Enrollment
10 cards on this board
4 × KPI1 × funnel1 × trend2 × table1 × retention1 × distribution
Metrics on this board
Leads · Trial show rate · Enrollment revenue · Renewal rate · Enrollments · Trials attended
Education analytics Who books a trial, shows up, and comes back next term?
The education template connects marketing to the classroom: course views and lead forms on the site, trial classes and enrollments from your CRM, lessons and renewals from the schedule. Campus and class are groups; phone numbers are stored as hashes.
- Trial show rate by campus
- Phone numbers hashed, never raw
- Renewal funnel over 180 days
Leads
1,248
▲ 8.6%
Trial show rate
52%
▲ 3.1 pts
Enrollment revenue
$86,400
▲ 11.2%
Renewal rate
46%
▲ 1.9 pts
Leads and enrollments
LeadsEnrollmentsJanMarMayJulSepNov
The problem
Three breaks between the ad and the classroom
Marketing stops at the form, sales stops at the payment, teaching never sees either.
Leads without a next step
The form fires, the CRM gets a row, and nobody knows which leads booked a trial. trial_booked closes the gap.
Watch: Trial show rate
Trials booked, not attended
Show rate differs by campus and by consultant. Without trial_attended the funnel pretends every booking happened.
Watch: Trial conversion
Renewals found at term end
Attendance predicts renewal. lesson_attended per student makes the warning visible mid-term.
Watch: Weekly active learners
Template metrics
Sixteen metrics from lead to renewal
Acquisition, trial, enrollment, attendance, renewal and refund. Names match the console after install.
| Metric | Definition | Format | Dashboards |
|---|---|---|---|
| Leads | UNIQUES(lead_submit) | Number | Enrollment |
| Trials booked | UNIQUES(trial_booked) | Number | — |
| Trials attended | UNIQUES(trial_attended) | Number | Enrollment |
| Trial show rate | UNIQUES(trial_attended) / UNIQUES(trial_booked) * 100 | Percent | Enrollment |
| Enrollments | TOTALS(enroll) | Number | Enrollment |
| Enrollment revenue | PROPSUM(enroll.amount) | Currency | Enrollment |
| Trial conversion | UNIQUES(enroll) / UNIQUES(trial_attended) * 100 | Percent | — |
| Revenue per learner | PROPSUM(enroll.amount) / UNIQUES(enroll) | Currency | — |
| Lessons attended | TOTALS(lesson_attended) | Number | — |
| Weekly active learners | ACTIVE(lesson_attended) / UNIQUES(enroll) * 100 | Percent | — |
| Renewals | TOTALS(renew) | Number | Enrollment |
| Renewal revenue | PROPSUM(renew.amount) | Currency | — |
| Renewal rate | UNIQUES(renew) / UNIQUES(enroll) * 100 | Percent | Enrollment |
| Referrals | TOTALS(referral) | Number | — |
| Refund amount | PROPSUM(refund.amount) | Currency | — |
| Refund rate | TOTALS(refund) / TOTALS(enroll) * 100 | Percent | — |
Metric names and formulas come from the industry pack. TOTALS counts events, UNIQUES counts people, PROPSUM adds up a property. Every figure on this page is sample data.
Dashboards the template installs
Each dashboard is a set of cards: KPIs, funnels, trends, retention, distributions and breakdown tables. Edit, duplicate or share them after install.
One board for the whole pipeline
Enrollment holds leads, trial show rate, revenue and renewal rate as KPIs, the enrollment funnel, lead and enrollment trends, the channel table, the campus ranking, learner retention after enrollment and the revenue distribution.
Funnel
Course view, lead, trial booked, trial attended, enroll
Five steps over 30 days. The −46% badge marks the step where the most prospective learners fall out of the pipeline.
Enrollment funnel
30-day windowCourse view
2,400
Lead submitted
1,248
Trial booked
674
Trial attended
508
Enrolled
312
Break down by campus
group=campus puts each location on its own row. A low show rate at one campus is a scheduling problem, not a marketing one.
Break down by consultant
teacher is a property on trial and enrollment events. Compare conversion per course consultant without exporting the CRM.
Renewal over 180 days
The renewal funnel runs enroll → lesson_attended → renew with a 180-day window, so a full term fits inside it.
Also in the pack
- Renewal funnelEnrolled → Lesson attended → Renewed · 180-day window
How teams use it
What admissions and academic teams set up first
Lead quality by channel, show rate by campus, mid-term attendance and renewal.
Use case 1
Judge channels by attended trials, not leads
The click ID stays on the lead through the phone hash. When trial_attended and enroll arrive from the CRM, each channel is ranked by learners who showed up and paid.
- Channel table: leads, trials attended, enrollments
- Cost import for cost per enrollment
- 14 ad platforms recognised by click ID
Channel enrollment table
Last 30 days| Channel | Leads | Attended | Enrolled | Cost / enroll |
|---|---|---|---|---|
| Referral | 186 | 142 | 88 | $14 |
| Google Ads | 412 | 198 | 71 | $96 |
| Newsletter | 240 | 131 | 58 | $9 |
| Meta | 318 | 96 | 24 | $188 |
| Local listings | 92 | 61 | 31 | $42 |
Use case 2
Fix show rate campus by campus
trial_booked and trial_attended carry course_id and group=campus. The campus ranking shows where bookings turn into attendance and where they do not.
