| Section | ||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Connector Log (Record of All Lead Transfers)
Each InTouch Follow-Up
|
Each InTouch FollowUp site will have an InTouch Connector Log that holds a record of leads being sent to and/or from your Club Management System. From this log you can see if it a record was sent and if it saved successfully or if an error occurred. A warning will occur if the lead a record was sent, but with missing information. Errors will also indicate WHY the lead record was not transferred (e.g. issue with staff, lead sourcecontact details, issue reaching your club management system etc).
How to Access the Connector Log
(Only accessible for clubs that have already set up integration between InTouch and their CMS).
- Log in to
- your InTouch
- FollowUp site
- Go to Admin > Club (You must have Administrator privileges to see this Tab)
- Look in the bottom right corner for Connector
- Click the link next to Logging URL
Connector Legend
Want staff to have access to the Connector Log, but not Admin? Open the Connector URL and create a Desktop Shortcut.
Understanding the Connector Log
- Most recent entries are listed at the top
- For more information on a record, click Details
Type
- INFO
- – General information record of a successful transfer.
- ERROR
- – An error occurred in the transfer process and the lead was not saved in your Club Management System. Click Details for more information.
- WARNING
- – A notice or warning that the lead was saved successfully, but may be missing information. Click Details for more information.
Timestamp
- Times are shown in the club’s time zone.
- Remember, the timestamp listed in a lead’s history reflects the time zone that your COMPUTER is in, which may differ from the time zone the CLUB is in.
Summary
- Lists the leads name and whether the record was sent from InTouch
- to your club management system or other software (e.g. The lead was entered in InTouch
- and sent to VFP) or, if applicable, from another software to InTouch (e.g. The lead was entered in VFP and sent to InTouch).
Detail
Click on Details to expand the record for more information. Details provides information on:
- All fields that were sent
- The
- associated lead/member number in your CMS
- Detail on any errors or missing information
- A Tracking UUID that can be used by InTouch to further research any issues with that particular record