Workflows & Touchpoints
In Student CRM, Workflows are automated processes that manage student communications based on specific conditions and actions. They ensure that students receive timely and relevant information throughout their journey.
Each workflow contains Touchpoints, which are the individual communications - such as emails, SMS messages, letters, or labels - sent to students. These touchpoints can be customised with conditions and personalised content to enhance engagement.
How Workflows & Touchpoints Work Across Student CRM Apps
Each app in Student CRM (e.g., Enquiries, Events, Applications) can have its own workflows to manage communications.
Workflows trigger communications (known as Touchpoints) when specific conditions are met.
Touchpoints include emails, SMS messages, letters, or labels, which are automatically sent based on student actions or status changes within an app.
Benefits of Triggered Communications
Efficiency & Automation – Staff don’t need to manually send individual messages, saving time and ensuring consistency.
Personalised Engagement – Communications can be tailored with student-specific data, improving relevance and response rates.
Timely Follow-Ups – Prospective students receive the right information at key moments in their journey, reducing drop-offs.
Improved Conversion Rates – Automated nudges help move students through recruitment stages more effectively.
Consistent Messaging – Institutions can ensure branding and messaging stay uniform across all student interactions.
Better Student Experience – Students feel supported with clear, structured communication, enhancing satisfaction and trust.
By embedding Workflows & Touchpoints into Student CRM’s apps, universities and colleges can automate, personalise, and optimise their student engagement, leading to more efficient recruitment and retention processes.