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Adding Channels and Sources

Listing options for select how the lead found out about your insitution

Clive avatar
Written by Clive
Updated over a week ago

In order to setup channels and sources you will require systems access right to the settings section on the system

To have a context, channels and source are marketing channels which you use to advertise your learning programmes

Sources links to the Enquiry page, i.e. where those interested in studying at your institutions can make enquiries about study, but Channels does not link to the enquiry page.

Both will display within the Leads section of the system and both added in a similar way in settings.

Due to this we will focus on adding Sources

Step 1.
In Leads Management select the Sources tab

Step 2.
Select Add

Give the source a Name and Description and select Save

It will now appear in the list of sources


Continue to next article:

Adding Sources to Channels and Leads

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