Are you competent for your indicated (shaded) role tasks?

Competencies achieved:

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List 5 features of Marketing Manager.

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List 3 benefits of Marketing Manager.

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Add a Marketing icon/button to your own Workspace Bar so that you can access the Marketing Manager desktop with a single click from anywhere in EXACT.

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Edit practice security groups to set up Marketing Manager access rights for different practitioners, where practitioners can create campaigns, edit campaigns and delete campaigns as suits their roles.

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(Marketing Automation users) Create an automated continuous campaign, Start it and monitor its progression.

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(Marketing Automation users) Correctly identify all controls by means of which you would manage automated campaigns.

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(Marketing Automation users) It is possible to start, pause and stop automated campaigns, but only when they are in the appropriate status. Identify theses statuses or locate the information that describes these statuses and actions.

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(Marketing Automation users) State at what points in its life cycle an automated campaign can be edited.

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(Marketing Automation users) Using the Campaign Design feature, customise an Email template for use in an automated campaign, using images, text blocks and hyperlinks, and specifying the campaign day on which it will be automatically sent.

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State who can delete completed campaigns.

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Demonstrate how to view and edit each patient's Contact Permissions.

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Create a Contact List that includes all patients who have opted in to practice promotional materials.

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Display the Marketing Manager Desktop.

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Explain why you would want to set the Reporting End Date significantly after the marketing offer period has expired.

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Explain the difference between Direct campaign patients and Indirect campaign patients.

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Explain the difference between Primary Services and Secondary Services.

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Explain and differentiate between the following terms for campaign-listed patients: Direct Primary, Indirect Primary, Direct Secondary.

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Demonstrate how the services that have been added to a campaign are conveniently available to Receptionists as Quick Services in the Edit Appointment window.

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Demonstrate how to manually remove Quick Services in the Edit Appointment window so that the Quick Services List doesn't become unwieldy, given that EXACT doesn't automatically remove them.

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In the Marketing Manager desktop, show how to differentiate between completed and active campaigns at a glance.

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In the Marketing Manager desktop, identify the number of targeted patients per Campaign.

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In the Marketing Manager desktop, explain why some campaigns may be shown without a Targeted Patients figure.

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In the Marketing Manager desktop, show and hide completed campaigns.

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Create a campaign using the available communications media in your dental practice.

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Identify which elements of a campaign remain editable while the campaign is active.

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Delete an existing campaign.

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Add further Campaign Media Types (with costs) to a current campaign and show how this affects the Total Cost and the ROI percentage for the campaign.

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Remove Campaign Media Types (with their costs) from an active campaign and show how this affects the Total Cost and the ROI percentage for the campaign.

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Edit the Design and Set-up costs for an active campaign.

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A patient has asked that the practice stop sending her promotional materials. Configure her file details to opt her out of receiving promotional communications.

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Demonstrate two ways to launch the Marketing Manager Dashboard from the Marketing Manager desktop.

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Explain the layout of the Dashboard and the various ways in which you can use it to find campaign information.

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Use examples of the Return On Investment percentage to explain what is a good ROI versus a bad ROI, and identify the factors in a campaign that may affect the ROI over the duration of a campaign.

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Display a list of invoiced treatments for the Campaign. Use it to locate a particular patient to view their invoice number, treatments and invoiced amounts.

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Print a Campaign Invoices Report and indicate on it the following information:

• Direct marketing invoiced treatment total
• Indirect marketing invoiced treatment total
• Secondary marketing invoiced treatment total
• Total invoiced amount for invoices with no media type
• Total Adjustments
• How many patients were invoiced
• How many invoices
• Campaign total invoiced amount
• Campaign total cost

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Display a list of all Campaign Appointments and indicate on it the following information per patient:

• Date the appointment was booked
• Date the appointment was booked for
• Whether the appointment is now only booked or if it is already completed
• Total campaign appointments booked
• The media type that triggered the patient response/booking
• Whether the appointment resulted from Direct or Indirect marketing

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Print a Campaign Appointments Report and indicate on it the following information:

• Appointments booked per campaign media type
• Compare Appointment booking totals for Direct Marketing and Indirect Marketing
• Total campaign appointments booked

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Display and explain the Campaign Conversion graph. Show the number of Direct and Indirect converted patients by Calls, Appointments and Completed Appointments.

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Display and explain the Invoices graph. Explain the pre-start baseline period and show how the campaign develops through Direct, Indirect and Secondary amounts invoiced.

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Display and explain the Booking Trends graph. Show the historical trend in the number of appointments booked from Direct and Indirect marketing, and draw feasible conclusions for the dips and spikes in the graph.

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Display and explain the Appointments graph. Show the differences between Direct and Indirect marketing.

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