You must set up campaign types before adding a marketing campaign.
To add a marketing campaign, follow the steps below:
- Open the Marketing tab in the Admissions module and select the Manage Campaigns option from the right hand menu:
- Click Add Campaign in the header bar. A popup window is displayed.
- Select the Campaign Details tab:
- In the Campaign Details section, enter a:
- Clear and concise Campaign Name.
- Campaign Code. This is not compulsory but may be useful for categorising your campaigns.
- Description. This is useful for adding more detail, such as who is in charge of running the campaign.
- In the Further Details section:
- Select the Campaign Type. This refers to the primary campaign type, used to categorise individual marketing campaigns. Campaign types might include, for example, 'Advertisements'.
- Select the Campaign Sub Type. This refers to the secondary campaign type, which specifies the exact type of campaign listed within the selected category. For example, the sub type/secondary type of 'Video' would be listed under 'Advertisement' campaigns.
- Select a Status Reason. This is the reason for running the campaign. Click
to add a new reason. Enter and save the new status reason in the popup window. - Enter the number of potential applicants you expect to hear from in response to the campaign.
- Use the Campaign Dates section to enter proposed start and end dates for the campaign. Actual start and end dates can be added later.
- Select the Campaign Costs tab and enter:
- Your allocated budget for the campaign.
- Any miscellaneous costs associated with the campaign. This could be catering costs for an open day.
- The estimated revenue brought in following the campaign.
- Click Save Campaign.
The campaign is listed in the Manage Campaigns screen. - You can now link applicants to the marketing campaign.