Automations Manager
Connect your modules, trigger smarter actions, and keep every process in sync
Student CRM already automates important parts of student recruitment, including communications, tagging, attribution, and engagement scoring. Automations Manager extends that capability by connecting modules, identifying exceptions, and triggering actions when defined conditions are met.
It works alongside Workflows, Touchpoints and Sequences to keep student records, communications, alerts, and recruitment activity connected across the platform.
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Student CRM already helps you automate key parts of your recruitment process, like communications, tagging,
attribution, and engagement scoring...
But sometimes, you need something more - something that connects the dots, catches the exceptions, and
triggers exactly the right action at the right moment.
That's where the Automations Manager module comes in.
It's the Swiss Army knife of Student CRM - a tool you don't realise you need until you do.
And once you've used it,
you won't want to be without it.
The Automations Manager module has the following benefits:
Joining the dots between modules
Student CRM is modular by design, which means each part does its job well - but each module doesn't always
talk to each other directly by default.
AMM steps in as the connector, letting you create automations that trigger actions across modules, even
where integrations don't already exist.
It's how you make things happen between the lines.
Stay informed with Smart Notifications.
Want to alert a colleague when a student mentions a support need in an open day form?
Or flag a safeguarding keyword in an enquiry?
AMM lets you set up off-platform notifications, so your team is informed and ready to act without manually
checking every submission.
Trigger workflows based on student behaviour
With AMM, you can route specific students to a defined CRM occurrence - like Rapid Response - when they meet
certain criteria.
That means they immediately receive relevant communications via workflows and touchpoints, rather than waiting
for your team to manually send out comms.
Set 'tripwires' across the student journey
All that planning you do to shape the student journey?
AMM gives you insight when something planned (or unplanned) happens.
Set up 'tripwires' that trigger a response, update a record, apply a tag, change a persona, update an
engagement score, or notify staff so you don't miss a moment of change, interest, or risk.
And there's more:
Create your own engagement rules
Student CRM already tracks engagement with built-in scoring rules, but AMM lets you create your own -
tailored to your institution.
Define exactly what matters to you, and track it.
Stage management for pre-app recruitment
Admissions stages are well defined.
But pre-application?
That's usually just knowing who's keen -and who isn't quite there yet.
With AMM, you can define the stages of your pre-app recruitment funnel - from email clickers to event
attendees to applicants in waiting - and move students between stages automatically, based on rules you set.
It's like having pre-app admissions tracking, finally.
Automation that works behind the scenes
Whether it's tagging, routing, notifying or enriching student records, AMM runs quietly in the background,
keeping everything clean, connected and responsive.
You set the logic;
it does the rest.
Student CRM already streamlines your work - Automations Manager takes it further by making every step smarter,
faster, and more connected.
Book a call with one of our CRM experts to find out more.
What is Automations Manager?
Automations Manager is a Student CRM module that helps universities and colleges connect activity across recruitment modules and automatically respond when defined conditions are met. It can update prospective student records, notify staff, move contacts between pre-application stages, apply tags or personas, adjust engagement scores, and trigger follow-up actions using live data from enquiries, events, campaigns, applications, and the Student Database.
Connect and automate activity across Student CRM
Connect modules
Link areas of Student CRM that need to share activity, status changes, or follow-up actions.
- Create rules that trigger actions across connected modules.
- Use live activity from the Student Database.
- Reduce manual hand-offs between recruitment, admissions, marketing, and events teams.
Smart notifications
Alert the right colleague when a record, enquiry, or interaction needs attention.
- Trigger alerts when defined keywords, needs, or behaviours appear.
- Notify staff when an enquiry or form submission meets selected conditions.
- Help teams respond without checking every student record manually.
Behaviour-based actions
Route prospective students according to their activity, interests, or response.
- Move selected records into a defined occurrence such as Rapid Response.
- Trigger relevant communications, notifications, or follow-up tasks.
- Respond to important activity without relying on manual intervention.
Stage management for pre-application recruitment
Add structure to early-stage prospective student journeys.
- Define stages that reflect your institution’s pre-application process.
- Move event attendees, active prospects, or applicants between relevant stages.
- Identify who is engaged and who may need further communication.
Set journey tripwires
Detect important moments and respond when selected conditions are met.
- Trigger an action when a student reaches a defined threshold or status.
- Apply tags, update personas, or adjust engagement scores.
- Create alerts for strong interest, disengagement, risk, or missed follow-up.
Custom engagement rules
Define engagement according to your institution’s recruitment model.
- Create scoring rules that reflect the interactions most important to your team.
- Use activity from campaigns, events, forms, enquiries, and applications.
- Review engagement and performance through Pulse.