Foundation CRM

Managing all of your relationships with prospects, applicants, students, alumni, contacts and more

Jim Evans avatar Nicholas Merican avatar Cláudia Duarte avatar
18 articles in this collection
Written by Jim Evans, Nicholas Merican, and Cláudia Duarte

Set up a custom email sender

How to customise your sender address to match your school's custom domain and stop your emails from being labeled as SPAM
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Written by Cláudia Duarte
Updated over a week ago

Save views on lists of classes, applications, evaluations and profiles

Learn how to save and apply a view – a combination of a particular set of filters and columns –, to quickly find specific records in a list
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Written by Cláudia Duarte
Updated over a week ago

Shared email templates

Learn how to create emails templates to produce as many copies as needed and save loads of time in the process
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Written by Cláudia Duarte
Updated over a week ago

Segments

Learn how to build lists of customers that fit specific criteria to probe and export relevant data or send targeted campaigns
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Written by Cláudia Duarte
Updated over a week ago

How to design a unique email message from scratch

Learn how to easily design a range of beautiful emails using our advanced builder, and avoid image quality loss upon upload
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Written by Cláudia Duarte
Updated over a week ago

Tracking profile source

Capture the source of your profiles to work out where your best leads are coming from and improve your lead acquisition costs and efforts
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Written by Cláudia Duarte
Updated over a week ago

How to create a profile and what's the difference between a profile and an active user

Learn how to use the "Create a profile" feature and what's the difference between a profile and an active user
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Written by Cláudia Duarte
Updated over a week ago

Duplicate profiles

Why duplicate profiles occur and how to merge them into one to declutter the portal
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Written by Cláudia Duarte
Updated over a week ago