When offering a promotion you should consider:
- What will the promotion cost? And will the resulting sales justify the investment?
- Does such a promotion align with brand image or could it damage the brand?
- Will the promotion attract the right enrolments that will complete the program?
Example Promotions:
- Discounts if signed up before a specific date – This creates urgency
- Rewards for completing the program on time
- Discounts for multiple enrolments
- This could be per individual learner or agent performance
1
Navigate to LRM > Sales
2
Add a Promotion
- On the Left Navigation Bar, Click Promotions
- Click Actions
- Click Add
- Enter the details of your sales promotion
- Click Save
3
Link Promotion to Agent
NOTE: Add all of your Sales Agents before you can link them to incoming enrolments.
Agents added can be linked against:
- Navigate to LRM > Organisations
- Search for the agent and click their name
- On the top right of the page, click on the Action Menu and Click Edit
- Scroll to the bottom of the page, in the Agent’s Promotions Available box, Click on the relevant promotion name
- Click Add
- Click Save
- The newly added promotion will now show in the Selected section of the Agent’s Promotions box
- If you need to Unlink a promotion from an Agent, Click on the relevant promotion name in the Selected section and click Remove.
IMPORTANT NOTE: A Course Enrolment can only be attached to one Agent and Promotion.
- Navigate to LRM > Learners
- Open the relevant Learner details page for the learner you wish to attach
- In the Enrolment section of the client page, Click on the name of the relevant Course Offer
- On the Left Navigation Bar, click Agents
- Click Add Agent
- A Dropdown menu will now appear with all your agents listed: select the relevant Agent
- A second dropdown menu will now appear with all the promotions attached to this particular agent listed: select the relevant Promotion
- Click Add
- Add all relevant information required in the Sale Agent Detail page
- Click Save
If you need to remove an Agent or change an Agent from a Learner’s Course Enrolment, you will need to follow these steps: