2020 Trellis Constituent Relationship Management

Expanding Student and Faculty Relationships with Trellis

Transforming Personalized Digital Experiences

Trellis, the University’s constituent relationship management program, is connecting our University like never before. Since the program officially kicked off in January of 2019, the Trellis team has worked directly with the students, staff, and faculty to create a suite of applications that help streamline and personalize interactions between constituents. Thanks to the support of many strategic partners, leaders, and divisions across the university, Trellis launched several applications in just eight months.

Centralized Marketing Platform Ignited by COVID-19

When faculty and staff were suddenly faced with the many changes brought about by COVID-19, the vast variety of communication channels within campus became a challenge for important timely and consistent messaging. Communications coming from Campus Health Services, the Provost Office, and even critical University-wide operational updates by President Robbins needed a single source for current student and employee recipients.

Trellis, in partnership with Marketing & Brand Management, pivoted to implement Trellis Marketing for University senior leadership. As a result, the University was able to streamline its email strategy so the right messages with consistent tone and brand reached key stakeholders.

Because Trellis Marketing integrates smoothly with the rest of the Univerisy of Arizona’s Constituent Relationship Management (CRM) system, the data is updated nightly and provides robust analytics.

Additional campus units will be onboarded in Trellis Marketing in FY21.

New Platforms Support Student Academic Success

Trellis Advise is a new user-friendly scheduling and communications platform allowing advisors to manage their academic appointments and advising notes. Students are empowered to view their advisor’s availability and book appointments.

The Trellis team partnered with Advising Resource Center and the advising community to understand how to best support students in their academic journey. Additionally, students provided feedback on their academic advising interactions which helped the Trellis team develop a more consistent scheduling experience.

Trellis Progress was built and developed in partnership with the Student Success & Retention Innovation (SSRI) team and allows instructors to provide both positive and constructive feedback on course performance and attendance. This feedback is also shared with student support staff (e.g., academic advisors) to ensure timely support for students and guide them to academic resources.

Trellis Wins Higher Education Award

The University of Arizona’s Trellis CRM program was announced the winner of this year’s Salesforce Higher Ed Summit Award for”Excellence in Student Success.” The university was nominated in February as one of three finalists in the country. This was the University's first nomination and win, in its first year as a startup program.

Trellis Social

This past year, Trellis Social launched as a powerful social media management tool that enabled University social media managers to share content across channels more effectively. By using a single tool, marketers generate quality content to larger, more engaged audiences and can monitor their campaigns for real-time performance analysis, including social listening. With the onset of the COVID-19 pandemic, Trellis Social facilitated easier and more consistent messaging on health and safety, mental health resources, and COVID-19 health updates across UArizona channels.


Trellis CRM

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Trellis Social

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Trellis Marketing Cloud

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  • Appointment Management
  • Case Management
  • Online Forms and Referrals
  • Marketing Technologies
  • Social Media Management
  • Early Progress Reports


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