Trellis Solutions

Trellis Appointment Scheduling is a free, enterprise level tool available to UA staff to facilitate personalized support with scheduled appointments and drop-ins using managed calendars. Trellis is focused on enhancing the University of Arizona's student and advisor experience, empowering both users to book their advising appointment on a simple, easy-to-use platform. The tool is designed to help facilitate interactions and provide a more modern, personalized experience in booking appointments, documenting student interactions, and communicating with 1:1 and 1:many.

Features 

• A holistic view of the constituent journey
• Calendar availability and appointment scheduling
• Virtual & in-person queue management & check-ins
• Drop-in advising
• Group advising
• Case creation (formerly "notes")
• Email and mobile text messaging (1:1 and 1:many)
• Post-appointment surveys
• Enrolled and prospective undergraduate logins
• 1-way Outlook Calendar integration
• Service (multi-tab feature)
• Chatter (in-system user & group interactions)
• Knowledge (in-system training & documentation)
• Reporting & dashboards

Interested? First step is to schedule your Discovery Session!

If you would like to see if Trellis Service Management could be a good fit for you, please schedule a Discovery Session with the Implementation Analyst for Appointment Scheduling here. 

The purpose of this session is to discuss your appointment scheduling needs, ensure that your use cases fit with the tool, and go over the training process and timing. Only one person needs to book an appointment. Feel free to share the confirmation with anyone else who will want to be a part of this initial discussion. 

SChedule discovery foR APPOINTMENT SCHEDULING

Trellis Marketing Cloud is a centralized mass email marketing tool used for creating, sending, and tracking your communications. With real-time audience segmentation, pre-branded templates, and DMARC protocol, your messages will be targeted and aligned with marketing guidelines. More than 40 divisions and colleges use Marketing Cloud, which increases overall visibility and coordination across campus. This tool is available to staff marketers and communicators who send bulk promotional and mission-critical email.

Features

• Create emails and organize your files in Content Builder
• Manage your department's mailing list through Salesforce Data Extensions
• Use segmentations and exclusions to target your mailing list
• Share mailing lists and collaborate with other business units across campus
• Send communications immediately or schedule your emails ahead of time
• Pull email reports to track open and click performance

Interested? First step is to schedule your Discovery Session!

If you would like to see if Trellis Marketing Cloud could be a good fit for you, please schedule a Discovery Session with the Implementation Analyst for Marketing Cloud here. 

The purpose of this session is to discuss your marketing needs, ensure that your use cases fit with the tool, and go over the training process and timing. Only one person needs to book an appointment. Feel free to share the confirmation with anyone else who will want to be a part of this initial discussion. 

Schedule Discovery for Marketing Cloud

Trellis Events is an enterprise events management tool that is available for free to all UA Employees. Trellis Events allows you to create and manage free or paid virtual, hybrid, and in-person campus events throughout the year.  

Features

• Create free or paid events (Paid events require additional configuration and permissions)
• Generate and publish an event page website to collect RSVPs
• Customize event email communications
• Easily invite, confirm, and send event reminders to participants
• Create multiple event ticket types
• Track attendance and view curated reports 
• Clone single events or generate recurring events
• Integration with UA Quickstart Sites to automate website content publishing
• Easily Promote Events to CatCloud and the University Calendar

Interested? First step is to schedule your Discovery Session!

If you would like to see if Trellis Events could be a good fit for you, please schedule a Discovery Session with the Implementation Analyst for Events here. 

The purpose of this session is to discuss your events, ensure that Trellis Events meets your event needs, and go over the training process and timing. Only one person needs to book an appointment. Feel free to share the confirmation with anyone else who will want to be a part of this initial discussion. 

Schedule Discovery FOR EVENTS

With External Partners within the Trellis enterprise system, you will establish thoughtful connection points between you at the University of Arizona and the external business organizations you intend to grow relationships with and communicate on a high level.

Features 

• Create leads and opportunities for action 
• Keep track of business organizations and individuals that you interact with
• Establish a stable communication channel
• Effective engagement through contact management
• Simplify communication outreach from one tool

Interested? First step is to schedule your Discovery Session!

If you would like to see if Trellis Events could be a good fit for you, please schedule a Discovery Session with the Implementation Analyst for External Partners here. 

The purpose of this session is to discuss your department's use cases, ensure that Trellis External Partners meets your needs, and go over the training process and timing. Only one person needs to book an appointment. Feel free to share the confirmation with anyone else who will want to be a part of this initial discussion. 

Schedule Discovery FOR external partners

Program Management is a new Trellis feature that allows for defining programmatic activities and cohort-based participation tracking. Using the light application feature or adding lists of participant records, users can manage prospect and participant pipelines with communications (journeys coming soon) and report on, communicate with, or take other engagement actions on participation in their programs. 

Features 

• Identify affiliated university or external contacts who contribute to a program 
• Assign mentor relationships
• Auto-populate step by step plans related to a program
• Handle a wide variety of student, employee, and community use cases

Interested? First step is to schedule your Discovery Session!

If you would like to see if Trellis Events could be a good fit for you, please schedule a Discovery Session with the Implementation Analyst for Program Management here. 

The purpose of this session is to discuss your management use cases, ensure that Trellis Program Management meets your needs, and go over the training process and timing. Only one person needs to book an appointment. Feel free to share the confirmation with anyone else who will want to be a part of this initial discussion. 

Schedule Discovery FOR Program management

Trellis Social enables social media managers to plan, schedule, and publish their Facebook, X (Twitter), Instagram, and LinkedIn posts while sharing content with other departments to amplify engagement. It is a free, enterprise level tool used to connect with audiences across social media platforms, as well as monitor and track campaigns for real-time performance analysis.

Social media accounts speaking on behalf of the University of Arizona that meet the following requirements are eligible for access to the university-wide social media software, Sprout Social. Eligible accounts must:

• Have completed a Social Media Strategy Form 
• Post a minimum of three times per week on each account connected 
• Actively utilize Sprout for scheduling and analytics, with no more than one month lapse
• Follow social media and brand guidelines for marketers found at social.arizona.edu 

Features

• Publishing social posts to multiple platforms using one singular login 
• Engaging with your audience
• Content sharing & amplification
• Social Reporting
• Social Listening and Response
• Benchmarking
• Reputation management
• Easy process to add & remove users 

Interested? First step is to complete your Social Media Strategy Form! 

If you would like to see if Trellis Social would be a good fit for you, please complete the Social Media Strategy Form. Once this is done, the Director of Social Media will reach out to meet with you and let you know the next steps.  

Complete the Social Media Strategy Form