Curriculum
Course: Marketing - Setup
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Curriculum

Marketing - Setup

Lesson - Overview of Marketing Features

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Lesson - Lifecycle of a Student

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Lesson - Agents Lifecycle and Management in TEAMS

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Lesson - Webform in TEAMS

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Lesson - Account Managers and tracking performance

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Lesson - Account Managers

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Lesson - Webforms

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Overview of Templates (letters, emails, sms)

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Video lesson

Webforms in TEAMS

In this step-by-step video, you’ll learn how to use Webforms in TEAMS to capture and manage enquiries, applications, and agent requests from your website.

You’ll learn how to:

  • Customise and connect Enquire Now, Apply or Enrol Now, and Become an Agent forms
  • Track submissions in the Marketing Dashboard using Alerts and Summary tiles
  • Manage the lifecycle of records — from Enquiry Students to Applicants and Active Agents
  • Convert potential agents to Active Agents once contracts are approved
  • Set up automated alerts to notify Account Managers, Students, or Agents via email or SMS

IMPORTANT: At the end of this lesson, you will need to complete the quiz before moving on to the next lesson.