Automations Manager

Connect your modules, trigger smarter actions, and keep every process in sync

Student CRM already automates key parts of your recruitment process: communications, tagging, attribution, engagement scoring. Sometimes you need something more — a way to connect modules, catch exceptions, and trigger the right action at the right moment.

Automations Manager is the quiet, powerful tool that keeps everything working together seamlessly.

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Key benefits

Connect and automate - unlock Student CRM’s full potential

Connect modules

Link areas of the CRM that don’t usually talk to each other.

  • Create automations that trigger actions across multiple modules
  • Connect data and activity in real time
  • Eliminate manual hand-offs and make processes flow smoothly

Smart notifications

Stay informed without checking every record manually.

  • Trigger alerts when specific keywords, needs, or behaviours appear
  • Notify colleagues instantly when action is needed
  • Keep your team responsive and informed at every step
Automation connecting modules in Student CRM

Behaviour-based workflows

Route students automatically based on their actions.

  • Move students to defined CRM occurrences such as Rapid Response
  • Trigger relevant communications and follow-up tasks instantly
  • Ensure timely engagement without manual intervention

Stage management for pre-app recruitment

Bring structure to early-stage journeys.

  • Define and automate your pre-application stages
  • Move students between stages such as event attendees or applicants in waiting
  • Get clear visibility on who’s engaged and who needs more nurturing

Set journey tripwires

Track and respond to important moments automatically.

  • Trigger responses when key conditions are met
  • Apply tags, change personas, or update engagement scores
  • Set up alerts for interest, risk, or missed opportunities

Custom engagement rules

Define what engagement means to your institution.

  • Create your own scoring rules beyond the standard model
  • Track and measure the interactions that matter most to your strategy
  • See meaningful engagement insights unique to your recruitment process
FAQs

Automations Manager FAQs

Can we create automations across multiple modules?
Yes. Automations Manager connects modules that don’t directly integrate, allowing you to trigger cross-module actions.
Can we send notifications to specific staff when conditions are met?
Absolutely. Configure notifications for keywords, events, or form submissions so the right people are alerted immediately.
Can automations update student records automatically?
Yes. Apply tags, change personas, update engagement scores, or move students between stages without manual work.
Can we build our own engagement scoring rules?
Yes. Define and track custom engagement metrics tailored to your institution.
Does it support pre-application funnel tracking?
Yes. Create automated stages for pre-applicants and move students between them based on activity or behaviour.
Does it run continuously in the background?
Yes. Once set up, Automations Manager keeps your CRM accurate, connected, and responsive.
Who uses Automations Manager the most?
Most used by: Admissions, Enquiries, Events, International, Marketing, Recruitment and Outreach.
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