Applications | Student CRM Help Centre

Applications

Used by admissions teams to manage end-to-end online applications so they can increase conversion rates

37 articles in this collection
Written by Steph Stevens and Laura Montgomery-Hurrell

What is the Applications app?

Written by Steph Stevens
Updated over a week ago

Getting Started in Applications

What can I do with Passive Applications?

Written by Steph Stevens
Updated over a week ago

How can I implement PDF Letters in Applications?

Written by Steph Stevens
Updated over a week ago

How do I use Search in Applications?

Written by Steph Stevens
Updated over a week ago

How do I add Documents?

Written by Steph Stevens
Updated over a week ago

How are the default email settings chosen when communicating with a single student?

What rules govern 'From Name' and 'From Address'

Written by Steph Stevens
Updated over a week ago

What is the Application Activity Log?

Written by Steph Stevens
Updated over a week ago

What is a CAS number?

Written by Steph Stevens
Updated over a week ago

Student Chaser Email Default From Email Address

Written by Steph Stevens
Updated over a week ago

How to use Tasks

Setting and Viewing Tasks in Applications

Written by Laura Montgomery-Hurrell
Updated over a week ago

In Settings, what are Value Lists?

Written by Steph Stevens
Updated over a week ago

Application Referrals

Applications can be referred to academics or other parties.

Written by Steph Stevens
Updated over a week ago

How do I use Segments in Applications?

Written by Steph Stevens
Updated over a week ago

How can I use Workflows in my Communications Plans for my Applications?

Written by Steph Stevens
Updated over a week ago

What is the Programme tab in Applications?

Written by Steph Stevens
Updated over a week ago

Application Form and Portal

Application Portal

Where your applicants access their application details, view progress and upload supporting documentation.

Written by Steph Stevens
Updated over a week ago

What should I do if a student cannot log into the Applications Portal?

Troubleshooting the Applications Portal

Written by Steph Stevens
Updated over a week ago

Customising the Applications App

How can I add Letter Templates in Applications?

Written by Steph Stevens
Updated over a week ago

Application Statuses

What is the 'New' status?

An explanation of the New Application status

Written by Steph Stevens
Updated over a week ago

What is the 'Pending' Status?

Written by Steph Stevens
Updated over a week ago

What is the 'Quality Control' Status?

Written by Steph Stevens
Updated over a week ago

What is the 'Conditions Outstanding' Status?

Written by Steph Stevens
Updated over a week ago

What is the Verify Conditions status?

Written by Steph Stevens
Updated over a week ago

What is the 'Deposit Outstanding' Status?

Written by Steph Stevens
Updated over a week ago

What is the 'Need CAS' status?

Written by Steph Stevens
Updated over a week ago

What is the 'Completed' Status?

Written by Steph Stevens
Updated over a week ago

What is the 'Rejection Confirmed' Status?

Written by Steph Stevens
Updated over a week ago

Rejecting applications

A guide to the Rejected status and the actions available

Written by Steph Stevens
Updated over a week ago

When should I use the 'Move Status' button?

Written by Steph Stevens
Updated over a week ago

Other questions

What other information can I add to an Application?

Adding Entry Point and Campus Information

Written by Laura Montgomery-Hurrell
Updated over a week ago

How can agents manage separate student applications?

Written by Steph Stevens
Updated over a week ago

What is 'DRAG' status?

How to set the status of a student's application

Written by Laura Montgomery-Hurrell
Updated over a week ago

How do applicants manage multiple applications across Marketing Units?

Written by Steph Stevens
Updated over a week ago

How do I get my applications into Student CRM?

Written by Steph Stevens
Updated over a week ago

What happens with Deferred applications or course changes?

Written by Steph Stevens
Updated over a week ago

How can I use previous results in Applications?

Written by Steph Stevens
Updated over a week ago

How Do I Add a Document to an Application?

Written by Steph Stevens
Updated over a week ago