Implementation

Getting up and running with Student CRM starts with Implementation

Laura Montgomery-Hurrell avatarDom Yeadon avatar
2 authors9 articles

CRM Basics

Start here to learn the basics of Student CRM

Steph Stevens avatarDom Yeadon avatarLaura Montgomery-Hurrell avatar
3 authors34 articles

CRM Tools

Information on Workflows, Touchpoints, Campaigns and Adhocs.

Dom Yeadon avatarSteph Stevens avatarLaura Montgomery-Hurrell avatar
4 authors54 articles

Further learning and Student CRM Training

View on demand training webinars

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2 authors13 articles

Reporting

Operational and strategic reports built-in

Dom Yeadon avatarSteph Stevens avatarLaura Montgomery-Hurrell avatar
3 authors10 articles

Data and Security

How Student CRM looks after your students' data

Dom Yeadon avatarSteph Stevens avatarJoe Edwards avatar
5 authors24 articles

System info and developers

Technical info on our APIs and system requirements

Steph Stevens avatarDom Yeadon avatarLaura Montgomery-Hurrell avatar
3 authors13 articles

Agent Manager

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

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2 authors21 articles

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

Laura Montgomery-Hurrell avatarJoe Edwards avatarSteph Stevens avatar
3 authors44 articles

Applications - Active

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

Laura Montgomery-Hurrell avatarSteph Stevens avatarDom Yeadon avatar
3 authors39 articles

Applications - Passive

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

Laura Montgomery-Hurrell avatarSteph Stevens avatarDom Yeadon avatar
3 authors18 articles

Automations Manager

Automate complex tasks to run when triggered

Dom Yeadon avatarLaura Montgomery-Hurrell avatar
2 authors6 articles

Birthdays

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

Laura Montgomery-Hurrell avatarSteph Stevens avatar
2 authors7 articles

Calendar

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

Laura Montgomery-Hurrell avatarDom Yeadon avatar
2 authors6 articles

Campaign Manager

Create Segments and Campaigns in all apps.

Laura Montgomery-Hurrell avatarSteph Stevens avatarDom Yeadon avatar
3 authors27 articles

Contact Manager

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

Laura Montgomery-Hurrell avatarSteph Stevens avatarDom Yeadon avatar
3 authors27 articles

Comms Centre

Used by marketing and recruitment teams to see the performance of all ad-hocs that have been sent out

Laura Montgomery-Hurrell avatarSteph Stevens avatar
2 authors2 articles

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

Laura Montgomery-Hurrell avatarSteph Stevens avatarDom Yeadon avatar
3 authors22 articles

Data Manager

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

Laura Montgomery-Hurrell avatarSteph Stevens avatarDom Yeadon avatar
4 authors27 articles

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.

Dom Yeadon avatarLaura Montgomery-Hurrell avatar
2 authors6 articles

Document Library

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

Laura Montgomery-Hurrell avatarSteph Stevens avatar
2 authors6 articles

Enquiries

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

Steph Stevens avatarLaura Montgomery-Hurrell avatarDom Yeadon avatar
3 authors25 articles

Establishment Setup

Roles, Goals and your Brand Controls.

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1 author4 articles

Event Day Scanner

Use your mobile to scan event visitors on arrical

Laura Montgomery-Hurrell avatarDom Yeadon avatar
2 authors9 articles

Event Manager

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

Steph Stevens avatarLaura Montgomery-Hurrell avatarJoe Edwards avatar
4 authors26 articles

Faculties

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

Laura Montgomery-Hurrell avatarSteph Stevens avatar
2 authors3 articles

Knowledgebase

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

Laura Montgomery-Hurrell avatarDom Yeadon avatarSteph Stevens avatar
3 authors6 articles

Mobile Event Capture

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

Laura Montgomery-Hurrell avatarSteph Stevens avatarDom Yeadon avatar
3 authors20 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

Laura Montgomery-Hurrell avatarSteph Stevens avatarDom Yeadon avatar
3 authors45 articles

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

Laura Montgomery-Hurrell avatarSteph Stevens avatarDom Yeadon avatar
3 authors15 articles

Prospectus Requests

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

Laura Montgomery-Hurrell avatarSteph Stevens avatarDom Yeadon avatar
3 authors8 articles

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.

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1 author5 articles

Rapid Response

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

Laura Montgomery-Hurrell avatarSteph Stevens avatarDom Yeadon avatar
3 authors6 articles

Regions

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

Laura Montgomery-Hurrell avatarSteph Stevens avatar
2 authors6 articles

Student Database

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

Steph Stevens avatarLaura Montgomery-Hurrell avatarDom Yeadon avatar
3 authors27 articles

Surveys

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

Laura Montgomery-Hurrell avatarDom Yeadon avatar
2 authors8 articles

Template Builder

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

Laura Montgomery-Hurrell avatarDom Yeadon avatarSteph Stevens avatar
3 authors19 articles

Touchpoints

How to set up and edit your own Touchpoints

Steph Stevens avatarLaura Montgomery-Hurrell avatarDom Yeadon avatar
3 authors20 articles

Web Form Builder

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

Dom Yeadon avatarLaura Montgomery-Hurrell avatarSteph Stevens avatar
3 authors35 articles

User Group

Help shape our product road map

Steph Stevens avatarDom Yeadon avatarLaura Montgomery-Hurrell avatar
3 authors9 articles

Users

Create users and manage permissions

Laura Montgomery-Hurrell avatarDom Yeadon avatarSteph Stevens avatar
3 authors11 articles