What this category's data looks like
This page addresses the enrollment consultation conversion scenario at training institutions, focusing on three types of materials—enrollment brochures, consultation records, and trial class arrangements—and outlines the field characteristics of material drafting and responsibility handover. Enrollment brochures focus on course name, number of class hours, start date, and signature/seal; consultation records focus on visit date, key communication points, follow-up owner, and receipt; trial class arrangements focus on session, quota, instructor, and confirmation signature. Materials are drafted by the person handling each stage, updated weekly or per class session, and versions and dates must be kept in sync. When entering the sharing and embedding feature, the enrollment brochure serves as the external display item, the consultation record serves as the internal handover basis, and the trial class arrangement serves as the appointment voucher; each plays a different role, and external visitors see the corresponding content according to their identity.
Configuration and implementation checks
This step is executed by the sharing link in the publishing channel (the publishing service performs authentication), outputting the sharing link, display parameters, and authentication result. The material drafts and handover records that can be issued are then completed by external visitors seeing the corresponding content according to their identity.
| Object | Check | Verification action |
|---|---|---|
| Enrollment brochure | Course name, number of class hours, start date, and signature/seal are consistent between the brochure and the consultation record | Compare the name, quantity, and date in the two materials item by item, and check the signature field |
| Consultation record | Follow-up owner, visit date, and receipt are complete, and the version is in sync with the brochure | Check for missing items according to the template, and verify whether the version number and date are consistent |
| Trial class arrangement | Session, quota, instructor, and confirmation signature correspond, and the receipt has been received | Verify the session and quota, and check whether the signature and receipt are complete |
| Sharing link | Expiration time, per-minute access limit, identity verification, and quoted display items are set as needed | Verify the time limit and values, access once each with an unauthenticated session and an over-limit request, and record shareId |
Three common errors
- Symptom: The course name and number of class hours for the same record do not match between the enrollment brochure and the consultation record. Cause: The field source was not unified during drafting, and the version was not synchronized.
- Symptom: The trial class arrangement lacks a signature or receipt, so the next step cannot be signed off. Cause: The handover record fields are incomplete, and the responsible person is not clearly defined.
- Symptom: The full quoted text can be seen without logging in, and the link cannot be opened after a period of time. Cause: Identity verification is not integrated, and the expiration time setting does not match usage needs.
How to verify the setup
This feature acceptance: access once each with an unauthenticated session and an over-limit request, verify the allowance and quoted display, and record shareId.
Business test: draft one according to the template and complete one handover, and see whether missing items are blocked.
- Check the expiration time, per-minute access limit, and identity verification callback address in the link configuration.
- Verify item by item the toggle status of the display items for quoted snippet, full quoted text, and source original download.