EduCtrl is a feature-rich cloud-based software to manage all aspects of Overseas Education Consultancy Business, Training/Coaching Institutions.

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Sending Course Recommendation to Students

Learn how to recommend courses to students using EduCtrl CRM’s Course Finder and Course Suggestions features.

Prerequisites:

  • Staff or admin access to EduCtrl CRM.
  • Courses added or imported into the system.
  • Student profiles with course preferences set up.

Step-by-Step Instructions:

  1. Go to the Course Finder tab in EduCtrl CRM.
  2. Use filters such as Study Level, Country, Study Area, and others to find relevant courses.

  3. Select a student from the Select Student dropdown to tailor course suggestions.
  4. From the search results, choose one or multiple courses to recommend.
  5. Click Add to Course Suggestions to save recommendations to the student’s profile.
  6. Alternatively, use the Course Suggestions tab in the student profile to view or add courses.
  7. You can also share course recommendations directly with students by downloading the suggestions as a PDF or Excel file and emailing it to them.

Tips & Best Practices:

  • Use multiple filters to find the most relevant courses for each student.
  • Keep course suggestions updated based on student feedback and preferences.
  • Regularly review and remove outdated course suggestions.
  • Utilize the Course Finder’s sorting options to prioritize courses by IELTS score, fee, or course name.

 

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