seamless transition from application to enrollment and timely contract submission.
Demonstration (Best Practice Concepts):

Enrollment contracts/agreements
Preview/testing & generation
Electronic signature best practices with single signature, dual signature and countersignatures.
Checklist description best practices and how to customize the ‘contact communication area’ template for deadlines and important links.
How to automate checklist/contract completion reminder emails to ensure timely submission.

11:30 am — 12:30 pm | Individual working time to map out workflows.

Setup calendars/new appointments mapped to checklist items
Update checklists to create new items or to add explanation text
Update or customize communication templates
Setup automated communication plans

AFTERNOON SESSION: Streamline, Strategize, and Scale

Customize workflows, communications, and strategies to streamline admissions and maximize efficiency.

STRUCTURE

1:00–3:00 PM: Guided instruction and brainstorming.
3:00–4:00 PM: Individual working time and one-on-one consultations with Finalsite experts.

Topics

Workflow Systems: Develop efficient systems for managing key admissions milestones, from inquiry to enrollment.
Strategic Communication: Create compelling, automated email campaigns for every stage of the admissions funnel.
Event Management: Plan and manage admissions events like open houses or interviews with integrated workflows and checklists.
Checklist Customization: Build applicant checklists tailored to different grades, programs, or timelines for a personalized admissions experience.
Data-Driven Decisions: Analyze enrollment reports to uncover trends and optimize your admissions strategies for the next cycle.
Dream Big Session: Collaborate with experts to brainstorm big-picture ideas for growth and scalability in your admissions processes.

Agenda

1:00 — 3:00 pm | Guided walkthroughs of workflows and features.

Workflow Systems: Efficient Management of Admissions Milestones (30 minutes)

Setting up and refining workflows for inquiries, applications, and enrollment.
Automation tips: Reduce manual tasks while maintaining a personal touch.
Brainstorming/Collaboration: Clients can share an update they made and how it will help them or ask a question about something that’s challenging them.

Strategic Communication: Compelling, Automated Email Campaigns (30 minutes)

Create automated communication plans for a specific admissions status or an attended event to keep families engaged at each stage.
Use status triggers for incomplete checklists, checklist completion and event thank you emails.
Use internal reminder automation to verify submitted transcripts or to see when applications are complete.
Brainstorming: Clients can share how their conversions will be improved to nudge families towards completion and how they’ll save time with automation.

Event Management: Integrated Planning for Admissions Events (30 minutes)

Setup calendars with customized and branded communication templates.
Customize checklist item descriptions to describe the event and inform families of reminder/confirmation emails.
Craft a thank you email that can be tied to an automated communication plan
Create a saved registration report within Search & Reports for event registration and attendance tracking.

Checklist Customization and Data-Driven Decisions (30 minutes)

Revamp the required/optional items on the inquiry checklist to better track conversions and campus visits
Checklist customization for different grades, programs, and other custom criteria.
Setup automated communication plan email reminders for pending checklist items.
Build a date based admissions report to track conversions and completion.

3:00 — 4:00 pm | Individual working time and one-on-one consultations with Finalsite experts.

Build or refine workflows, forms, communications, checklists, events, and parent portal templates.
Work on specific challenges or goals with the CEC.

REGISTER

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Which pre-conference training track are you registering for?required

Track 1: Composer Foundations ($300.00)

Track 2: Taking Composer to the Next Level ($300.00)

Track 3: Streamlining Success with Finalsite Enrollment ($300.00)

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