This course is an introduction to the Marketing Module. Learn why and how we can use it with an overview of the Reporting Window and its functions. Produce common reports and queries and learn how to segment your audience and manage privacy functions. Target your Patrons and Stakeholders utilising PatronBase’s integration with your selected email campaign platform.


Video Course: Marketing Module Level 1 Lesson 1: Who?!

Video Course: Marketing Module Level 1 Lesson 2: Preparing your system data for accurate reporting in the Marketing Module

Video Course: Marketing Module Level 1 Lesson 3: common reports and queries, how to set up and use Patron Custom Attributes

Video Course: Marketing Module Level 1 Lesson 4: Manage consent for your organisation's patrons and stakeholders (New Zealand)

Video Course: Marketing Module Level 1 Lesson 5: Segment your audience and stakeholders

Video Course: Marketing Module Level 1 Lesson 6: Understanding report outputs and saving and downloading files from queries

Video Course: Marketing Module Level 1 Lesson 7: Using Marketing in WebHub

Video Course: Marketing Module Level 1 Lesson 8: How to send a marketing email to a segment of your database