CRM Tools
Information on Workflows, Touchpoints, Campaigns and Adhocs.
Video Course CHK-T1 for the Checklists app
Sending SMS/text messages from Student CRM
Changing your Establishment's Name or Rebranding - Tips on what to change
Credit balances and topping up
Viewing my SMS credits balance
Associations
What is a Document Reference and how do I search for them?
How to use Tasks
Permissions
What are Tags?
How to add a new occurrence
Saved Searches
Events Planner
Video Course WKF & TPT-T2 for Workflows & Touchpoints (part 2)
What is a Workflow?
How to add and edit Workflows
How do I pause touchpoints with Workflow Controls?
Adding Videos to Emails
Advanced: Custom Date Formats in Merge Tags
Using the same Conditions in multiple Workflows
What does Student CRM do if an email or SMS fails to send?
Is there anyway to change the size of a QR or barcode?
What is the shortcode or ID for this Level of Study?
Communications Plans for your open day/event
How do I add an opt-out link to Touchpoints, Grab and Campaigns?
Pausing 'New Additions Only' Touchpoints
How to use Email reports for Campaigns, Touchpoints and Adhocs
How to make telephone numbers and email addresses an active link
Tracking Email "Opens"