Skip to main content
Welcome to our Help Centre
Over 800 articles, videos, tours and best practice for our users.
User login to view all articles
CRM Basics

Start here to learn the basics of Student CRM

2 authors6 articles
Further learning and Student CRM Training

View on demand training webinars

1 author1 article
Data and Security

How Student CRM looks after your students' data

1 author1 article
System info and developers

Technical info on our APIs and system requirements

1 author1 article
Agent Manager

Used by international teams to manage overseas agents so your teams can streamline their agent relationship workload

1 author1 article
AI Assistant

How to use your AI Assistant

1 author1 article
Applicant Open Days

Used by events teams to run applicant open days so all faculties can offer specific activities related to each applicant's course

1 author1 article
Applications - Active

Used by admissions teams to manage end-to-end online applications so they can increase conversion rates.

1 author2 articles
Applications - Passive

Used by admissions teams to manage SRS applications so they can increase conversion rates.

1 author1 article
Automations Manager

Automate complex tasks to run when triggered

1 author1 article
Birthdays

Used by recruitment teams to automatically schedule emails and texts to prospects on their birthdays to stay in touch between campaigns

1 author1 article
Calendar

Used by anybody who wants to subscribe to a Student CRM calendar feed of their own chosen recruitment activities

1 author1 article
Campaign Manager

Create Segments and Campaigns in all apps.

1 author1 article
Contact Manager

Used by External Relations teams to manage important contacts and organisations, and by Alumni Relations teams to manage new and old graduates.

1 author1 article
Courses & Subjects

Drives subject and course dropdowns in all web forms to offer the latest course information to students, and used to filter activity reports by

1 author1 article
Data Manager

Used by events teams to import enquirers data files into Student CRM to trigger automated followup emails

1 author1 article
Data Packs

View which data packs you are subscribed to, when they last ran and when they next run. This app also provides a searchable updates log.

1 author1 article
Document Library

Used by recruitment teams to keep documents linked in emails fresh with a lifetime link to the latest document version online

1 author1 article
Enquiries

Used by enquiries teams to answer each enquiry automatically routed to their team, using ready-made articles to save time

1 author2 articles
Event Day Scanner

Use your mobile to scan event visitors on arrival

2 authors3 articles
Event Manager

Used by events teams to run campus tours, group visits and online events while streamlining bookings and increasing attendance

1 author1 article
Faculties

Used to maintain a centralised list of your university's faculties and the departments within

1 author1 article
Knowledgebase

Used by enquiries teams as the central source for suggested articles, and for all users to access your own CRM best practice articles

1 author1 article
Mobile Event Capture

Used by events teams to capture students details on iPads offline at events worldwide, to maximise event performance

2 authors2 articles
Pre-Applicant Open Days

Used by events teams to run pre-applicant open days where students book their own programmes of activities to explore your campus on the day

1 author1 article
Privacy Centre

Used to display the correct consents and topics in your web forms so you can communicate with prospects in a GDPR compliant way

1 author1 article
Prospectus Requests

Used by recruitment teams to fulfil postal or digital prospectus requests so you can streamline addressing and posting, saving time and money

1 author1 article
Pulse

Student recruitment can be a pain point for UK universities, but Student CRM’s Pulse can help. Pulse streamlines recruitment workflows, automates communications, and provides real-time reports for recruitment success. With Pulse’s Recruitment Funnel, Touchpoints, Reports, and Performance, you can track progress and optimise efforts to ensure student success.

1 author1 article
Rapid Response

Used by recruitment and enquiries teams to answer enquiries whilst also sending out information to prospects to reduce response times

1 author1 article
Regions

Used by international teams to organise countries into regions around the world to support their regional teams

1 author1 article
Student Database

This is where each central student record is created and automatically updated in real time by your recruitment activities

1 author1 article
Surveys

Used by recruitment and admissions teams to create online surveys to monitor student engagement throughout the student journey

1 author1 article
Template Builder

Used by marketing and recruitment teams to distribute approved email templates for use in campaigns and touchpoints

1 author1 article
Web Form Builder

Used to control how each web form looks and behaves when students complete them, and to optimise competion rates

1 author1 article
Users

Create users and manage permissions

1 author1 article