CRM Tools

Information on Workflows, Touchpoints, Campaigns and Adhocs.

Steph Stevens avatar Dom Yeadon avatar Joe Edwards avatar +1
47 articles in this collection
Written by Steph Stevens, Dom Yeadon, Joe Edwards and 1 other
Workflows and Touchpoints

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

Watch this part 2 video to learn more about Workflows & Touchpoints
Dom Yeadon avatar
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
Dom Yeadon avatar
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.
Dom Yeadon avatar
Written by Dom Yeadon
Updated over a week ago

How do I pause touchpoints with Workflow Controls?

Understanding Workflow pauses and their technicalities
Steph Stevens avatar
Written by Steph Stevens
Updated over a week ago

Advanced: Custom Date Formats in Merge Tags

Create custom date formats using standard syntaxes
Laura Montgomery-Hurrell avatar
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?'
Dom Yeadon avatar
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
Steph Stevens avatar
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
Steph Stevens avatar
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
Steph Stevens avatar
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
Steph Stevens avatar
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
Steph Stevens avatar
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.
Joe Edwards avatar
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
Dom Yeadon avatar
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
Steph Stevens avatar
Written by Steph Stevens
Updated over a week ago

Tracking Email "Opens"

How we work out if an email has been opened
Laura Montgomery-Hurrell avatar
Written by Laura Montgomery-Hurrell
Updated over a week ago