CRM Tools

Video Course CHK-T1 for the Checklists app

Watch the video to learn about the Checklists app

Written by Dom Yeadon
Updated over a week ago

Sending SMS/text messages from Student CRM

Writing, sending and logging SMS/text messages in Student CRM

Written by Dom Yeadon
Updated this week

Changing your Establishment's Name - Tips on what to change

Some suggestions of parts of the CRM you'll need to change when you rebrand

Written by Laura Montgomery-Hurrell
Updated over a week ago

Credit balances and topping up

​View your SMS, PAF and Email balances in the Credit Checker.

Written by Steph Stevens
Updated over a week ago

Viewing my SMS credits balance

How can I see how many SMS credits I have left, now we have bottomless refills?

Written by Dom Yeadon
Updated over a week ago

Associations

Associations let you link records together, such as schools, students and agents

Written by Dom Yeadon
Updated over a week ago

What is a Document Reference and how do I search for them?

Finding the Unique Identifying Numbers for your Touchpoints and Webforms

Written by Steph Stevens
Updated over a week ago

How to use Tasks

Creating, editing, assigning and closing tasks in Student CRM

Written by Dom Yeadon
Updated over a week ago

Permissions

A list of who can do what in where

Written by Steph Stevens
Updated over a week ago

What are Tags?

Adding meta-data to organise your contacts, agents, courses and others

Written by Steph Stevens
Updated over a week ago

How to add a new occurrence

Make a request for a new occurrence to be added

Written by Steph Stevens
Updated over a week ago

Saved Searches

Choose from a list of previously run, multi-filter searches

Written by Dom Yeadon
Updated over a week ago

Video Course WKF & TPT-T2 for Workflows & Touchpoints (part 2)

Watch this part 2 video to learn more about Workflows & Touchpoints

Written by Dom Yeadon
Updated over a week ago

What is a Workflow?

Learn how the platform automatically helps organise your students to receive the correct touchpoints

Written by Dom Yeadon
Updated over a week ago

How to add and edit Workflows

Create and clone your own workflows, change conditions, status and more.

Written by Dom Yeadon
Updated over a week ago

How do I pause touchpoints with Workflow Controls?

Understanding Workflow pauses and their technicalities

Written by Steph Stevens
Updated over a week ago

Advanced: Custom Date Formats in Merge Tags

Create custom date formats using standard syntaxes

Written by Laura Montgomery-Hurrell
Updated over a week ago

Using the same Conditions in multiple Workflows

Including 'which order do Workflows get processed in?'

Written by Dom Yeadon
Updated over a week ago

What does Student CRM do if an email or SMS fails to send?

When a soft or hard bounce are detected, this is how the system responds

Written by Steph Stevens
Updated over a week ago

Is there anyway to reduce the size of a barcode?

How to change the size of the Mobile Entry Pass barcode

Written by Steph Stevens
Updated over a week ago

What is the shortcode or ID for this Level of Study?

A master list of all shortcodes and ID for Levels of Study

Written by Steph Stevens
Updated over a week ago

Communications Plans for your open day/event

Advice for setting up your Event Touchpoints and Campaigns

Written by Steph Stevens
Updated over a week ago

How do I add an opt-out link to Touchpoints, Grab and Campaigns?

Making sure your students can stay on top of their contact preferences

Written by Steph Stevens
Updated over a week ago

Pausing 'New Additions Only' Touchpoints

How to safely pause and resume your 'New Additions Only' touchpoints.

Written by Joe Edwards
Updated over a week ago

How to use Email reports for Campaigns, Touchpoints and Adhocs

Student CRM's built-in email reporting reports the performance of one-off emails as well as ongoing touchpoints

Written by Dom Yeadon
Updated over a week ago

How to make telephone numbers and email addresses an active link

Give students a chance to call you directly by using this useful feature

Written by Steph Stevens
Updated over a week ago

Tracking Email "Opens"

How we work out if an email has been opened

Written by Laura Montgomery-Hurrell
Updated over a week ago

Post-event workflows (Intermediate)

How to steer students to the next stage of their journey with you

Written by Steph Stevens
Updated over a week ago

What is the 'Invited' Workflow?

Let students know about your Events with an invite

Written by Steph Stevens
Updated over a week ago

What is the 'Booked' Workflow?

Automatically send students a touchpoint when they book onto an event

Written by Steph Stevens
Updated over a week ago

What is a 'Attended' Workflow?

Automatically send touchpoints to those who came to your event

Written by Steph Stevens
Updated over a week ago

What is a 'Not Attended' Workflow?

Automatically send touchpoints to those who didn't come to your event

Written by Steph Stevens
Updated over a week ago

What is a 'Not Attended End of Season' (EOS) Workflow?

Automatically send touchpoints to those who didn't make it to any events this season

Written by Steph Stevens
Updated over a week ago

How do I use the Content Editor

Create beautiful email templates and touchpoints

Written by Steph Stevens
Updated over a week ago

Is there a Spell Check facility?

Using your browser's inbuilt spell checker in the Text Editor

Written by Steph Stevens
Updated over a week ago

Redirecting to a new web page after booking onto an event

Works in all Applicant Open Days (AOD), Pre-applicant Open Days (POD) and Event Manager (EVM) booking forms

Written by Dom Yeadon
Updated over a week ago

Public Forms: Less is More (sometimes)

Why you should keep forms slim

Written by Steph Stevens
Updated over a week ago

How do I request a managed form change?

Contact Support for Managed for amends

Written by Steph Stevens
Updated over a week ago

How do I create an SDD?

Use Scheduled Data Deliveries to create labels or data files for your distribution house

Written by Steph Stevens
Updated over a week ago

How do I open a csv in Excel in order to preserve telephone numbers?

Keeping the leading '0' and maintaining a number formatting in proprietary formats

Written by Steph Stevens
Updated over a week ago

Ad-hocs and Campaigns

Two ways to talk to your prospective students

Written by Steph Stevens
Updated over a week ago

How can I send an email using Grab (Adhoc)?

Send an Adhoc email to target a specific group of students

Written by Steph Stevens
Updated over a week ago

How do I use Grab to download data?

Create an Adhoc or Campaign and download data as a CSV

Written by Steph Stevens
Updated over a week ago

How often are dynamic grabs performed?

When you should expect your Invite lists to update

Written by Steph Stevens
Updated over a week ago

Can I use emoji or emoticons in my SMS?

Yes. Emoji and some other special characters are allowed

Written by Steph Stevens
Updated over a week ago

Mail Merge Tags A-Z

Mail Merge Tags for Campaigns in Student Database and Applications

Written by Steph Stevens
Updated over a week ago

Why does the number of targeted students for my grab decrease?

Duplicate students, and consents all contribute

Written by Steph Stevens
Updated over a week ago

Boost your Open Day bookings with Facebook (Basic)

How to make use of a "Call to Action" button

Written by Steph Stevens
Updated over a week ago