Audience: School admins, marketing coordinators, admissions heads
Duration: ~1 hour
Prerequisites: Getting started · Counselor guide
Learning objectives
- Keep your public Skolzo listing accurate and on-brand
- Run marketing campaigns that feed the admissions pipeline
- Understand directory plans and sponsored visibility
- Connect enquiries to leads automatically
1. Public discovery flow
Parent on skolzo.com → enquiry → CRM lead → counselor follow-up
Your directory listing is the front door; CRM is where staff work leads (Counselor § Leads).
2. Listing & profile
| Route | Purpose |
|---|---|
/school-panel/listing |
Preview public school page |
/school-panel/directory-listing |
SEO fields, enquiry form, CTAs |
/school-panel/photos |
Gallery order and captions |
/school-panel/programs |
Grades and programs shown publicly |
/school-panel/admission |
Admission policy text |
After edits, verify on skolzo.com (may take a short cache window).
3. Marketing hub
Route: /school-panel/marketing
- Plan term campaigns (open day, scholarship window)
- Link UTM parameters to lead sources for Campaign ROI
- Coordinate with
/school-panel/campaignsfor outbound telephony/WhatsApp
4. Directory plans (advertising)
| Route | Purpose |
|---|---|
/school-panel/directory-plans |
Sponsored placement options |
/erp/directory-plans |
Same from ERP login |
Skolzo subscription (core CRM/ERP plan, payment method, seats) is documented in Plans, billing & usage — not parent fee invoices (Finance).
5. Lead source hygiene
In leads inbox, filter by source (directory, campaign, WhatsApp, import). Accurate sources improve Principal analytics.
Route: /school-panel/leads/import for offline events.
6. Franchise groups
Multi-campus groups manage brand centrally — see Franchise HQ before overriding campus listings.
Practice exercise
- Update one program and photo on the directory listing.
- Submit a test enquiry from the public page and find the lead in CRM.
- Tag the lead source and assign a counselor.