Lead Tracking

This feature is only available to School Admin users.

To access this feature select the 'Lead Tracking' tab on the 'Signs Ups' page. For help accessing this page see Pupil Self Sign Up.

Summary

If you need to track the source of pupils sign-ups from multiple locations you can create custom lead tracking links.

Typical places where you might place your sign up link include:

  • Facebook, Twitter and other social media accounts.
  • Your school's own website.
  • Email marketing campaigns, using tools such as MailChimp, SendGrid etc.

For each of these places or for each marketing campaign you can create a custom lead tracking sign up link. Pupils sign ups performed using these links will be associated with the tracking link and contribute to the data available for analytics.

Desktop

By default the list shows only active lead tracking links, but you can use the Active/Inactive filter to show all links or only those with a particular status.

Lead Tracking List - Desktop

Lead Tracking List - Desktop
  1. Search - search for tracking links by name. The list will change as you type.
  2. Active/Inactive Filter - filter the tracking links shown in the list based on whether they are active or not. Inactive links will still be usable by prospective pupils but will not track sign ups for analytics purposes.
  3. New Action - click to add a new link. See Creating a New Link for more information.
  4. Delete Bulk Action - deletes the selected links. You will be prompted to confirm. Used in conjunction with the selection methods detailed in points 5 & 6 below. See Deleting Existing Links for more details.
  5. Select All Link Items On The Current Page - used conjunction with the Set Active/Inactive bulk actions. See point 4 above for details.
  6. Select This Link Item - used conjunction with the Set Active/Inactive bulk actions. See point 4 above for details.
  7. Custom Link - the unique URL for the custom tracking link. Click the link to open in a new tab or copy to your clipboard using the 'Copy' action.
  8. Link Item - With active date range  - click to view & edit the link. Shows the 'Edit Lead Tracking Link' popup. See Changing an Existing Link for more information.
  9. Link Item - click to view & edit the link. Shows the 'Edit Lead Tracking Link' popup. See Changing an Existing Link for more information.
  10. Actions Link - Click to show a menu with various options for a particular link. See Link Item Actions for details.
Link Item Actions
  • Edit - view & edit the link. Shows the 'Edit Lead Tracking Link' popup. See Changing an Existing Link for more information.
  • Delete - deletes the selected link. You will be prompted to confirm. See Deleting Existing Links for more details.

Mobile

By default the list shows only active lead tracking links, but you can use the Active/Inactive filter to show all links or only those with a particular status.

Lead Tracking List - Mobile

Lead Tracking List - Mobile

  1. Search - search for links by name. Enter your search terms and tap the spyglass button to filter the list.
  2. Custom Link - the unique URL for the custom tracking link. Tap the link to open in a new tab or copy to your clipboard using the 'Copy' action.
  3. Link Item - tap to show a menu with various options for a particular link. See Link Item Actions for details. Tapping and holding will select/deselect the row for use with bulk actions such as 'Change' (see point 5).
  4. New Action - click to add a new link. See Creating a New Link for more information.
  5. Delete Bulk Action - deletes the selected links. You will be prompted to confirm. Used in conjunction with the selection methods detailed in point 3 above. See Deleting Existing Links for more details.
  6. Filter & Sorting Menu - click for filter and sorting options. See Filters & Sorting for more information.
Link Item Actions
  • Edit - view & edit the link. Shows the 'Edit Lead Tracking Link' popup. See Changing an Existing Link for more information.
  • Delete - deletes the selected link. You will be prompted to confirm. See Deleting Existing Links for more details.
Filters & Sorting
  • Active/Inactive Filter - filter the tracking links shown in the list based on whether they are active or not. Inactive links will still be usable by prospective pupils but will not track sign ups for analytics purposes.
  • Sorting - Select which field you wish to sort by. Select a direction, ascending or descending.

Creating a New Link

The layout of the popup is different for the Desktop & Mobile interfaces, but the functionality remains the same.

admin pupilsignupleadtracking add popup annotated

Create Lead New Tracking Link Popup - Desktop

  1. Name - allows you to add a meaningful name to the link. This helps you find links at a later date using the list search facility.
  2. Active Toggle - Inactive links will still be usable by prospective pupils but will not track sign ups for analytics purposes. 
  3. Start Date - the date and time from which this tracking link is active. Inactive links will still be usable by prospective pupils but will not track sign ups for analytics purposes. 
  4. End Date - the date and time until which this tracking link is active.

Click/tap 'Save' to create the link.

Changing an Existing Link

The layout of the popup is different for the Desktop & Mobile interfaces, but the functionality remains the same.

Edit Lead New Tracking Link Popup - Desktop

Edit Lead New Tracking Link Popup - Desktop

  1. Name - allows you to add a meaningful name to the link. This helps you find links at a later date using the list search facility.
  2. Active Toggle - Inactive links will still be usable by prospective pupils but will not track sign ups for analytics purposes. 
  3. Start Date - the date and time from which this tracking link is active. Inactive links will still be usable by prospective pupils but will not track sign ups for analytics purposes. 
  4. End Date - the date and time until which this tracking link is active.
  5. Opened Sign Ups - the number sign ups that have been created suing this tracking link.
  6. Custom Link - the unique URL for the custom tracking link. Tap the link to open in a new tab or copy to your clipboard using the 'Copy' action.

Pressing 'Save' will save any changes you have made to the link. These changes will take effect immediately.

Deleting Existing Links

When deleting a link you will be prompted to confirm that you wish to do so:

Delete Lead Tracking Link - Prompt - Desktop

Delete Lead Tracking Link - Prompt - Desktop

Resulting Sign Ups

When viewing a pupil sign up that has been created using a tracking link the name of the tracking link will be shown:

Pupil Sign Up - Lead Source - Desktop

Pupil Sign Up - Lead Source - Desktop

Clicking on the name will open the tracking link.

For more information on viewing pupil sign ups see Processing & Managing Pupil Sign Ups.

See Analytics for details of how you can extract data from sign up lead tracking.

Analytics

To run reports, you can select the ‘Reports’ tab:

The reports available include:

  • Pupil Sign Up Leads - View a summary of pupil sign-up leads in a given period.

For full details of how to run reports and export data see Running & Exporting Data From Reports.