Marketing - Setup

Overview of course                                                                                   

The Marketing Setup course focuses on the foundational configuration required to make the Marketing section in TEAMS function effectively. This course will guide you through setting up critical components such as webforms for enquiries, agents, account managers etc, ensuring customised and efficient system that is tailored to your institution’s specific needs. It is essential to streamline workflows to enhance data accuracy, and support your marketing and enrolment activities.

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:

• Configure the Marketing section settings in TEAMS such as webforms.

• Understand the relationship between marketing setup and operational workflows.

• Set up and manage Agent and Account Manager records effectively.
• Ensure data consistency and readiness for processing enquiries, applications, and enrolments.
• Optimise your system configuration to align with your institution’s marketing strategies.

Who is this course for?

• System administrators tasked with configuring the TEAMS system for marketing operations.

• Marketing staff responsible for managing enquiries, agents, and other marketing-related activities.

• Operational staff involved in using the system for processing applications and enrolments.

• Anyone looking to understand the foundational setup required to maximise the Marketing section in TEAMS.