You can use the Leads module to monitor and track waiting list data sent from a Course Merchant (CM) store. A lead is created when a waiting list entry is made in the CM store and all relevant data from the CM store is recorded under the Waiting List section of the lead. The lead (customer) record contains data about the product they entered the waiting list for, the date they were added to the waiting list, the number of emails sent to them via the CM waiting list email functionality, and a record of their waiting list status (waiting or deleted).
To navigate to the Leads module, open the Sales menu and select Leads.
Leads Table
The Leads module contains a paginated table that lists all the waiting list entries created in the CM store. Each record contains information about the lead such as their Name, Email, and the Date when their waiting list record was created.
Figure: View table records in the Leads table.
The following Bulk Actions are available for records in the Course Sale Payment table:
- Email - Opens the Compose Email window. While the Reporting Layer system possesses the capability to send custom emails, D2L does not support this functionality.
- Mass Update - Updates multiple selected records together. D2L advises against using the mass update function on these records due to their integral connections with other records. Updating these records may result in inconsistencies and errors in data representation across various system components.
- Merge - Merges multiple selected records. D2L advises against using the merge function on these records due to their integral connections with other records. Merging these records may result in inconsistencies and errors in data representation across various system components.
- Add to Target List - Not in use.
- Print as PDF - Prints a PDF list of all selected records.
- Export - Generates a CSV export of all selected records.
- Map - Not in use.
- Delete - Deletes all selected records. D2L advises against deleting these records due to their integral connections with other records. Deleting these records may result in inconsistencies and errors in data representation across various system components.
For more information about interacting with records tables, refer to Tips and Tricks.
Lead Record
You can view all the data in a lead record by clicking on the Name of the record in the records table.
Figure: Click the name of a lead record to view the data.
The following Actions are available for lead records:
- Edit - Opens the record in editing mode.
- Duplicate - D2L advises against duplicating these records due to their integral connections with other records. Replicating these records may result in inconsistencies and errors in data representation across various system components.
- Delete - D2L advises against deleting these records due to their integral connections with other records. Deleting these records may result in inconsistencies and errors in data representation across various system components.
- Find Duplicates - Finds any duplicate records of this type.
- Convert Lead - Creates a contact record from the lead. D2L advises against using this process because the new contact record will not be linked correctly to other records.
- Manage Subscriptions - Not in use.
- Print as PDF - Creates a PDF document with the details of the record.
- View Change Log - Opens the change log of the record.
To edit an individual data field, double-click the pencil icon (✏) inside the field, make your changes, then click the checkmark (✔) to save your changes.
To move between records, use the Previous and Next buttons in the top-right corner.
Lead Data Fields
The following data fields are at the top of the record in the Overview tab:
- Name - The user's first and last name.
- Office Phone - Not in use.
- Job Title - Not in use.
- Mobile - Not in use.
- Department - Not in use.
- Fax - Not in use.
- Account Name - Not in use.
- Website - Not in use.
- Primary Address - Not in use.
- Other Address - Not in use.
- Email Address - Email address the user used to sign up for the waiting list.
- Description - Not in use.
- Assigned to - Always the Course Merchant integration user.
- Referrer - Not in use.
The following data fields are in the More Information tab:
- Status - Status of the lead.
- Lead Source - Not in use.
- Status Description - Not in use.
- Lead Source Description - Not in use.
- Opportunity Amount - Not in use.
- Referred By - Not in use.
- Campaign - Not in use.
Figure: View and edit the data in a lead record by clicking Actions > Edit.
The following data fields are in the Waiting List tab:
- Is Waiting List Entry - This is selected [X] if the lead has been added to the waiting list entry.
- Waiting List Product Code - This displays the Product Code (Course Code) in which the customer is waiting to enroll.
- Date Added to Waiting List - This is the date the customer was added to the waiting list.
- Waiting List Record Status - This has either a Waiting status, meaning the course is not yet available and the customer remains on the waiting list; or a Deleted status, indicating the course has become available and the customer can now enroll.
- Waiting List Date Purchased - The date on which the customer purchased the course when it became available.
- Waiting List Order Number - The order number issued for the purchase of the course when it became available.
- Number of Emails Sent By CM - This records how many times a customer has received an email from the CM store about the availability of a course they want to enroll in. If the course is still not available, "0" is entered, indicating that no emails have been sent by the CM store.
- Course Merchant Id - The ID assigned to the customer by the CM store at the time they were added to the waiting list.
- Source System - The Course Merchant store from which the record originated. The Reporting Layer can be connected to multiple stores.
The following data fields are in the Consent sub-panel of the Waiting List tab:
- Lawful Basis - Not in use.
- Lawful Basis Source - Not in use.
- Lawful Basis Date Reviewed - Not in use.
The following data fields are in the Other tab:
- Course Merchant Id - The ID of this record.
- Source System - The Course Merchant store from which the record originated. The Reporting Layer can be connected to multiple stores.
- Date Modified - The date the record was last edited.
- Date Created - The date the record was created.
Related Records
Any related records are listed in sub-panels at the bottom of the record page. The columns show a quick overview of the related records' data.
To interact with the related records, do any of the following:
- Click the - in the top right of any sub-panel to collapse it. Click the + in the top right of any collapsed sub-panel to expand it.
- Drag and drop the sub-panels for related records to re-order them.
- Open the Create drop-down and click Select to link a new related record.
- Click a related record's Name to navigate to the full record.