Touchpoints

What is a Touchpoint?

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

Written by Steph Stevens
Updated over a week ago

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

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

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