Loading...

How To Add and Link a Promotion to an Agent

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
Before you begin:

Required Knowledge: Agents

1

2

Add a Promotion
  1. On the Left Navigation Bar, Click Promotions
  2. Click Actions
  3. Click Add
  4. Enter the details of your sales promotion
  5. Click Save

Note

After the end date has passed, a promotion will no longer be available for selection.  If you need to edit, open the relevant promotion, click Edit, change details and Save.

3

NOTE: Add all of your Sales Agents before you can link them to incoming enrolments.

Agents added can be linked against:

  1. Navigate to LRM > Organisations
  2. Search for the agent and click their name
  3. On the top right of the page, click on the Action Menu and Click Edit
  4. Scroll to the bottom of the page, in the Agent’s Promotions Available box, Click on the relevant promotion name
  5. Click Add
  6. 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.

  1. Navigate to LRM > Learners
  2. Open the relevant Learner details page for the learner you wish to attach
  3. In the Enrolment section of the client page, Click on the name of the relevant Course Offer
  4. On the Left Navigation Bar, click Agents
  5. Click Add Agent
  6. A Dropdown menu will now appear with all your agents listed: select the relevant Agent
  7. A second dropdown menu will now appear with all the promotions attached to this particular agent listed: select the relevant Promotion
  8. Click Add
  9. Add all relevant information required in the Sale Agent Detail page
  10. 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:

Note

If you need to Unlink a promotion from an Agent, Click on the relevant promotion name in the Selected section and click Remove.

Was this Resource helpful?