Workflows, Touchpoints & Sequences
The automation engine powering student communications in Student CRM
Workflows, Touchpoints, and Sequences form the backbone of Student CRM’s automatic communication system. Together, they deliver personalised, timely, and compliant communications that nurture every prospect from first enquiry to enrolment, automatically.
Everything you need for personal, timely & compliant comms
Why Automation matters
Recruitment teams can’t manually follow up with thousands of prospects, nor should they. By automating communication, Student CRM ensures that:
- Every student receives the right message at the right moment
- Staff save time while maintaining a consistent brand voice
- Prospective students stay engaged throughout the entire journey
- It’s personal, timely and valuable to the prospect
Workflows - automate per module
A workflow automatically groups students who meet certain conditions - e.g. booking an event or submitting an application — and moves them through each stage as their status changes. At every step, the workflow triggers Touchpoints (email, SMS, letter).
- Invited – sends booking invitations
- Booked – shares confirmations and event details
- Attended – sends thank-you messages
- Did not attend – invites to another event
Result: hours saved, and every student stays connected with the right message at the right moment.
Touchpoints - send automated messages
Touchpoints are the automated messages sent when a workflow condition is met, keeping every student informed without manual effort.
- Email: rich, branded updates and offers
- SMS: quick reminders and confirmations
- Letter: formal printed correspondence
- Label: physical assets like badges or envelopes
Touchpoints personalise with live data, apply conditional rules, and respect all GDPR preferences from Privacy Centre.
Result: consistent, compliant, perfectly-timed communications running 24/7.
Sequences - automate multi-step journeys
Sequences run multi-step communication journeys directly from your Student Database via a segment — across all modules.
- Day 1: Welcome email
- Day 4: “Still interested?” follow-up with high-value content
- Day 10: Student Life spotlight email
- Day 14: Event invitation
Result: always-on, cross-module campaigns that feel personal to every student.
Built-in visibility & insight
Automation isn’t “hands-off”. Every message, workflow, and sequence can be monitored, reported, and refined.
- Live delivery and engagement metrics
- Full audit trail of messages sent
- Real-time performance dashboards across recruitment stages
