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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Key benefits

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.
Example automation connecting student recruitment modules and actions in Student CRM

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.
FAQs

Automations Manager FAQs

Can we create automations across multiple modules?
Yes. Automations Manager can use activity and conditions from connected Student CRM modules to trigger cross-module actions, updates, and notifications.
How is Automations Manager different from workflows and sequences?
Workflows and sequences manage structured communication journeys and module-based status changes. Automations Manager creates additional rules that connect modules, update records, send alerts, and respond to defined conditions across the platform.
Can we notify specific staff when conditions are met?
Yes. Notifications can be configured for selected keywords, events, behaviours, form submissions, or record changes so the appropriate staff member or team is alerted.
Can automations update student records?
Yes. Automations can apply tags, update personas, change engagement scores, move records between stages, or trigger further activity in connected modules.
Can we build our own engagement scoring rules?
Yes. Institutions can define custom engagement rules based on the activities and interactions most relevant to their recruitment strategy.
Does Automations Manager support pre-application funnel tracking?
Yes. Teams can define pre-application stages and move prospective students between them according to engagement, event activity, enquiries, or other selected conditions.
Does it run continuously in the background?
Yes. Once configured, Automations Manager checks for the defined conditions and carries out the associated actions without requiring staff to trigger each action manually.
Who uses Automations Manager the most?
Automations Manager is commonly used by admissions, enquiries, events, international recruitment, marketing, recruitment and outreach, and operational CRM teams.
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