Student CRM

An explanation of the overarching data structure

Data Structure of Student CRM

Laura Montgomery-Hurrell

Steph Stevens

Dom Yeadon

Start here to learn the basics of Student CRM

CRM Basics

Here are 3 pro tips to help you get started!

Welcome to Student CRM

How to get a login and get started with Student CRM

Logging in to Student CRM for the first time

Which modules or apps make up Student CRM?

Problems logging in?

Start Here

Watch the video to learn about Student CRM

Introduction to Student CRM Video - CRM-T1

Find out which modules will work best for you by downloading this A-Z List

A-Z List of all modules

Five easy principles of the CRM

How do these apps all work together?

Explore all the seamless ways Student CRM folds into your Student's experience

How do students interact with Student CRM?

What am I going to like about Student CRM?

The difference between International or Domestic MUs

What is a Marketing Unit?

Want to get up to speed with the platform? Watch our Training Videos now

Training Videos List

Get to know some of our terminology and abbriviations

Glossary of Student CRM terms

Getting to know Student CRM

Keyboard shortcuts

Did you get bounced to the home page by using the back button? This article explains why that happened.

Why you can't use your browser's "Back" button on the CRM

Use this method sparingly to avoid complications

Can I have Student CRM open in two browser tabs/ windows?

Searching for students using the 'F' Key is fast and easy to do

How to find students

Where to find your Workflows and Touchpoints

How to access Workflows and Touchpoints

Where to keep an eye on your email opens, bounces etc

Where can I find my email reports?

Finding your way around the CRM

Password Management

Check with your User Admin for access to an app

Why can't I see an app?

How do I update my user profile?

Where and what are Activity logs and Audit trails

Are my activities logged?

My Account

Need help from a human?

How the Student CRM team answers your questions

Student CRM's Live Support

Learning more about Student CRM

Account Manager

Cost-effective support for self-directed users

Basic Support Package

Support that's not too full on, nor too overbearing - Just right, like Goldilocks's porridge

Standard Support Package

Full service support for more complex set-ups

Premium Support Package

How to make best use of our Technical Support

Tech Support

Understanding how we deal with your help requests

Tier 1, Tier 2 and Tier 3 Support Requests

The ticket portal is your one-stop view of all open and past support tickets – whether raised by you or someone in your team.

How to use the ticket portal

Getting Help

Videos

Free Demo

29 Apps

Find answers and get help from Intercom Support and Community Experts

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Tickets submitted through the messenger or by a support agent in your conversation will appear here.