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Search answers about setting up your workspace, running your pipeline and connecting your tools.

16 answers across 6 topics

  • Getting started · 3
  • Leads & pipeline · 3
  • Communication · 3
  • Integrations · 3
  • Billing · 2
  • Account & security · 2

Getting started

Setting up your workspace, users and first pipeline.

  • Go to Settings → Users → Invite. Choose a role (Counsellor, Team lead, Campus admin or Owner) and the campuses they can access. Invitations expire after 7 days.

  • Use Leads → Import to upload an Excel or CSV file. Map your columns to RaivatEdu fields, preview the result and confirm. Duplicates are matched by phone number and email.

  • Yes. Settings → Pipelines lets you rename, reorder, add or remove stages per programme or campus. Existing students keep their position.

Leads & pipeline

Capturing, assigning and moving students through stages.

  • Create an assignment rule with conditions (course, campus, source) and a method: round-robin, lowest open workload or a fixed counsellor. Rules run top to bottom; the first match wins.

  • When an enquiry arrives with a phone number or email that already exists, it's merged into the existing record and the new source is added to its history.

  • That depends on their role. By default counsellors see their own students; team leads see their team; campus admins see their campus.

Communication

WhatsApp, email, SMS and call logging.

  • Settings → Channels → WhatsApp. You'll need a WhatsApp Business Platform account; we walk you through verification and template approval.

  • Meta reviews every template. Common reasons are promotional wording in a utility template, missing sample values or unclear variables. Edit and resubmit from the Templates screen.

  • Yes. Automated messages respect workspace quiet hours (default 8 pm – 8 am) and are queued until the next allowed window.

Integrations

Lead ads, calendars, payments and the API.

  • Settings → Integrations → Meta Lead Ads. Sign in with a Facebook account that manages your Page, select the forms to sync, and map form questions to fields.

  • Yes. Counselling slots booked in RaivatEdu appear in Google Calendar or Outlook, and busy times in those calendars block booking slots.

  • Yes — a REST API and webhooks are available on Professional and Enterprise plans. API keys are managed under Settings → Developer.

Billing

Plans, invoices and payments.

  • Settings → Billing → Invoices. GST invoices are generated automatically for every payment.

  • Owners can add seats from Settings → Billing. Additional seats are prorated for the current billing period.

Account & security

Sign-in, permissions and data.

  • Each user can enable it under Profile → Security. Owners can make it mandatory for the whole workspace.

  • Owners can export every record as CSV from Settings → Data at any time. Your data remains yours.

Still stuck? Talk to a person.

Our support team replies within one working day — usually much sooner during admissions season. One team answers every country, in English.

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