01 Self-Learn Marketing

This article is the second part of our self learn series. The initial setups in Marketing should be performed after completing the initial setups in Settings and Maintenance. Once the initial setups in Marketing is completed, kindly read Self-Learn Admissions.Marketing is a module available for Sqayy CMS users upon subscription. The marketing module allows user to keep track of prospect status, record prospect information, record follow-up activities, email prospects from the system and more.User would no longer have to keep prospect information in a spreadsheet. Once a prospect information has been recorded into the system, marketing staff is able to register the prospect immediately as a student. Management can also keep track of follow-up activities performed by marketing staff. The system also helps to keep track of agent commissions.

Daily Tasks

Daily tasks refers to processes that must be performed by marketing staff on a daily basis. Take note that the tasks in this article do not necessarily match the SOP of a campus.

As a marketing staff, they are responsible to manage prospect and perform marketing activities. The list of tasks are like so:

Create prospect profile using Prospect Form – Marketing staff can create prospect profile in the system by filling in Prospect Form. One prospect form will create one prospect profile.
Create prospect profiles using Import Prospect feature – Marketing staff can create multiple prospect profiles at once. This is done by filling in a template file that staff can download from the system. The file is to be filled in and must be uploaded to the system.
Assign prospects to a marketing staff – The user can assign marketing staff to perform follow ups on prospects.
Record follow up activities – Once marketing staff has performed follow-ups either through phone or email, they are expected to record the activity in prospect profile.
Email a prospect from the system – Marketing staff can email prospects using Sqayy CMS.
Send an email attachment to a prospect from the system – Marketing staff would have to upload files to be attached with emails that they send to prospects.
Submit application form – Marketing staff can submit application form on behalf of prospects.
Process application – Marketing staff can decide whether applicant is eligible or not eligible to enrol.
Accept offer to enrol on behalf of applicant – Marketing staff can accept or decline enrolment offer on behalf of applicants.

Initial Setups Checklist

In Sqayy CMS, a single module such as Marketing is dependent on how other modules were configured. This means that the settings in General, Academic, Admissions and etc are related to how well the marketing module can function. As an integrated system, user needs to perform initial setups that are not in Settings > Marketing before marketing module can be rolled out.

Refer to the table below for the initial setups that must be completed in the correct sequence before user can proceed with using marketing module.

Directory	Feature	To Do	Checkbox
Settings > Academic	Faculty	Create faculties
Settings > General	System Preference	All fields are updated
	Organization Information	All fields are updated
	References	All items are updated
	Phrase	All fields are updated
	Access Level	Add new access level Tick relevant features in the access level Save access level
	Staff	Add new staff Note that password is IC No/Passport
Settings > Admissions	Document Types	Add document types
	Application Form	Hide fields for application form in staff portal (Staff Application) Mandatorize fields for application form in staff portal (Staff Application) Hide fields for online application form (Online Application) Mandatorize fields for online application form (Online Application)
	Education Level	Add new education level if necessary Update education level if necessary Add subjects to the education level if necessary
Settings > Academic	Courses	Add courses
	Programs	Add programs
	Document Checklist Revision	Mandatorize document types Hide document types
Admissions	Intakes	Add intakes
Settings > Marketing	Marketing Source	Add marketing source
	Marketing Statuses	Add marketing status
	Potential Scholarship	Add potential scholarship
	Information Source	Add information source
	Agent Positions	Add agent position
	Prospect Form	Mandatorize fields Hide fields
Marketing	Agencies	Add agencies
	Agents	Add agents
	Materials	Add materials (email attachments)

Daily Tasks

Initial Setups Checklist

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