Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 2 Next »

Connector Log (Record of All Lead Transfers)


Each InTouch Follow-Up site will have an InTouch Connector Log that holds a record of leads being sent to your Club Management System. From this log you can see if it was sent and saved successfully or if an error occurred. A warning will occur if the lead was sent, but with missing information. Errors will also indicate WHY the lead was not transferred (e.g. issue with staff, lead source, issue reaching your club management system etc).

 How to Access the Connector Log

  1. Log in to the InTouch Follow-Up site
  2. Go to Admin>Club*
  3. Look in the bottom right corner for Connector
  4. Click the link next to Logging URL

*You must have Administrator privileges to see this Tab. If you wish for staff to have access to the Connector Log, simply copy the URL, paste it in a new browser, and Bookmark the URL or create a Desktop Shortcut.

Understanding the Connector Log

  • Most recent entries are listed at the top
  • For more information on a record, click Details

 

Connector Legend

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 Follow-Up to your club management system or other software (e.g. The lead was entered in InTouch Follow-Up 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

This provides information on:

  • All fields that were sent
  • The new 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

 

  • No labels