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Below is the recommended self-guided training schedule for new advisors. Take one bite at a time! For experienced users, take the Knowledge Check to help reflect on where to expand your wisdom of Bulldog Connect. For new users, read over the Getting Started article to get started using Bulldog Connect. If you wish to have want a personalized training, please submit this form with your interests and availability.


Basic (Months 1-3)

Intermediate (within year 1)

Advanced (years 2 and beyond)

Back to Basics

Log into Bulldog Connect

Student Profile (all tabs) 

Success Markers

Quick search

Customized Staff Dashboard

Tags requests: Submit a Ticket

Changing roles (Staff, Professor, Student) and review features

Download center for reports (quick links home page)

Category requests: Submit a Ticket

Access student profiles

Notes (electronic sticky notes)

Use Student Lists for outreach

Issue a referral

Student Lists

View assigned students or lists

User Settings


Troubleshooting errors: Submit a Ticket 

Review Bulldog Connect Vocabulary


Appointments & Campaigns

Report on Appointment/Appointment summaries (home page, student profile, appointments tab)

Associate eligible appointments in campaigns

Managing multiple advisors appointments (Appointment Center)

View recent reports on appointments

Share Personal Availability Link (PAL) with students

Multiple staff appointment campaign

Availability including meeting types

Cancel, edit, and reschedule appointments

Record Visit using the Appointment Center or Kiosk

Google calendar sync

Build and manage appointment campaigns

Appointment Center

Placing busy blocks on Google calendar (set as Free on Google)

Add new students to a live campaign

Export campaign data

Student history tab: view appointment summaries

Appointment Queue (notifications)

Managing drop-ins (through BC features)

Student history tab: view alerts

Schedule appointments and for other staff

Appointment Campaign nudges (manual & automatic)

Alerts & Cases

Manage assigned cases in the Cases tab

Use actions (messaging) in case management

 Utilize cases report

Sort and filter cases

Triage cases (assign to others)

Close cases (individual and mass)



Email Signature

Merge Tags for Email Messages

Search, sort, and filter messages

Messaging Campaign and nudges

Mass communications: advisees, lists, searches, reports

Advanced Searches

Search & Export assigned students

Students not enrolled in a specific semester

Advanced/Complex Searches

Create a student list from search results

Use different search criteria (student list, my students)

Searches for student outreach (GPA, major, student groups, advisor assignments, etc.)

Save Searches


Building and export student lists and reports

Notes report

Utilizing reports for recruitment and outreach

Appointments report

Referrals & Cases reports

Scheduled Reports

Appointment Summaries report

Saved Searches

Student Enrollments (final grades)

Student Report

Saved Reports

Automated Actions