(In fact, it doesn't have to be a school as it can create any association with any other record in Student CRM, but the student:school example is a typical and common use.)
How to set it up:
AOD, POD, EVM and MEC: when creating events you will see the panel below. Completing either section is completely optional.
Association Status: you can set it to be active or inactive.
Association Type: you select which Association you want to get automatically applied to every student captured for this event (ie: "used to study at this school") - more about Associations.
With this party: you select which app the other party in the automatic association is in (ie: "Contact Manager:Schools").
Select record: you select the other party, ie: "Glenmoor School (ID: 10457)".
IMPORTANT: this feature associates all students with one school, so it obviates the need to include a "Which School do you study at?" dropdown on your Booking Form, so it is great for events held for just one school.
Tagging the Associated Students
Once the Students are associated with the school, you can then tag them up for segmenting or use in conditions.
In Contact Manager > Organisations > The specific Organisation > Associations tab, click the triple dot menu and select "Tag these students in SDB". Once the dialogue box opens, select the tag or add a new one and save. Your students will now be tagged up.
