Marketing - Operations

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:

• Understand how to create, edit and follow the lifecycle of the New Application.

• Know how to use the Applicant and Application Dashboards and all the screens that are linked to them.

• How to generate and email the Offer Letter to an Agent or the Student.

• How to upload Documentations for an Agent, Applicant or Application.

• Understand and know how to use Marketing and Agent Dashboard and all the screens that are linked to them.

• Understand how to Add or Edit an Agent and or Account Manager for Applicant and Applications.

Who is this course for?

• System administrators who may be responsible for training existing and new staff members in the system.

• Marketing or other staff who may be responsible for processing Applications and issuing Offer Letters.

• Anyone who needs to understand how the various Marketing features work at an operational level.