CRM Tools

Information on Workflows, Touchpoints, Campaigns and Adhocs.

Steph Stevens avatar Laura Montgomery-Hurrell avatar
35 articles in this collection
Written by Steph Stevens and Laura Montgomery-Hurrell
Workflows and Touchpoints

Advanced: Custom Date Formats in Merge Tags

Create custom date formats using standard syntaxes
Laura Montgomery-Hurrell avatar
Written by Laura Montgomery-Hurrell
Updated yesterday

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 send touchpoints
Steph Stevens avatar
Written by Steph Stevens
Updated over a week ago

How many credits will I use in my SMS message?

Each credit is worth 160 characters
Steph Stevens avatar
Written by Steph Stevens
Updated over a week ago

What does Student CRM do if an email 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 for this Level of Study?

A master list of all shortcodes for Level 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 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