CRM Tools

Saved Searches

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

Written by Dom Yeadon
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

Email reports: 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

Sending SMS/text messages from Student CRM

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

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

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

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

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

How to add and edit Workflows

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

Written by Dom Yeadon
Updated this week

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 this week

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

Advanced: Custom Date Formats in Merge Tags

Create custom date formats using standard syntaxes

Written by Laura Montgomery-Hurrell
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

What is a Workflow?

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

Written by Dom Yeadon
Updated this week

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

How do I pause touchpoints with Workflow Controls?

Understanding Workflow pauses and their technicalities

Written by Steph Stevens
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

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 SDD filters work?

Using SDD filters to target specific students

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