This article is the second part of our self learn series. The initial setups in Marketing should be performed after completing the initial setups in Settings and Maintenance. Once the initial setups in Marketing is completed, kindly read Self-Learn Admissions.

Marketing is a module available for Sqayy CMS users upon subscription. The marketing module allows user to keep track of prospect status, record prospect information, record follow-up activities, email prospects from the system and more.

User would no longer have to keep prospect information in a spreadsheet. Once a prospect information has been recorded into the system, marketing staff is able to register the prospect immediately as a student. Management can also keep track of follow-up activities performed by marketing staff. The system also helps to keep track of agent commissions. 

Daily Tasks

Daily tasks refers to processes that must be performed by marketing staff on a daily basis. Take note that the tasks in this article do not necessarily match the SOP of a campus.

As a marketing staff, they are responsible to manage prospect and perform marketing activities. The list of tasks are like so:

Initial Setups Checklist

In Sqayy CMS, a single module such as Marketing is dependent on how other modules were configured. This means that the settings in General, Academic, Admissions and etc are related to how well the marketing module can function. As an integrated system, user needs to perform initial setups that are not in Settings > Marketing before marketing module can be rolled out. 

Refer to the table below for the initial setups that must be completed in the correct sequence before user can proceed with using marketing module.

To Do
Settings > Academic
  • Create faculties

Settings > General
System Preference
  • All fields are updated

Organization Information
  • All fields are updated

  • All items are updated

  • All fields are updated

Access Level
  • Add new access level
  • Tick relevant features in the access level
  • Save access level

  • Add new staff
  • Note that password is IC No/Passport

Settings > Admissions
Document Types
  • Add document types

Application Form
  • Hide fields for application form in staff portal (Staff Application)
  • Mandatorize fields for application form in staff portal (Staff Application)
  • Hide fields for online application form (Online Application)
  • Mandatorize fields for online application form (Online Application)

Education Level
  • Add new education level if necessary
  • Update education level if necessary
  • Add subjects to the education level if necessary

Settings > Academic
  • Add courses

  • Add programs

Document Checklist Revision
  • Mandatorize document types
  • Hide document types


  • Add intakes

Settings > Marketing
Marketing Source
  • Add marketing source

Marketing Statuses
  • Add marketing statuse

Potential Scholarship
  • Add potential scholarship

Information Source
  • Add information source

Agent Positions
  • Add agent position

Prospect Form
  • Mandatorize fields
  • Hide fields

  • Add agencies

  • Add agents

  • Add materials (email attachments)

Related Articles