Articles:
- Import customer base
- Bulk actions in the database
- Adding Custom Fields in CRM
- Kwiga CRM basic version
- Login Log
- How to change the payment schedule for a student
- How to mark a partial payment as paid
- How to mark a subscription as paid (via the platform)
- How to Filter Contacts Who Filled Out the Form but Didn’t Pay
- How to Email a Participant
- How to Collect Additional Information During Registration or Purchase on the Platform
- Adding Contacts from Google Forms and Google Sheets to the Kwiga CRM
Description of the features of the basic version of Kwiga CRM.
In this article:
CRM is a system that allows you to track information about customers and the history of interaction with them. The basic version of Kwiga CRM allows you to:
- Add any information about clients by creating additional custom fields, both common to all contacts, and pointwise on specific contacts.
- Customize the display format of contacts, hide and show certain fields, including custom ones.
- Import and export data for all contacts
- Form both static and dynamic lists (segments), segment the audience according to various parameters
- Perform bulk actions with all contacts or with a group of contacts, including giving access to courses, marathons, webinars and other products.
Kwiga CRM settings allow you to:
Field settings during registration - set which fields students can complete and which fields are required. You can customize these settings for different products, or you can make the default settings apply to all products.
Adding Custom Fields - Add additional fields to be used on all contacts. Read more about this in the article: Adding custom fields
Contact tags - You can add tags that will be used for audience segmentation, see the ones already available and the frequency of use.
Export contacts - allows you to download the current CRM database or download a list generated according to certain parameters.
Appearance CRM
You can set the appearance of CRM by specifying which columns you want to be displayed in the default view (eye icon), as well as change their order (fields displayed on the left are at the top).
CRM filter
The CRM filter allows you to show contacts by certain criteria, perform bulk actions with them, or mark them with a tag and send them a mailing list.
You can filter the audience using standard fields or using custom fields.
Frequently asked questions
Can I give a group of contacts access to a course at once?
Yes. In CRM, you can take bulk actions on all contacts or a selected group, including granting access to courses, bootcamps, webinars, and other products. You can use a filter to select the group you need.
Can I add a field for just one contact?
Yes. Select one or more contacts in the list, then choose "Bulk actions" → "Contact fields" → "Add fields" – the field will appear only for the selected contacts. Fields created in CRM settings ("Add custom fields") are available to all contacts.
Can I set up different registration fields for different products?
Yes. You choose which fields students fill in when registering and which are required – separately for each product or as default settings for all products.
Can I export only some contacts instead of the entire contact list?
Yes. You can export the entire current CRM database or download a list filtered by specific criteria.
Can I filter contacts by custom fields?
Yes, the filter works with both standard and custom fields. You can tag the selected contacts, perform a bulk action on them, or send them an email campaign.
Didn't find the answer? Contact the support service via online chat or Telegram