The Registration Management dashboard is an easy way to manage registrations made via Preference Manager and gives a complete overview of the activities for this module within a certain timeframe. The default timeframe is 12 months, but this can be easily updated to reflect the timeframe you would like to see.
The Registration Management Dashboard consists of:
Graph illustrating new sign ups in the past 12 months
This graph shows the number of contacts that have signed up in the last 12 months, divided into monthly instalments. This is based on the date that is shown in the field Preference Manager Sign Up Date on the contact record, which is populated when a contact signs up using Preference Manager.
Graph illustrating contact updates in the last 12 months
This graph shows the amount of contacts that have updated their preferences in the past 12 months. These updates can be anything from changing their contact information on the PM form to updating their communication preferences. This graph uses the field Preference Manager Last Update Date, which can be found on the contact record.
Grid with details of the contacts signed up in the last 30 days
This grid allows the user to view the contacts that have been created in CRM through Preference Manager in the last 30 days. This can be used to create reports on the number of sign-ups to different lists, to create new marketing lists etc.
Grid with details of the accounts created by PM that haven't been edited after their creation
This grid allows the user to view the Accounts that were created through Preference Manager but haven’t yet been reviewed by the data steward. The accounts that are shown in the grid have the field Account Require Validation set to Yes. Once the account has been reviewed, the field for this account will automatically be updated to No through the workflow named Concep Workflow - Unflag Account Review Requirement. This workflow, as all other workflows provided by Concep, is activated by default when importing the Preference Manager solution.