Student CRM

Get a feel for how this central app works

What is the Student Database App?

See who can do what in the Student Database

Student Database Permissions

All About Student Database

Watch the video to learn about the Student Database app

Video Course SDB-T1 for the Student Database app

Access and Participation data sets

Steph Stevens

Laura Montgomery-Hurrell

Dom Yeadon

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

Student Database

Viewing and managing Student data, activity logs and audit trails

The Student Record Card

Bringing in the odd few students who don't enter the system by traditional means

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

Filter your student list for call back campaigns

Using the Rolodex

Student Tags

How to add a Course of Interest to a student without them completing a  web form

Add a Course of Interest

Found a duplicate and want to merge its complete history with the proper student, and delete the duplicate? Easy.

How to merge duplicate students in the Student Database

Keep important extra details on your students by using Notes

How do I add a note on a student record?

Call Student tool

Want to send just one email or SMS to just one student and make sure it is logged?

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

Getting started in the Student Database

Definitions of some less obvious fields on the Student Record Card

Student Record Card Fields

Why an incomplete address won’t replace a complete address on a student’s Record Card

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

Stop all communications permanently in case of death or fraud

Using the death/fraud flag

More about Student Record fields

How do I set up Personas?

Create "collections" of students to send comms to

How do I use Student Personas in my marketing?

Personas

A list of default Engagement scores available

Engagement Score Rules table

A great visual indicator of your success metrics per student

Student Engagement Bar

114 engagement score activities that you can use to see at a glance how engaged students are with your establishment

What is the Engagement Score?

Using stages and likelihood to measure progress along the student recruitment journey

Stages in the Student Database

Engagement Scoring

How to see which students have enrolled with your establishment

Where can I find enrolments in Student Database?

Use different statuses in your Touchpoint or Segment conditions to indicate a Student's place of residence

How do I use the Residency Status in Student Database?

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

Use Applications filters in a Student Database to create non-applicant segments.

Using Applications filters in Student Database.

Using Segments in Student Database

Customising the email sent to one student at a time

How do I change the Individual email template?

Ensure manually created students have the correct Consent Pack applied

How do I change the default Consent Pack?

Student Database Settings

Videos

Free Demo

29 Apps

Find answers and get help from Intercom Support and Community Experts

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