To access Enroller Runs, navigate to Admin on the left-hand menu, and select Enroller Runs from the Data Settings menu.
On the left-hand side of the page are filter options to narrow your search by specific criteria: date of enrollment activity, organization, campaign, purpose (campaign evaluation and expire, campaign simulation, criterion stats, customer evaluation, default), and status (canceled, completed, error, in progress, not applicable, scheduled).
The index page displays enrollments in reverse chronological order, with the most recent enrollments being at the top of the page.
Scrolling left to right, the index view includes details:
Link to expand enroller run details
Created: date/time stamp of enrollment activity
Organization
Campaign
Purpose: campaign evaluation and expire, campaign simulation, criterion stats, customer evaluation, default
Status: canceled, completed, error, in progress, not applicable, scheduled
Query Param Customers: count of customers who qualified for the campaign based on the query parameters
Potential Customers: of those who met the query parameter criteria, count of customers who qualified for the campaign based on sufficient contact information
Potential Events: of those who met the query parameter and potential customer criteria, count of customers who qualified for the campaign based on the unique event check
Eligible: of those who met the query parameter, potential customer, and potential event criteria, count of customers who qualified for the campaign based on marketing exclusion and communication preferences
Success: count of customers who were enrolled successfully into the campaign
In Progress At: date/time stamp of when enroller run began
Completed At: date/time stamp of when enroller run finished
Duration: time from enroller run start to enroller run finish
Clicking on the blue view icon on the left hand side of the screen will open the particular enroll run to view additional details.
On the Summary Menu: The left hand section provides two tabs, Summary and Events.
The Summary tab provides details:
Created At: date/time stamp of enrollment activity
Organization
Campaign
Purpose: campaign evaluation and expire, campaign simulation, criterion stats, customer evaluation, default
Status: canceled, completed, error, in progress, not applicable, scheduled
Step:
Duration: time from enroller run start to enroller run finish
In Progress At: date/time stamp of when enroller run began
Completed At: date/time stamp of when enroller run finished
Query Param Customers: count of customers who qualified for the campaign based on the query parameters
Potential Customers: of those who met the query parameter criteria, count of customers who qualified for the campaign based on sufficient contact information
Potential Events: of those who met the query parameter and potential customer criteria, count of customers who qualified for the campaign based on the unique event check
Eligible: of those who met the query parameter, potential customer, and potential event criteria, count of customers who qualified for the campaign based on marketing exclusion and communication preferences
Success: count of customers who were enrolled successfully into the campaign
The Events tab provides a summary of the enrollment events:
Main
Criterions
Enroller Run Customers
Customer Validation
Campaign Customers
The right hand section of the Summary tab shows a flowchart of how the records progressed through the various enrollment checks:
Query Param Customers: count of customers who qualified for the campaign based on the query parameters
Potential Customers: of those who met the query parameter criteria, count of customers who qualified for the campaign based on sufficient contact information
Valid Potentials: of those who met the query parameter, potential customer, and potential event criteria, count of customers who qualified for the campaign based on marketing exclusion and communication preferences
Enrolled: count of customers who were enrolled successfully into the campaign
On the Query Params Menu: A breakdown of each query parameter considered for the enroller run
Organization
Campaign
Process Order: the order of the query parameters on the campaign
Status: canceled, completed, error, in progress, not applicable, scheduled
Duration: time from enroller run start to enroller run finish on this query parameter
Total Customers: count of customers who met the query parameter criteria
Average Potential Duration:
Query Attempts:
Created At: date/time stamp of query parameter run entering queue
In Progress At: date/time stamp of query parameter run start
Completed At: date/time stamp of query parameter run finish
On the Potentials Menu: an index of all potential customers and whether or not they passed the various enrollment checks
First Name
Last Name
Status: (Success, Error or Pending), indicates whether or not the customer was successfully enrolled
Is Valid: (Valid or Invalid)
Already in Queue: (Passed or Failed), pass would indicate that the customer is not already in queue for this campaign
Casl: (Passed or Failed), pass would indicate that the customer meets CASL requirements.
Deleted:
Marketing Exclusion: (Passed or Failed), pass would indicate that the customer meets the marketing exclusion criteria of the campaign
Opt Out All: (Passed or Failed), pass would indicate that the customer is not opted out of all communications
Unique Event: (Passed or Failed), pass would indicate that the customer has not previously been enrolled into this campaign for this particular set of circumstances
Valid Email: (Passed or Failed or NA), pass would indicate that the customer meets communication requirements for the campaign.
Valid Message: (Passed or Failed or NA), pass would indicate that the customer meets communication requirements for the campaign.
Valid Phone: (Passed or Failed or NA), pass would indicate that the customer meets communication requirements for the campaign.
Validated At: Date/time stamp of when the customer was evaluated
On the Campaign Customers Menu: an index of all successfully enrolled customers and their current campaign status
First Name
Last Name
Vehicle: Year, Make, Model
Purpose: (Default, Return Call, Return Email, Return Message), indicates how the customer was enrolled into the campaign
Status: (Assigned, Completed, Error, In Progress, Pending Deployment, Queued), indicates the customer’s current status of enrollment in the campaign
Expiration: (xyz), indicates how the customer was expired from the campaign
Expired At: Date/time stamp of when the customer was expired from the campaign
Last Attempt Time: Date/time stamp of the last/most recent attempt on this record
Last Attempt Disposition: the disposition corresponding with the last/most recent attempt on this record
Appointment: