Lead Gen Tracking

[natebenson]

Capturing lead information with export functionality via email or report. -Name -Phone Number -Email Address

Preferred: Current Education Level Career Field

[tylerbenson]

Somewhere I think we should also capture last login date.

[UnspeakableHorror]

@tylerbenson @natebenson export how? You want to generate a report of that? What's "lead information"?

[tylerbenson]

@natebenson I think we should get a dashboard setup for this. What would be the appropriate criteria for considering someone a lead?

[natebenson]

I think anyone who is not a current student and selects "get feedback" from an advisor of the school.

[tylerbenson]

@UnspeakableHorror do we have enough data in the DB to capture this?

[UnspeakableHorror]

Yes, I still don't understand what you want to do though. This is assigned to @natebenson, did you meant to assign this to me @tylerbenson?

[tylerbenson]

I guess what I'm asking is does the data model express this case already, or do we need to add someone new to the db to persist it?

[UnspeakableHorror]

These fields "Current Education Level" and "Career Field" are not present since the sections are pretty much free form in that area, you can enter whatever you want in degree and field of study. We would have to change the sections to show a drop down list to select something we can know will be present. This is if you want fixed values to display later.

Alternatively we could group by similar entered text and use that.

What I understand from this is that you want a page that selects users using the following criteria

• Anyone who is not a current student and selects "get feedback" from an advisor of the school.

And then displays the fields:

• Name
• Phone Number
• Email Address
• Current Education Level
• Career Field

Is this correct?

[tylerbenson]

Your summary of the design seems to be accurate to me, but I would probably expand that to include not faculty/staff. @natebenson please confirm. The last two items might be something we could gather from the rezscore api. Otherwise it might be better to do that as a second iteration, or just display the free form value the user entered until we have enough samples to try and interpret.

[UnspeakableHorror]

Ok.