Student CRM

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"

Steph Stevens

Laura Montgomery-Hurrell

Joe Edwards

Workflows and Touchpoints

Videos

Free Demo

29 Apps

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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