CRM Tools

Information on Workflows, Touchpoints, Campaigns and Adhocs.

Steph Stevens avatar Dom Yeadon avatar Joe Edwards avatar +1
48 articles in this collection
Written by Steph Stevens, Dom Yeadon, Joe Edwards and 1 other
Other tools

Sending SMS/text messages from Student CRM

Writing, sending and logging SMS/text messages in Student CRM
Dom Yeadon avatar
Written by Dom Yeadon
Updated over a week ago

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
Laura Montgomery-Hurrell avatar
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.
Steph Stevens avatar
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?
Dom Yeadon avatar
Written by Dom Yeadon
Updated over a week ago

Associations

Associations let you link records together, such as schools, students and agents
Dom Yeadon avatar
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
Steph Stevens avatar
Written by Steph Stevens
Updated over a week ago

How to use Tasks

Creating, editing, assigning and closing tasks in Student CRM
Dom Yeadon avatar
Written by Dom Yeadon
Updated over a week ago

Permissions

A list of who can do what in where
Steph Stevens avatar
Written by Steph Stevens
Updated over a week ago

What are Tags?

Adding meta-data to organise your contacts, agents, courses and others
Steph Stevens avatar
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
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Written by Steph Stevens
Updated over a week ago

Saved Searches

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