Use campaigns and marketing tools
Use this when... you want to plan, send, track, or improve marketing activity for enquiries, trials, reactivation, referrals, seasonal offers, exam preparation, or tuition website growth.
Before you start... define the audience, goal, message, consent basis, and follow-up owner. Marketing activity can create real admin work, so make sure someone is ready to respond to enquiries and trial requests before a campaign goes live.
Use Leads to track the enquiries and trials created by campaigns.
What campaigns should achieve
A campaign should have a clear purpose: generate new leads, fill tutor availability, promote trial lessons, win referrals, re-engage inactive families, support exam season, or announce a new service. If the purpose is vague, reporting will be vague too.
Campaigns work best when the audience, offer, and follow-up route are connected. For example, an exam preparation campaign should send families to a form or booking flow that captures subject, year group, availability, and urgency.
Step 1: Choose the audience
Select the group you want to reach. This might be leads, active families, inactive families, parents of a subject group, a branch, a year group, or people who submitted an enquiry but did not book.
Step 2: Prepare the message and destination
Write a short message with one clear action. Decide where the recipient should go: enquiry form, booking form, trial request, website page, review page, or direct message. Make sure the destination is ready before sending.
Use News and updates for broader announcements when campaign messages should reach existing audiences.
Step 3: Check consent and suppression
Only send marketing to people you are allowed to contact. Respect opt-outs, unsubscribe rules, and internal suppression lists. If you are unsure, ask the owner responsible for data protection or marketing consent.
Step 4: Track response and follow-up
After the campaign runs, monitor new leads, replies, trial bookings, website form submissions, and conversions. Assign owners for follow-up so opportunities do not sit unworked.
Common mistakes
Sending before the form is ready. Campaigns should connect to a working capture route.
Contacting the wrong audience. Check consent and relevance.
Using too many calls to action. One clear next step usually performs better.
Ignoring follow-up capacity. A campaign can fail if nobody responds quickly.
Troubleshooting
Leads are not attributed to the campaign: check source fields, links, form settings, and campaign naming.
Response is low: review audience fit, subject line, offer, timing, and destination page.
Many enquiries are low quality: improve form questions, targeting, or campaign wording.
Campaign review
Review the campaign after enough time has passed. Look at sends, opens or clicks where available, enquiries, trial bookings, conversion, revenue, and admin workload. Record what you would repeat or change.
Campaign naming
Name campaigns consistently so results are easy to compare later. Include audience, offer, channel, and month where useful. A clear name such as GCSE maths trial push September is easier to report on than a vague name like autumn campaign.
Follow-up scripts
Prepare follow-up wording before launching. Admins should know how to respond when a parent asks about price, tutor availability, trial format, location, or next steps. This keeps response quality high when campaign replies arrive quickly.
Quality over volume
More leads are not always better. Track whether campaign leads book trials, attend, convert, and pay reliably. If a campaign creates many poor-fit enquiries, adjust targeting or form questions rather than celebrating volume alone.
Compliance review
Review consent, unsubscribe wording, and audience rules before sending. If the audience includes former families, inactive leads, or students over a certain age, check whether your organisation has specific rules for contacting them.
Campaign calendar
Plan campaigns around school terms, exam dates, holiday revision windows, tutor capacity, and branch priorities. A simple calendar prevents rushed messages and helps operations prepare for extra enquiries.
Operational readiness
Before launch, confirm owners and capacity. check tutor availability, trial slots, response ownership, form routing, and message templates. A campaign can create a poor first impression if parents respond quickly but the team cannot offer a suitable tutor, answer price questions, or book a trial. Treat readiness as part of the campaign, not something to fix after enquiries arrive.
Next actions
After sending a campaign, monitor leads daily, follow up quickly, and compare outcomes with previous campaigns so your marketing becomes more predictable over time.


