Marketing - Setup

Overview of the course                                                                               

The Marketing Setup course equips you with the foundational knowledge required to configure the Marketing section in TEAMS for optimal performance. You’ll learn how to set up essential elements such as webforms, agent records, and account managers, customised to suit your institution’s specific workflows. A well-structured marketing setup supports accurate data capture, improves operational efficiency, and enables seamless enquiry, application, and enrolment processes.

Please note: To ensure a smooth learning experience, follow the lessons, quizzes, and tasks in the sequence they are provided.

Outcomes

Once you have successfully completed the course, you should be able to:

• Set up key marketing configuration options in TEAMS, including webforms.
• Understand how the marketing setup connects to daily workflows across departments.
•  Accurately create and maintain Agent and Account Manager records.
• Ensure consistency in data collection for enquiries, applications, and enrolments.
• Optimise system configuration to support your institution’s marketing and growth strategies.

Who is this course for?

 This course is ideal for:

• System Administrators responsible for setting up TEAMS marketing features.
• Marketing Officers or Managers who handle agents, web enquiries, and campaigns.
• Operations Staff involved in processing student applications and enrolments.
• New Staff Members seeking to understand the essential setup of TEAMS’ Marketing section..