Manage Marketing Campaigns > Link Applicants to a Marketing Campaign

Use the Manage Campaigns option in the Marketing tab to link applicants to the marketing campaigns that they have responded to. This is a useful auditing tool.

Lists of applicants that are linked to a campaign can be viewed and printed directly from the Manage Campaigns screen.

The marketing campaign that each applicant is linked to is listed in applicant records under the Enquiry tab. See Logging Campaign Communications for more information.

To link applicants to a marketing campaign, follow the steps below:

1. Open the Marketing tab in the Admissions module and select the Manage Campaigns option from the right hand menu:
   
2. Click Link Applicants in the header bar.
   A popup window is displayed:
   
3. In the Pupils field, start to type the applicant's surname (this filters the list displayed) and click to select an applicant.
4. Scroll through the Campaign field and make a selection from the list. Hold Ctrl to make multiple selections, if required.
5. Add any detailed Notes, such as how the applicant got in touch following the marketing campaign.
6. Click either:
   • Save & Add to link more applicants to marketing campaigns.
     or
   • Save & Close.
   The applicant is now linked to the selected campaign. Statistics in the Manage Campaign screen are revised and the applicant record is updated.