Student CRM

New Features of Campaign Manager

All about Campaign Manager

See who can do what in the Campaign Manager app

Campaign Manager Permissions

User Admins can control who has access to Campaign Manager

Granting access to Campaign Manager

Use UTMs to see how your Social Media channels are doing

Video: Tracking student enquiries from Facebook and Twitter

Watch the video to learn about the Campaign Manager app

Video Course CPM-T1 for the Campaign Manager app

Laura Montgomery-Hurrell

Steph Stevens

Dom Yeadon

Create Segments and Campaigns in all apps.

Campaign Manager

Watch the video to learn about the the Segments tool

Video Course SEG-T1 for the Segments tool

Check your user permissions, and talk to your User Admin

How do I access Segments?

How do I use Segments?

Creating Super Segments in Campaign Manager

Building a Segment in Campaign Manager

Creating a super segment in Campaign Manager is easier to do when you know which fields to use - see all filters listed by app.

Super segments - fields to filter by

How do I manage Segments?

Add a Student Tag to every student in your Segment.

Tag students from Segment results

Creating a Segment for Activities rather than Students

Segmenting Activities

Using Segment Results' IDs to build on existing Segment results

How can I use previous Segment results in a new Segment?

Check out this FAQ if you're having issues with your Segments

Troubleshoot segments

See 5 typical examples of segments that work well with Scheduled Data Deliveries created in Campaign Manager.

SDDs with example segments for fresh data every day

Common Segments Examples

Pin your favourite segments

Segments

How to create a Scheduled Data Delivery (SDD) that automatically sends data or label files to your mailing house for fulfilment

Creating an SDD in Campaign Manager

Download student data as a CSV in Campaign Manager

Creating a Download Campaign in Campaign Manager

How to create a new communication campaign inside of CPM

Creating an Email or SMS Campaign in Campaign Manager

Apply the same tag to many students at once, great for emailing those who did not open your email campaign or email touchpoint.

Tag students from email reports

How to ensure you're staying within reasonable limits and avoiding email overload

How many times can a student be contacted by your CRM?

Student CRM's built-in SMS reporting shows the performance of SMS Campaigns (Touchpoint and Adhoc reports coming soon)

SMS reports: Campaigns, Touchpoints, and Adhocs

Campaigns

What is the UTM Link Builder?

Watch the video to learn about UTM tracking

Video Course UTM-T1 for UTM tracking

UTM Tracking Results

UTM Links

Videos

Free Demo

29 Apps

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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