CRM Tools

Information on Workflows, Touchpoints, Campaigns and Adhocs.

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

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 this week

Viewing my SMS credits balance

How can I see how many SMS credits I have left, now we have bottomless refills?
Dom Yeadon avatar
Written by Dom Yeadon
Updated this week

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

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

Is there a Spell Check facility?

Using your browser's inbuilt spell checker in the Text Editor
Steph Stevens avatar
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
Dom Yeadon avatar
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
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

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

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