Marketing

 

Purpose:  The Marketing tab tracks “catalog” information.  This information can be used in a printed and/or on-line catalog.  This tab is divided into three sections described below.

 

Launch Point:  This tab can be launched from:

 

•      Events → File Maintenance →

 

Example:

General

 

Web URL:  If you want to reference a specific page in your association website that has more information on this event list the address here (ie..http://www.cpa.com/bfa).

 

Course description edited:  The date the course description was last edited.

 

Topics

 

Topics:  Similar to the Key Words field described below, but works strictly off of a pre-defined list of entries.  The list in this field is user-defined.

 

Web Link:  This field can be used to track additional links for the event such as the website for the vendor.

 

Yellow Book:  Check this box if this event is a yellow book class.

 

National Acronym (if different from acronym on Names tab):  Acronym assigned by the vendor, if different than what is in the Acronym field on the Name tab.

 

Event Description

 

This section includes memo fields that hold the various copy for an event listing in a “catalog”.  All of these fields allow for WYSIWYG editing of HTML text.

 

Note:  If you want to use plain text instead of HTML on any of these description fields see the Use HTML formatting on listings in the Events HTML - Events area of System Preferences).

 

Marketing Copy:  The marketing copy for this event.

 

Designed:  A description of what the event is designed to accomplish.

 

Objective:  The objectives that are to be met in the event.

 

Major Subjects:  The major subjects covered in the event.

 

Prerequisites:  What prerequisites, if any, are required for admission to this event.

 

Advanced Prep:  Any advanced preparation that is needed for the event.

 

Miscellaneous:  Any additional information about the event.

 

KeyWords:  If you are listing your events on a website this field is used to facilitate a “keyword” search on events.  Entry can be done from a pre-defined list of entries, free form text, or a combination of the two.

 

Confirmation:  In addition to the Message Code and Note fields on the Data tab, text can be entered in this memo field for printing on the confirmation report.

 

Testimonials:  Customer testimonials can be entered in this memo field.