Promotions tracking tool

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Why bother?

• Effectively build, schedule, and integrate promotional campaigns with each other.

• Whether or not every one is actually going to have access to the tool, every one needs to understand how it works so that they are providing the correct information.

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What we’re going to cover

• Business Units • Structure Units • Tasks • Campaigns • Filtering

We’ve purposely simplified this example so that we’re all on the same page before you start using the tool in a more complex manner

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Where to find the PTT

Before we get started, understand the hierarchy

Business Units

• We use business units to make it so we can sort through marketing tasks by a given area.

• For the purposes of these examples, we’re using the Example Continuing Students health continuing education courses.

• If we were to do multiple business units, others may be business continuing education courses or test prep for skills trade workers.

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Above is the business unit page. We’ve added one business unit at this point.

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Structure Units • Structure units are the people who are responsible for

given tasks.

• In this example, we have a graphic designer for the print pieces, a web master for the web site, and John Smith, who responsible for the programming and marketing of this small program.

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Tasks

• Tasks are the things that we need to get done to effectively market our courses.

• As the tool is used more, more tasks are added.

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And now it’s time to create a campaign

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For this example, the start date is the start of the spring sessions, not a specific course

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Then this shows up

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Click which tasks you want to include in the campaign

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Type in the weeks out and it automatically gives you a deadline

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Now this campaign shows up in your calendar

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But wait, there’s more!

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We’re going to clone the campaign for nursing courses to use for the dental courses (which only need 1,

because we can market to both dental assistants and dental hygienists at the same time.)

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Now both campaigns are in the calendar

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Filter by Campaign, Structure Unit, or Task

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Here’s what John’s responsible for in February

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LERN’s PTT

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Business Units

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Tasks

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Campaigns (Annual

Conference)

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Reports

• PTT generates two types of reports

– On time reports

– Promotion Reports

Adding users

• Step 1 – login with your organizations username and password.

Click users

Click add user

Then fill out the form

Promotions Plan Draft

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Questions on Promotions Tracking Tool?

Three other LERN Tools to mention for promotions (all in LERN Club!)

• Digital Brochures Tool

• Market Segmenting

• Self Critique

Digital Brochure Tool

• This tool allows you to convert your existing PDF brochures into sleek, online flip-book style publications.

• You can enter the tool here or via the tool directly at brochures.lerntools.com.

• When accessing the tool directly, simply use your LERN Club username and password.

Once you login, click upload, select files, and you’re set

TinyURL.com/LERNPromoTool2013 (Need Flash to see it)

Market Segmenting Tool

• This free software tool analyzes customer registration data to determine your best current and potential customers.

• Maximize ROI with the right promotions and products to the right people!

• After you provide LERN your registration data, we will conduct the analysis and then provide you with the results.

Self Critique

• You don’t need to wait for LERN to do your website critique for you.

• There are three critiques in LERN Club:

– Your Program's Home Page

– Your Course / Event Descriptions Page

– Registration Page

Thank you!

Suzanne Kart

kart@lern.org