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Your customer orders his/her card through Online Ordering Form.
Once ordered, you can see the order in “Card orders“ list.
In Card orders, you can filter the items using several filtering fields in table heading.
Go to detail of the order in the “Actions“ column.
In Order Detail, check whether everything (Photo, Legal guardian’s ID, Confirmation of study) is OK.
If something is missing or if the photo or Confirmation of student status is not OK, press the “Mark as incomplete” button and add a note with short description. Once marked as incomplete, the order is marked red. You have to contact your customer by email or by phone and to tell him/her what is wrong with the order and how to complete it.
When your customer sends you proper documents and the order is already OK, press the “Mark as complete” button.
If the order was paid by card online, it is already in „Paid“ status; if it was paid through bank transfer, you have to check the payment and if it is OK, click the “Mark as paid” button. In most countries, ID of the order is the variable symbol of the payment.
If you want to edit the order, you can do it through pressing the “Edit order” button. In the edit mode, you can also see details of Legal representative (in case the customer was underage and details of Legal representative are needed). If you do any changes, don’t forget to save them.
Have a last look at your card orders and when everything is OK, just push the “Validate” button.
When all orders are checked, press the “Export to NCDB“ button.
At this moment, all cards in „Approved“ status are exported into NCDB and new NCDB order is created. In NCDB, all cards that were exported together will be grouped into one order.
In NCDB, the order is further processed and cards are issued.
📏 STATUS OF THE ORDER
Let’s have closer look at “Status”. Status tells you, in which state the order is at the moment. The most important statuses are:
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when the card order is marked as incomplete, it turns red and a yellow exclamation mark icon is added to the end of the line; after hovering over it, a note with the name of the template that was sent to the customer is displayed
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🏗️ Tracking codes
We don't collect analytic data for all markets using the online ordering module. If you'd like to track user journeys or get any other analytic data about your customers, you have to set it up on your side through the Online ordering administration interface - Settings section.
We suggest setting up a GTM container and managing all tracking scripts through GTM. If you want to track user journey events through individual steps of the ordering form, you should put additional scripts in the respective section of the Online Ordering settings.
We suggest using Google Tag Manager (GTM) to publish all tracking scripts you would like to use in the online ordering module. The GTM container can be set up in Online Ordering administration - Settings. Simply check the "Allow Google Tag Manager" checkbox and enter the GTM container ID into the text field that appears.
If you need to track individual events, such as how customers go through the card ordering process, you may put additional tracking scripts into the "Tracking Codes" section. Some of these events support variables, which may also be useful for your analytics.
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The Online Ordering module supports the following events:
Tracking code during order - triggered on the 1st - 4th step of the ordering form. I don’t recommend using it.
Tracking code during card type selection - triggered on the 1st step of the ordering form.
Tracking code on page with personal data - triggered on the 2nd step of the ordering form.
Tracking code on order summary - triggered on the 3rd/4th step of the ordering form (depends on the number of steps; 3rd step with a selection of additional products may not be active if there are no products offered).
Tracking code after sending order - triggered when the “Submit order” button is pressed. This event supports variables.
Tracking code after successful payment - triggered on the thank you page where the customer is returned after successful payment. This event supports variables.
If you would need to verify the aliveplatform.com domain for tracking purposes, please let us know in Servis desk.