Student CRM

All about Contact Manager

See who can do what in the Contact Manager app

Contact Manager Permissions

Laura Montgomery-Hurrell

Dom Yeadon

Steph Stevens

Used by External Relations teams to manage important contacts and organisations, and by Alumni Relations teams to manage new and old graduates.

Contact Manager

Your introduction to Contact Manager (CTM)

What is the Contact Manager Module?

Watch the video to learn about the Contact Manager app

Video Course CTM-T1 for the Contact Manager app

How to find and manage your occurrence's configuration

Where are the settings in Contact Manager?

Learn what the dashboards are used for and how to active them

What are the Contact Manager Dashboards?

Find Contacts, Orgs, Agents, Agencies, Leads and Opportunities instantly when typing 'F'

Using 'F' to find anything in Contact Manager or Agent Manager

Getting Started in Contact Manager

What can I see on my Contacts?

Three different ways to bring your Contacts into CTM

How can I bring Contacts into the Platform?

Managing specific fields on a contact within Contact Manager

How do I update my Contact?

Actions you can take to fill out your Contacts

How do I manage my Contacts?

How to copy a Student record from Student Database to a Contact in Contact Manager

Copy Student to Contact Manager

Leads are Alumni, Business Partners and Teachers

Leads from Contact Manager Web Forms

How users can view, add, edit, and delete graduation records for alumni under each Record Card in Contact Manager

Graduations on Alumni in Contact Manager

Contacts

How to organise your contacts by the group they belong to

What are Organisations in Contact Manager?

All the details you can see on your Organisations

What can I see on an Organisation's Card?

Manage your business contacts with Organisations

How do I add a new Organisation?

In the Contact Manager (CTM) app you store your Contacts (people) who work at Organisations (their employers).

Contact Manager - the Org Card

Linking Parent Organisations to subsidiaries or franchises

How do I relate Organisations to each other?

How do I set up Alerts?

Organisations

Merging duplicated contacts and organisations?

Keeping important documents with the person they refer to

How do I add documents in Contact Manager?

Ask a Super User to update with a new value

How do I add new values to Departments, Tags, Titles, Types and Relationships?

Adding meta-data to Contacts and Organisations

Using Tags in Contact Manager

Defining the connection between you and an Organisation or Contact

How do I add relationships?

Adding and editing

Track the progression of potential collaborations with your partner schools with Opps

What are Opportunities in Contact Manager?

Use Opportunities to set up collaborations and track their progress

How do I create an Opportunity in Contact Manager?

Opportunities

How to use your communications channels in Contact Manager

What are Comms?

Send a direct email or SMS to a single Contact

Sending Contacts or Alumni one-to-one communications by SMS or email

How to perform complex searches within your contacts

How can I use Segments in Contact Manager?

Use Grab to select a large number of contacts for emailing

How do I send Contacts bulk email and SMS Campaigns?

Grab your business contacts for use off-platform

How do I download a list of contacts for a Campaign?

By using the "replace with content" merge tag

How can I add an email template for Campaigns?

Send out a ‘set and forget’ sequence of timed emails to contacts

Autoresponder (ATR) in Contact Manager

Communicating

Videos

Free Demo

29 Apps

Find answers and get help from Intercom Support and Community Experts

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