- Trial show rate per campus and per weekday
- Reminder effectiveness via chat invites
- Consultant as a property for coaching
Example scenario: Eastgate booked the most trials and attended 38%. Trials were scheduled on weekday mornings. Moving them to evenings lifted show rate to 57% in a month.
Trial show rate by campus
Last 30 days
Use case 3
See the renewal risk mid-term
lesson_attended per learner builds weekly active learners. Learners missing two weeks are a segment; the renewal funnel shows whether they come back.
- Learner retention after enrollment, weekly
- Segment: enrolled, no lesson in 14 days
- Alert to the academic team, not just marketing
Attendance after enrollment (weeks)
| Enrolled | Learners | W1 | W2 | W3 | W4 | |
|---|---|---|---|---|---|---|
| Sep 1 week | 186 | 100% | 92% | 88% | 84% | 81% |
| Sep 8 week | 204 | 100% | 94% | 89% | 86% | |
| Sep 15 week | 171 | 100% | 90% | 83% | ||
| Sep 22 week | 198 | 100% | 95% |
Analytics × Chat
Answer the course question before the form is abandoned
A parent has been on a course page for two minutes and opened the schedule twice. The invite asks which time works; the AI answers price and level questions from your course catalogue and books the trial.
- Invite on course pages after 90 seconds or a second schedule view
- Context: course, level, campus nearest to the visitor, source
- Phone number captured in chat is hashed before it is stored
Example scenario: Course-page invites produced 212 trial bookings in a month at a 61% show rate, 9 points above bookings from the form alone.
Visitor context
- Page
- /courses/english-k3 · 2 min 08 s
- Schedule
- opened twice
- Nearest campus
- Riverside · 1.8 km
- Source
- Google Ads · english_k3
- Visits
- 1st visit
- /courses
- /courses/english-k3
- /schedule
- /courses/english-k3
yourschool.com/courses/english-k3
TC
Ana · Admissions
Hi! Riverside has a free K3 trial on Saturday at 10:00 and Tuesday at 18:30. Shall I hold one of them for you?
Events
Ten events, five required
Site events from the snippet; attendance, enrollment, renewal and refund from your CRM or scheduling system with the order number as insert_id.
| Event | Name | When to send | Required properties | Source |
|---|---|---|---|---|
course_viewRequired | Course view | On a course page, with course_id. | course_id | Web Mini-program App Server |
lead_submitRequired | Lead submitted | When a form or consultation request is sent; phone stored as SHA-256 hash. | — | Web Mini-program App Server |
trial_bookedRequired | Trial booked | When a trial class is scheduled; course_id and campus. | course_id | Web Mini-program App Server |
trial_attendedRequired | Trial attended | From your CRM when the learner checks in to the trial. | course_id | Server App |
enrollRequired | Enrolled | From your server on payment; order_id, course_id and amount. | order_idcourse_idamount | Server |
lesson_attended | Lesson attended | From the schedule or app on each attended lesson. | course_id | Server App |
homework_submitted | Homework submitted | When homework is handed in, any platform. | — | Web Mini-program App Server |
renew | Renewed | From your server on renewal payment; order_id and amount. | order_idamount | Server |
referral | Referral | When a learner refers someone, with the channel used. | — | Web Mini-program App Server |
refund | Refund | From your server on refund, with order_id and amount. | order_idamount | Server |
Event names, required properties and sources come from the pack. Events marked Server must be sent from your backend; use insert_id to de-duplicate orders and invoices.
Scenarios
Two schools, two boards
Illustrative scenarios, not reviews.
One profile per student across our site, mini-program and app. The retention chart finally shows people, not devices, and the renewal risk list is real.
LZ
L. Z.
Growth · education platform
Meta produced the most leads and the fewest attended trials. Cost per enrollment settled the budget meeting in four minutes.
HK
H. K.
Marketing director · language school group
Illustrative scenarios written from the user’s point of view. Not real reviews.
FAQ
Questions about this solution
Still have a question?
Chat with the team behind TapCub — we usually reply within a few hours on business days.
What does the education template install?
Ten events, sixteen metrics including trial show rate, trial conversion, revenue per learner, weekly active learners and renewal rate, two funnels and the Enrollment dashboard.
How are phone numbers stored?
As SHA-256 hashes. The hash is also the login ID, so a CRM event with the same hash connects the ad click to the enrollment without storing the raw number.
How do campuses and teachers work?
Campus or class is a group: send group=campus:
Does it cover online courses too?
Yes. lesson_attended and homework_submitted work from a web or app player. Pair it with the content pack if you also sell recorded courses.
Which events come from the CRM?
trial_attended, enroll, lesson_attended, renew and refund are marked Server. Send them from your CRM or scheduling system with the same phone hash.
Can I measure referrals?
referral is an event with a channel property. Referral count sits on the board and referral as a source appears in the channel table.
Get started
Install the education template
Paste the snippet on the site, send attendance and payment events from your CRM, and the enrollment funnel runs from course view to renewal.
- 10 events
- 16 metrics
- 2 funnels
- 1 dashboard
Free plan included. Mini-program and app SDKs for class check-in.