Student CRM

Watch the video to learn about the Checklists app

Video Course CHK-T1 for the Checklists app

Dom Yeadon

Steph Stevens

Laura Montgomery-Hurrell

Information on Workflows, Touchpoints, Campaigns and Adhocs.

CRM Tools

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

Sending SMS/text messages from Student CRM

Some suggestions of parts of the CRM you'll need to change when you rebrand

Changing your Establishment's Name or Rebranding - Tips on what to change

​View your SMS, PAF and Email balances in the Credit Checker.

Credit balances and topping up

How can I see how many SMS credits I have left, now we have bottomless refills?

Viewing my SMS credits balance

Associations let you link records together, such as schools, students and agents

Associations

Finding the Unique Identifying Numbers for your Touchpoints and Webforms

What is a Document Reference and how do I search for them?

Creating, editing, assigning and closing tasks in Student CRM

How to use Tasks

Permissions

Adding meta-data to organise your contacts, agents, courses and others

What are Tags?

Make a request for a new occurrence to be added

How to add a new occurrence

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

Saved Searches

How many bookings does your university have so far for this month's events?

Events Planner

Other tools

Watch this video to learn more about creating a Touchpoint

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

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

What is a Workflow?

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

How to add and edit Workflows

Understanding Workflow pauses and their technicalities

How do I pause touchpoints with Workflow Controls?

How to add a video to a Campaign or Touchpoint

Adding Videos to Emails

Create custom date formats using standard syntaxes

Advanced: Custom Date Formats in Merge Tags

Including 'which order do Workflows get processed in?'

Using the same Conditions in multiple Workflows

When a soft or hard bounce are detected, this is how the system responds

What does Student CRM do if an email or SMS fails to send?

How to change the size of the Mobile Entry Pass QR Code

Is there anyway to change the size of a QR or barcode?

A master list of all shortcodes and ID for Levels of Study

What is the shortcode or ID for this Level of Study?

Advice for setting up your Event Touchpoints and Campaigns

Communications Plans for your open day/event

Making sure your students can stay on top of their contact preferences

How do I add an opt-out link to Touchpoints, Grab and Campaigns?

How to safely pause and resume your 'New Additions Only' touchpoints.

Pausing 'New Additions Only' Touchpoints

Student CRM's built-in email reporting reports the performance of one-off emails as well as ongoing touchpoints

How to use Email reports for Campaigns, Touchpoints and Adhocs

Give students a chance to call you directly by using this useful feature

How to make telephone numbers and email addresses an active link

How we work out if an email has been opened

Tracking Email "Opens"

Joe Edwards

Workflows and Touchpoints

How to steer students to the next stage of their journey with you

Post-event workflows (Intermediate)

Let students know about your Events with an invite

What is the 'Invited' Workflow?

A brilliant way to quickly scan and mark your attendees as arrived

How do I set up Fast-track registration with Mobile Entry Pass?

Automatically send students a touchpoint when they book onto an event

What is the 'Booked' Workflow?

Automatically send touchpoints to those who came to your event

What is a 'Attended' Workflow?

Automatically send touchpoints to those who didn't come to your event

What is a 'Not Attended' Workflow?

Automatically send touchpoints to those who didn't make it to any events this season

What is a 'Not Attended End of Season' (EOS) Workflow?

Event Workflows

Create beautiful email templates and touchpoints

How do I use the Content Editor

A list of commonly used merge tags that can be used in Touchpoints, Campaigns, and Setups.

A-Z of all Merge Tags

Advice on using Emoji in touchpoints and Campaigns

Best practice for using Emoji in Communications

As a link or as a button, here's how to create personalised URLs with merge tags

Using merge tags in URLs

Using your browser's inbuilt spell checker in the Text Editor

Is there a Spell Check facility?

Upload key graphics into the Image Library for reuse again and again

What is the Image Library?

Using our rich text editor

Works in all Applicant Open Days (AOD), Pre-applicant Open Days (POD) and Event Manager (EVM) booking forms

Redirecting a Student to a new web page after booking onto an event

Public Forms: Less is More (sometimes)

How do I request a managed form change?

What happens when you move to a new Academic Year

Switching over to a new Year

Public forms

Use Scheduled Data Deliveries to create labels or data files for your distribution house

How do I create an SDD?

Keeping the leading '0' and maintaining a number formatting in proprietary formats

How do I open a csv in Excel in order to preserve telephone numbers?

SDDs

Two ways to talk to your prospective students

Ad-hocs and Campaigns

Send an Adhoc email to target a specific group of students

How can I send an email using Grab (Adhoc)?

Create an Adhoc or Campaign and download data as a CSV

How do I use Grab to download data?

When you should expect your Invite lists to update

How often are dynamic grabs performed?

Yes. Emoji and some other special characters are allowed

Can I use emoji or emoticons in my SMS?

Duplicate students, and consents all contribute

Why does the number of targeted students for my grab decrease?

Adhocs and Campaigns

How to make use of a "Call to Action" button

Boost your Open Day bookings with Facebook

Student CRM and Social Tools

Videos

Free Demo

29 Apps

Find answers and get help from Intercom Support and Community Experts

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