Student CRM

All about Applications

What is the Applications app?

See who can do what in the Applications - Active app

Applications - Active Permissions

Dom Yeadon

Steph Stevens

Laura Montgomery-Hurrell

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

Applications - Active

At each stage, take appropriate actions to move the application forward

Actions on Active Applications

Find students using a whole range of search terms

How do I use Search in Applications?

The Dashboard (in APS Active Applications)

Keeping supporting evidence with an application

How do I add Documents to an application?

View the actions taken on an Active Application

The Active Application Activity Log

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

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

Where you should get the Confirmation of Acceptance for Studies number for an international student's application from

What is a CAS number?

Applications can be referred to academics or other parties.

Application Referrals

See any Open Day bookings a student has made in their Application

What is the Programme tab in Applications?

Getting Started in Active Applications

Collect referees from applicants and follow up, Using Active Applications (APS)

Referees on your Application Form

Where your Applicants access their application form, view progress and upload supporting documentation.

Application Portal - the Student's View

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

Your Active Application Form and Portal

Using Workflows and Touchpoints to contact your Applied students

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

How to send your students' letters without the postal fees

How can I implement PDF Letters in Applications?

Setting up email templates for use in Active Applications

Applications Settings: Email Templates (Active)

How to change Applications Dropdown Lists

In Settings, what are Value Lists?

Customising the Active Applications App

An explanation of the New Application status

What is the 'New' status?

When an application needs a second look over

What is the 'Pending' Status?

A way to randomly check a sample of your users offers

What is the 'Quality Check' Status?

When something extra is needed from the student, their application stays here

What is the 'Conditions Outstanding' Status?

How to confirm all conditions have been satisfied

What is the Verify Conditions status?

Does the student still need to send a deposit amount?

What is the 'Deposit Outstanding' Status?

For International students, a Confirmation of Acceptance for Studies number is required

What is the 'Need CAS' status?

What is the 'Completed' Status?

Once an application has been confirmed, or left long enough, it winds up here

What is the 'Rejection Confirmed' Status?

A guide to the Rejected status and the actions available

Rejecting applications

Help for Super Users overriding an Application's status

When should I use the 'Move Status' button?

Active Application Statuses

When an application is submitted, how does it match to an existing student record?

Active Applications - Student Matching

Send/receive applications between Student CRM and Agresso (Unit4), Banner (Ellucian), EBS and SITS (Tribal), Unit-E (ESS - formerly Capita)

Two-way integration between Student CRM and your SRS/SIS (see list)

Use pre-prepared responses to quickly answer Applicant's questions

How do I use Saved Replies when contacting Applicants?

Understanding how course deposits are calculated in Applications

Merging Course Deposits in touchpoints

Adding Entry Point and Campus Information

What other information can I  add to an Application?

How can agents manage separate student applications?

Keeping your student's applicants flowing