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Information on Workflows, Touchpoints, Campaigns and Adhocs.
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48 articles in this collection
Written by
Steph Stevens,
Dom Yeadon,
Joe Edwards
and 1 other
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
Other tools
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
Workflows and Touchpoints
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
Event Workflows
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
Using our rich text editor
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
Public forms
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
SDDs
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
Adhocs and Campaigns
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
Student CRM and Social Tools
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