Student CRM Help Centre

Student Database

This is where each central student record is created and automatically updated in real time by your recruitment activities

What is the Student Database App?

Student Database Permissions

All About Student Database

Video Course SDB-T1 for the Student Database app

Access and Participation data sets

Getting started in the Student Database

The Student Record Card

How do I manually add a student into the Student Database?

Using the Rolodex

Add a Course of Interest

How to merge duplicated students in the Student Database

How do I add a note on a student record?

Call Student tool

Sending single emails and SMS direct to students from the Student Database

More about Student Record fields

Student Record Card Fields

What rules govern when a Student’s postal address is updated on a Student Record?

Using the death/fraud flag

How do I set up Personas?

How do I use Student Personas in my marketing?

Engagement Scoring

Engagement Score Rules table

Student Engagement Bar

What is the Engagement Score?

Stages in the Student Database

Using Segments in Student Database

Where can I find enrolments in Student Database?

How do I use the Residency Status in Student Database?

How can I find out which app created a student or record?

Using Applications filters in Student Database.

Student Database Settings

How do I change the Individual email template?

How do I change the default Consent Pack?