[Wizebank Guide] - Using the Students Dashboard

Updated October 26, 2022 14:32

Wizebank Support

Overview

You can find information about your current and prospective customers in the Students Dashboard. This includes their email, address, phone number, and their checkout status (e.g. Lead, Approved, Declined, Purchased).

You can use this dashboard to intelligently follow up with customers that are still contemplating their purchase decision.

Using the Students Dashboard

The students dashboard provides the following information:

Key Terms	Description
Customer Name	The customer's full name
Email	The customer's email
Phone Number	The customer's phone number
Address	The customer's address
Region	The region (province/state) where the customer resides
Country	The country where the customer resides
Status	This reflects where the customer is in the Wizebank checkout funnel. Lead: The customer started the Wizebank checkout process but did not complete the application Approved: The customer was approved for Wizebank but did not complete their purchase Declined: The customer was declined for Wizebank and did not receive any payment plan options Purchased: The customer was approved for Wizebank and completed their purchase

Exporting Student Data

You can export all of this information using the 'EXPORT CSV' button on the top left of the dashboard.

Need More Help?

We're happy to answer any questions you might have. Reach out to us at help@wizebank.co and we'll help you get up and running!

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