Marketing - Operations
- Description
- Curriculum
- Reviews

Overview of course
The Marketing section is a core feature of the system. Whether it’s an enquiry, applicant & application/s or how you source your students through third parties like an Education Agent, knowing how it all comes together is vital for being able to setup and use the system. The system and your users will rely on how the Marketing section is setup to function correctly.
Please note: The lessons in the curriculum are laid out in a set sequence. Please follow the quizzes and assignments in the sequence that they appear, to ensure a smooth and easy progression through this course.
Outcomes
Once you have successfully completed the course, you should be able to:
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Understand how to create, edit and follow the lifecycle of the New Application.
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Know how to use the Applicant and Application Dashboards and all the screens that are linked to them.
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How to generate and email the Offer Letter to an Agent or the Student.
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How to upload Documentations for an Agent, Applicant or Application.
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Understand and know how to use Marketing and Agent Dashboard and all the screens that are linked to them.
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Understand how to Add or Edit an Agent and or Account Manager for Applicant and Applications.
Who is this course for?
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System administrators who may be responsible for training existing and new staff members in the system.
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Marketing or other staff who may be responsible for processing Applications and issuing Offer Letters.
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Anyone who needs to understand how the various Marketing features work at an operational level.
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14New Application
An overview of how to create applications
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15New Application Step 1- Student Selection
Applications are the foundation of the system. The applicant and application convert to a student and enrolment, hence this is a mandatory lesson for everyone.
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16New Application - Step 1- Student Selection Quiz
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17New Application - Step 2 - Choose Programs
Applications are the foundation of the system. The applicant and application convert to a student and enrolment, hence this is a mandatory lesson for everyone.
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18New Application - Step 2 - Choose Programs Quiz
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19New Application - Step 3 - Subject Selection
Applications are the foundation of the system. The applicant and application convert to a student and enrolment, hence this is a mandatory lesson for everyone.
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20New Application - Step 3 - Subject Selection Quiz
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21New Application - Step 4 - Fee Selection
Applications are the foundation of the system. The applicant and application convert to a student and enrolment, hence this is a mandatory lesson for everyone.
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22New Application - Step 4 - Fee Selection Quiz
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23New Application - Step 5 - Edit Invoices
Applications are the foundation of the system. The applicant and application convert to a student and enrolment, hence this is a mandatory lesson for everyone.
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24New Application - Step 5 - Edit Invoices Quiz
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25New Application - Step 6 - Edit Invoices Preview
Applications are the foundation of the system. The applicant and application convert to a student and enrolment, hence this is a mandatory lesson for everyone.
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26New Application - Step 6 - Edit Invoices Preview Quiz
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27New Application - Step 7 - Offer Letter
Applications are the foundation of the system. The applicant and application convert to a student and enrolment, hence this is a mandatory lesson for everyone.
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28New Application - Step 7 - Offer Letter Quiz
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43Add / Edit Student Holidays
While creating an application, you can apply for holidays at the Applicant level from the Applicant Dashboard with the Add or Edit Holidays option. Similarly, you can apply for holidays at the Student level from the Student Dashboard with the Add or Edit Holidays option.
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44Add / Edit Student Holidays Quiz
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51AD - Add / Edit AVETMISS Information
Learn how to add or edit an applicant's AVETMISS details. This lesson covers how to update key information such as Indigenous status, language, school completion details, and more, while highlighting important considerations when transitioning from applicant to student status.
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52Add / Edit AVETMISS Information
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53Add / Edit Next of Kin
It is not mandatory in the system to add Next of Kin details for an applicant or student. However, it is highly recommended that you add them if you have this information.
Based on the student type, you will determine where you enter the Next of Kin details of an applicant or student.
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54Add / Edit Next of Kin Quiz
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84Enrolment tile and list screen
The total number of enrolments linked to the agent is displayed in the Enrolment tile. Clicking on it will navigate you to the Agent Enrolment Listing screen. A thorough understanding of this feature is essential to using it effectively within the system.
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85Enrolment tile and list screen Quiz