Student CRM

The low-down on Student CRM's automated communications system

What is a Touchpoint?

Steph Stevens

Laura Montgomery-Hurrell

Dom Yeadon

How to set up and edit your own Touchpoints

Touchpoints

See the initial stages of beginning a Touchpoint

Starting a new Touchpoint

Watch the video to learn about creating a Workflow and viewing Touchpoint Stats

Video Course WKF & TPT-T1 for Workflows & Touchpoints (part 1)

Email Touchpoints

SMS Touchpoints

Letter Touchpoints

Labels in Touchpoints

Make backups or newer versions of your best Touchpoints

Cloning a Touchpoint

How 'Immediate' Touchpoints can work for you

What are 'Immediate' Touchpoints?

What to do with your Touchpoint when it's not required anymore

Archiving Touchpoints

'Send Once' Touchpoint Timing

Setting up Touchpoints

Consider your touchpoints' timings, conditions and type before setting up

Tips to fine-tune your workflows and touchpoints

Using Merge Fields and Conditional Text in a Touchpoint

Personalising your Touchpoints

Change the text of your Email touchpoints, dependant on who they're for

How do I use Conditional Text in Touchpoints?

List of EU Nationality and Country ID's for use in Touchpoints

Frequently asked questions about Conditions

Touchpoint Conditions FAQ

List of Nationality and Country IDs to use in Touchpoint conditions, and each Country's ISO Alpha-2 Code when preparing data for import

Nationality and Country IDs

Enhancing your Touchpoints

Who is the student in Touchpoint Preview emails?

The "John Doe" Test record

Status change and timing issues for Pre-App Open Days

Why hasn't a Not Attended Touchpoint gone out?

What happens when a workflow is unpaused, or touchpoint set live

Oh no, I paused my Workflow/ set my Touchpoint to draft!

Troubleshooting

Videos

Free Demo

29 Apps

Find answers and get help from Intercom Support and Community Experts

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