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Touchpoints
How to set up and edit your own Touchpoints
20 articles in this collection
Written by
Steph Stevens,
Dom Yeadon,
and
Laura Montgomery-Hurrell
What is a Touchpoint?
The low-down on Student CRM's automated communications system
Written by
Steph Stevens
Updated over a week ago
Setting up Touchpoints
Starting a new Touchpoint
See the initial stages of beginning a Touchpoint
Written by
Laura Montgomery-Hurrell
Updated over a week ago
Video Course WKF & TPT-T1 for Workflows & Touchpoints (part 1)
Watch the video to learn about Workflows & Touchpoints
Written by
Dom Yeadon
Updated over a week ago
Email Touchpoints
Setting up an email Touchpoint
Written by
Laura Montgomery-Hurrell
Updated over a week ago
SMS Touchpoints
Setting up an SMS Touchpoint
Written by
Laura Montgomery-Hurrell
Updated over a week ago
Letter Touchpoints
Setting up a letter Touchpoint
Written by
Laura Montgomery-Hurrell
Updated over a week ago
Labels in Touchpoints
Setting up a label Touchpoint
Written by
Laura Montgomery-Hurrell
Updated over a week ago
Cloning a Touchpoint
Make backups or newer versions of your best Touchpoints
Written by
Laura Montgomery-Hurrell
Updated over a week ago
What are 'Immediate' Touchpoints?
How 'Immediate' Touchpoints can work for you
Written by
Steph Stevens
Updated over a week ago
Archiving Touchpoints
What to do with your Touchpoint when it's not required anymore
Written by
Laura Montgomery-Hurrell
Updated over a week ago
Setting up Mobile Entry Pass Touchpoints
For Pre-Applicant Open Days, Applicant Open Days and Event Manager
Written by
Laura Montgomery-Hurrell
Updated over a week ago
Enhancing your Touchpoints
Tips to fine-tune your workflows and touchpoints
Consider your touchpoints' timings, conditions and type before setting up
Written by
Steph Stevens
Updated over a week ago
Personalising your Touchpoints
Using Merge Fields and Conditional Text in a Touchpoint
Written by
Steph Stevens
Updated over a week ago
How do I use Conditional Text in Touchpoints?
Change the text of your Email touchpoints, dependant on who they're for
Written by
Steph Stevens
Updated over a week ago
List of EU Nationality and Country ID's for use in Touchpoints
List of EU Nationality and Country ID's for use in Touchpoints
Written by
Laura Montgomery-Hurrell
Updated over a week ago
Touchpoint Conditions FAQ
Frequently asked questions about Conditions
Written by
Steph Stevens
Updated over a week ago
Nationality and Country IDs
List of Nationality and Country IDs to use in Touchpoint conditions, and each Country's ISO Alpha-2 Code when preparing data for import
Written by
Laura Montgomery-Hurrell
Updated over a week ago
Troubleshooting
The "John Doe" Test record
Who is the student in Touchpoint Preview emails?
Written by
Laura Montgomery-Hurrell
Updated over a week ago
Why hasn't a Not Attended Touchpoint gone out?
Status change and timing issues for Pre-App Open Days
Written by
Steph Stevens
Updated over a week ago
Oh no, I paused my Workflow/ set my Touchpoint to draft!
What happens when a workflow is unpaused, or touchpoint set live
Written by
Laura Montgomery-Hurrell
Updated over a week ago