📣 Marketing Notes
A session-summary enhancement that lets centers occasionally layer in referral asks, review requests, promotions, or event notes without launching a separate campaign.
💡Why It Matters
Use the channel families already read
Session summaries already have parent attention. Adding an occasional relevant note makes that channel more valuable without creating a new workflow.
Promotions work better when they feel contextual
Referral asks, review requests, and event mentions land more naturally when they arrive alongside a real student update.
Control matters
Probability settings, enabled note types, center overrides, and priority messages make the system flexible without flooding families with marketing copy.
📋What You Get
- • Four note types: referral, review, promotion, and event
- • Center-level and franchisee-level note support
- • Probability-based inclusion plus priority-note overrides
- • Student-name personalization with the {STUDENT_NAME} placeholder
- • Usage tracking through message enhancement logging on session records
🕐How It Works
Eligibility Rules
Marketing notes are appended only when the feature is enabled and the probability or priority logic selects a note.
Hard Rule for Mastery Messages
Marketing notes are never added when a session summary includes mastery celebrations, keeping milestone texts focused and professional.
Portal Management
Notes can be created, edited, activated, and scoped by level from the portal marketing notes screen.
Get marketing note enhancements
A strong fit for franchisees who want to layer lightweight promotional messaging into parent communication.