Marketing Level 1

Video Course: Marketing Module
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 ...
Mon, 9 Feb, 2026 at 4:54 PM
Video Course: Marketing Module Level 1 Lesson 1: Who?!
This lesson gives a brief overview of the PatronBase Marketing Module and why we use it. Links: New Zealand Privacy Legislation (New Zealand Cu...
Mon, 21 Apr, 2025 at 2:59 PM
Video Course: Marketing Module Level 1 Lesson 2: Preparing your system data for accurate reporting in the Marketing Module
This lesson discusses effective data management within PatronBase, including data security and privacy. You will learn how to set up Patrons and Company Pat...
Mon, 21 Apr, 2025 at 2:59 PM
Video Course: Marketing Module Level 1 Lesson 3: common reports and queries, how to set up and use Patron Custom Attributes
This lesson explores common reports and queries and how to set up and use Patron Custom Attributes and Group Attributes.  Links:  Member Catego...
Mon, 21 Apr, 2025 at 3:00 PM
Video Course: Marketing Module Level 1 Lesson 4: Manage consent for your organisation's patrons and stakeholders (New Zealand)
This lesson will cover management of consent for your organisation's Patrons and Stakeholders. Links: New Zealand Privacy Legislation (New Zea...
Mon, 21 Apr, 2025 at 3:00 PM
Video Course: Marketing Module Level 1 Lesson 5: Segment your audience and stakeholders
This lesson explores segmentation using the PatronBase Marketing Module.  Key points:  As a verb, to ‘segment’ is to take the action of filtering...
Mon, 21 Apr, 2025 at 3:01 PM
Video Course: Marketing Module Level 1 Lesson 6: Understanding report outputs and saving and downloading files from queries
This lesson explores report outputs and explains how to save and download files from queries.  Key Points: Report output options are located o...
Mon, 21 Apr, 2025 at 3:01 PM
Video Course: Marketing Module Level 1 Lesson 7: Using Marketing in WebHub
This lesson explores the marketing module's connection with WebHub.  WebHub plays an important role in preparing your system data for accurate...
Mon, 21 Apr, 2025 at 3:02 PM
Video Course: Marketing Module Level 1 Lesson 8: How to send a marketing email to a segment of your database
This lesson explains how to send a marketing email to a segment of your organisation's database.  Key points:  Select Record in Patron contac...
Mon, 21 Apr, 2025 at 3:02 PM