Marketing
This section documents how Marketing manages campaigns, sales links, vouchers, rewards, events, attribution, and marketplace visibility.
What This Covers
- Marketing Overview
- Campaign Attribution
- Sales Links
- Vouchers, Rewards, and Discounts
- Marketplace Visibility
- Manual Events and Workshops
- QR and Offline Conversion Flow
- Marketing Checklist
Operating Principles
- Every lead should have a source where possible.
- Sales links should clearly identify the products, pricing rules, and discount rules applied.
- Voucher, reward, and discount usage should be traceable from checkout through invoice.
- Events and workshops should capture attendance, sales intent, and offline payment follow-up.
- Marketplace visibility should be managed separately from product pricing.
Common Marketing Records
| Record | Purpose |
|---|---|
| Sales Link | Controlled checkout link for selected courses, bundles, memberships, or mentorships |
| Source Preset | Reusable attribution setup for campaigns and manual enrollment |
| Voucher or Reward | Discount value that can be applied manually or preselected |
| Manual Event | Physical or online event used for preview, attendance, and upsell |
| Venue | Reusable location record for workshops or physical classes |
| QR Link | Scan flow for event attendance or product checkout |