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SPECIFICTION
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ConexED Retain

conexed.com

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Spec score 7.6 #5 of 23 in Academic Advising Software

What it is

ConexED Retain is a web platform for higher education institutions to identify students who may be struggling, route concerns to advisors and follow interventions through resolution. Activity feeds from Canvas, Blackboard, Moodle and D2L can trigger alerts for changes in attendance, grades or engagement; configurable rules also monitor missed appointments and milestone slippage. Faculty can flag a concern from a student profile, while students can submit configurable self-referrals that create an advisor case. Case records track severity, assignment, resolution reasons and change history. Advising, tutoring, financial aid and counseling teams can contribute timestamped notes, labels, attachments and threaded comments. Retain combines LMS engagement, attendance, milestone completion and advising touchpoints into success scores; alerts can assign a cohort, start a drip campaign or open a milestone. Listed integrations include Canvas, Blackboard, Moodle, D2L Brightspace, Ellucian Banner and PeopleSoft. ConexED says it is TX-RAMP certified and FERPA compliant. Pricing is on request; the product page invites institutions to book a discovery call.

Spec sheet

Purpose
Retain helps higher education institutions identify and support students at risk of leaving.Read 3 Oct 2026 · conexed.com
Intended users
ConexED describes the platform as built for higher education and names CIOs, vice chancellors, and advisors as intended users.Read 3 Oct 2026 · conexed.com
Audience
ConexED says it was built for higher education leaders and advisors, including CIOs, vice chancellors, and advisors supporting hundreds of students.Read 2 Oct 2026 · conexed.com
Integrations
The page lists Canvas, Blackboard, Moodle, D2L Brightspace, Ellucian Banner, and PeopleSoft as compatible systems.Read 3 Oct 2026 · conexed.com
Security
ConexED says it encrypts transmitted data with TLS 1.2 or higher and data at rest with AES-256, and hosts customer data in the United States on AWS.Read 3 Oct 2026 · conexed.com
Compliance
ConexED states that it is TX-RAMP certified and FERPA compliant.Read 3 Oct 2026 · conexed.com
Support
ConexED provides a customer support portal with a contact support option and knowledge base articles, including a section for Early Alerts and Case Management.Read 3 Oct 2026 · newsupport.conexed.com
Headquarters
Cottonwood Heights, Utah, United StatesRead 28 Sep 2026 · conexed.com
Automation
Alerts can assign a cohort, start a drip campaign, or open a milestone automatically.Read 2 Oct 2026 · conexed.com
Automation and scoring
The product combines engagement, attendance, milestones, and advising touchpoints into student success scores and can trigger assignments, campaigns, or milestones from alerts.Read 3 Oct 2026 · conexed.com
Case management
Cases track severity, assignment, resolution reasons, and change history, and can include timestamped notes, attachments, and threaded comments.Read 3 Oct 2026 · conexed.com
Case records
Cases include severity, assignment, resolution reasons, and change history, and soft deletes preserve records for compliance.Read 2 Oct 2026 · conexed.com
Coordinated platform
Retain links cases to ConexED meeting and outreach records and sends resolved-case outcomes to its Report dashboard.Read 3 Oct 2026 · conexed.com
Early alerts
It uses LMS activity and configurable rules to flag attendance, grade, engagement, and milestone changes.Read 3 Oct 2026 · conexed.com
Faculty alerts
Faculty can flag a concern from a student profile, and the alert routes to the appropriate advisor.Read 2 Oct 2026 · conexed.com
Faculty and student referrals
Faculty can flag concerns from a student profile, and students can submit self-referrals through configurable intake forms.Read 3 Oct 2026 · conexed.com
LMS alerts
Canvas, Blackboard, Moodle, and D2L activity feeds can trigger alerts based on attendance, grades, and engagement drops.Read 2 Oct 2026 · conexed.com
Platform integrations
The Retain page lists Canvas, Blackboard, Moodle, D2L Brightspace, Ellucian Banner, and PeopleSoft as systems it works with.Read 2 Oct 2026 · conexed.com
Pricing
The Retain page invites institutions to book a discovery call and does not display a price.Read 2 Oct 2026 · conexed.com
Pricing access
The product page invites institutions to book a discovery call and does not state a price.Read 3 Oct 2026 · conexed.com
Proactive rules
Configurable rules monitor attendance patterns, grade trajectories, missed appointments, and milestone slippage.Read 2 Oct 2026 · conexed.com
Shared care notes
Timestamped notes, labels, document attachments, and threaded comments let advising, tutoring, financial aid, and counseling contribute to one case.Read 2 Oct 2026 · conexed.com
Student referrals
Students can submit configurable self-referral forms that open a case on an advisor’s caseload.Read 2 Oct 2026 · conexed.com
Success scoring
Composite student success scores combine LMS engagement, attendance, milestone completion, and advising touchpoints.Read 2 Oct 2026 · conexed.com

Strong points and limits

Strong points

  • LMS activity can trigger attendance, grade and engagement alerts.
  • Faculty and students can submit concerns or referrals.
  • Shared cases support notes, attachments and threaded comments.
  • Alerts can trigger assignments, campaigns or milestones.
  • Integrations include Canvas, Ellucian Banner and PeopleSoft.

Limits

  • Runs on the web only.
  • Pricing is available on request, not displayed.
  • Support email follow-up is Monday through Friday, 9:00 a.m. to 5:00 p.m. MST.

Who it suits

Retain is aimed at higher education leaders and advisors, including CIOs and vice chancellors, as well as advisors supporting large student caseloads. It suits institutions seeking shared intervention cases, early alerts and coordinated follow-up.

Verdict

Retain connects early alerts, referrals, case records and follow-up workflows for higher education teams. Institutions will need to request pricing and confirm that its listed integrations suit their systems.

Where Specifiction places it

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