How to Manage Student Information
After enrolling in a course, students are added to the "Edu" section of the selected course in the "Overview" tab. In addition, contacts are created in the "CRM" section, so you can work with students via the pipeline and communicate using different communication channels.
In this article, we'll look at how to view student information in these two sections.
How to View Student Information in the “Edu” Section
Go to the "EDU" section in the "Courses" tab. Select the desired course, and go to the "Overview" tab.
The list of enrolled students and their personal data (name, status, assigned tags, and scores) will be displayed in the "Students" section.
Course Progress Status
The “Progress” column displays the following course completion statuses:
Not start — the student registered for the course but did not open the lessons.
Started — the student opened the first lesson.
In progress — a student is in the process of taking a course.
Completed — the student has successfully met the course completion criteria (completed all lessons and/or passed a test).
Received a certificate — the student has successfully met the course completion criteria and received a certificate.
In the "Payment" column, you can view your students’ course payment status:
- Paid (the student successfully paid for the course using a selected payment system);
- Unpaid (the student did not pay for the course).
You can also view students’ payment details in their CRM cards. Open the required card, and go to the "Payments" tab.
You can also see how many students have completed your curse. Go to the "Lessons" tab, and, next to each lesson, you will see the number of students who have completed them.
In the "Score" column, you can monitor students’ progress and the scores they earned during the entire course of study.
You can filter the list of students by the following criteria: status, name, email, tags, and score.
With tags, you can filter your contacts by a certain attribute to be able to find the necessary contacts faster and work with each group individually.
To assign a tag to a student, check the checkbox next to the student’s name, and select “Assign tag” from the top of the actions panel.
Select the tag that you previously created in the "CRM" section.
The CRM and EDU services have a common tag database. You can find students by tag in the "Contacts" tab in CRM and in the "Overview" tab in EDU.
To assign a tag to the list of students displayed on the page, check all the checkboxes. Let’s say you want to highlight successful students who have completed their studies. Enter the filter values for the "Score" and "Status" criteria. Then tag everyone, and add a tag.
How to View Student Information in the “CRM” Section
Please note that only users who have access to your CRM can view and edit your contacts and manage your deals in CRM.
Go to the "CRM" section in the "Contacts" tab. Filter your contacts by the “Courses” source.
Click on a contact to open their card, and go to the "Edu" tab.
The “Edu” tab displays all the courses for which the contact has registered, their course completion status, total score, and test results for each section of the course.
To view the list of completed lessons and their completion dates, click "More."
To contact a student via CRM, click on the "Send Email".
If you create a deal with a contact, you can send emails to them automatically using the "Change of deal status" trigger. This will allow you to notify the student about the start of the course or certificate issuance and invite them to similar courses. In the future, there will be more triggers associated with events in the online course platform.
Read more: How to Manage Contacts in CRM.
How to Block a Student
You can block students to exclude them from your pricing plan. They will not be able to take your existing courses and register for new ones.
To do this, open a course in the "EDU" section, and go to the "Overview" tab. Find the necessary student, go to their card, and click the block button. Then, confirm the action in the next window.
You can block and unblock students in the "CRM" section. Read more: How to Manage Contacts.
You can also block multiple students. To do this, select them, click Block, and confirm the action.
You can unblock students in the CRM section.
Last Updated: 10.01.2023