Lead Status Fields Explained | StudentIgnite CRM Sync Guide
The Lead Status setup is one of the most important parts of your StudentIgnite configuration.It’s how StudentIgnite unde...
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The Lead Status setup is one of the most important parts of your StudentIgnite configuration.It’s how StudentIgnite unde...
This is the final step. Choose the plan that fits your expected lead volume and the modules you want to use. What you&r...
We send a quick verification code to confirm SMS is working. How to verify Enter a mobile number your team can acces...
Herbot uses SMS to reach leads quickly and keep conversations moving. In this step, you’ll connect your SMS provider.Wha...
This step is only required if you want Herbot to book meetings. If you chose Enrolments only earlier, you can skip this...
Here you add the courses you want Herbot to support. StudentIgnite uses your public course pages as the source of truth....
Field matching helps StudentIgnite know where important lead details live in your CRM. This ensures Herbot can reply and...
Connecting your CRM lets StudentIgnite receive new leads instantly and update each record as Herbot books or re-engages...
In this step, you choose how Herbot should sound when speaking to students. The tone you choose shapes the style of mess...
Here you tell Herbot what success looks like for your organisation. Do you want the bot to focus on: Booking a time w...
In this step, you add some basic details about your organisation so Herbot can introduce you correctly and we can set th...
First, we confirm your work email so we know it is really you and we can keep your account secure. How to verify your e...
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