Hogeschool Windesheim - Renews CRM and bets on Customer Insights
Discover how we helped Hogeschool Windesheim streamline complex open day registrations using a smart two-stage form in Microsoft Dynamics 365. All marketing processes now converge centrally and efficiently, ensuring a seamless start to the student journey.
How can you ensure thousands of prospective students seamlessly register for open days and individual sessions without technical friction? Windesheim University of Applied Sciences faced this exact challenge when transitioning from Summit to Microsoft Dynamics 365 Customer Insights-Journeys.
The goal was clear: establish a single, central platform for all education marketing processes. However, Windesheim quickly hit the boundaries of standard Customer Insights-Journeys forms. While suitable for basic sign-ups, standard forms fell short for a journey requiring prospective students to search for sessions, prevent scheduling overlaps, and modify their choices later. It is a challenge many educational institutions will recognize.
In collaboration with Intouch365, a creative solution was developed: a custom two-stage form. In the first stage, prospective students select their preferred sessions, which are retrieved directly from Dynamics 365 and governed by smart validation rules. In the second stage, personal details are captured through a standard Customer Insights-Journeys form, smoothly transferring all data into the CRM via API.
The result? Registration forms that deliver all the functionality of the legacy Summit solution while operating far more efficiently by sourcing data directly from the CRM. This enables Windesheim to focus on what matters most: delivering a welcoming experience for prospective students.
