Download - Promotions tracking tool
![Page 1: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/1.jpg)
#lern13 @suzannekart
![Page 2: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/2.jpg)
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.
#lern13 @suzannekart
![Page 3: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/3.jpg)
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
#lern13 @suzannekart
![Page 4: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/4.jpg)
Where to find the PTT
![Page 5: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/5.jpg)
Before we get started, understand the hierarchy
![Page 6: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/6.jpg)
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.
#lern13 @suzannekart
![Page 7: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/7.jpg)
Above is the business unit page. We’ve added one business unit at this point.
#lern13 @suzannekart
![Page 8: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/8.jpg)
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.
#lern13 @suzannekart
![Page 9: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/9.jpg)
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.
#lern13 @suzannekart
![Page 10: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/10.jpg)
And now it’s time to create a campaign
#lern13 @suzannekart
![Page 11: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/11.jpg)
For this example, the start date is the start of the spring sessions, not a specific course
#lern13 @suzannekart
![Page 12: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/12.jpg)
Then this shows up
#lern13 @suzannekart
![Page 13: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/13.jpg)
Click which tasks you want to include in the campaign
#lern13 @suzannekart
![Page 14: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/14.jpg)
Type in the weeks out and it automatically gives you a deadline
#lern13 @suzannekart
![Page 15: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/15.jpg)
Now this campaign shows up in your calendar
#lern13 @suzannekart
![Page 16: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/16.jpg)
But wait, there’s more!
#lern13 @suzannekart
![Page 17: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/17.jpg)
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.)
#lern13 @suzannekart
![Page 18: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/18.jpg)
Now both campaigns are in the calendar
#lern13 @suzannekart
![Page 19: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/19.jpg)
Filter by Campaign, Structure Unit, or Task
#lern13 @suzannekart
![Page 20: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/20.jpg)
Here’s what John’s responsible for in February
#lern13 @suzannekart
![Page 21: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/21.jpg)
LERN’s PTT
#lern13 @suzannekart
![Page 22: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/22.jpg)
Business Units
#lern13 @suzannekart
![Page 23: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/23.jpg)
Tasks
#lern13 @suzannekart
![Page 24: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/24.jpg)
Campaigns (Annual
Conference)
#lern13 @suzannekart
![Page 25: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/25.jpg)
Reports
• PTT generates two types of reports
– On time reports
– Promotion Reports
![Page 26: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/26.jpg)
![Page 27: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/27.jpg)
![Page 28: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/28.jpg)
Adding users
• Step 1 – login with your organizations username and password.
![Page 29: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/29.jpg)
Click users
![Page 30: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/30.jpg)
Click add user
![Page 31: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/31.jpg)
Then fill out the form
![Page 32: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/32.jpg)
Promotions Plan Draft
#lern13 @suzannekart
![Page 33: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/33.jpg)
#lern13 @suzannekart
![Page 34: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/34.jpg)
#lern13 @suzannekart
![Page 35: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/35.jpg)
Questions on Promotions Tracking Tool?
![Page 36: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/36.jpg)
Three other LERN Tools to mention for promotions (all in LERN Club!)
• Digital Brochures Tool
• Market Segmenting
• Self Critique
![Page 37: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/37.jpg)
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.
![Page 38: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/38.jpg)
Once you login, click upload, select files, and you’re set
TinyURL.com/LERNPromoTool2013 (Need Flash to see it)
![Page 39: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/39.jpg)
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.
![Page 40: Promotions tracking tool](https://reader034.vdocuments.site/reader034/viewer/2022052504/54c4e2a24a7959ca6c8b4613/html5/thumbnails/40.jpg)
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