V2: Lead Analytics

Lead analytics provides valuable insights in lead registration trends and analysis of conversion rates. This section offers comprehensive views of comparative data so that you can make informed decisions for improvements in your marketing.

 

Table of contents

 

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Permissions and accessibility

Staff access:

• Admin
  • Full access
• Manager
  • Based on V1 settings
• Staff
  • Based on V1 settings

MyStudio plan restrictions:

• none

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What is a lead?

A lead is an individual who has requested information about your business, but hasn’t engaged in it. They have the potential of becoming trial or recurring members registered to programs.

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Info

The lead analytics section provides insight into total lead registrations within a specified time frame. You can filter the page by:

• New leads

• Active leads (coming soon)

• Enrolled leads (coming soon): conversion rate

 

The different filters in both the chart and the table also make it easy to see specific data points for more in-depth analysis of all lead registrations and conversions. This includes registrations within specified time frames, program interests, and sources. If you would prefer to just see the table, you can toggle the chart off and on by clicking “hide chart” at the top right.

Chart

 

The chart will default to showing you a daily comparison of your lead registrations. Each lead program interest is color coordinated so that you can easily see which programs potential customers are most excited for. Hover your mouse over the columns to see a specific breakdown of the lead program interests.

 

You can change the registration timeframes by clicking the first drop down to see the lead registrations annually. 

 

You can also filter by all or specific lead program interests.

Coming soon: you can also compare lead registration performance over a custom time range. If you toggle the “compare to” to “on” you can see the following comparisons:

• Daily: comparing today’s lead registration totals to the same day last week, last month, and last year.
• Weekly: comparing this week’s lead registration totals with the same week last year.
• Monthly: comparing this month’s lead registration totals with the same month last year.

You can hover your mouse over these columns as well to see a breakdown of the comparison and the percentage of increase or decrease.

 

 

If you want to hide the chart so that you only see the data table, you can click “hide chart” at the top right. Click it again to show the chart again.

 

 

Table

 

The table in the lead analytics section will default to show you your daily total lead registrations per specific program interest. You can click the arrow next to a program interest to see a further breakdown of the sources that resulted in that registration. At the top of the table, click the first drop down to see different tables. These include:

• Registrations: this is the default table

• Conversion: shows percentages of members who went from being active leads to enrolled. Clicking the arrow next to the program interest will show the breakdown of statuses.

 

• Sources: shows total amount of lead registrations broken down by source. If you click the arrow under a specific source, it will show all the lead registrations by specific program interest.

• Status: shows the status changes in leads. Clicking the arrow next to the statuses will show specific lead program interests attached to those statuses.

Click the second drop down to select whether the table shows this data for:

• Daily lead registration totals 

• Weekly lead registration totals

• Quarterly lead registration totals

• Monthly lead registration totals

• Annual lead registration totals

Lastly, you can search for a specific lead program interest for a comparison with itself month-to-month in the search bar. 

 

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FAQ

• What are the timeframes of lead totals that I can see?
  • The chart can show you daily, weekly, monthly, or annual total lead registrations. The table can show you daily, weekly, monthly, quarterly, and annual totals.

• What is the difference between a trial and a lead?
  
  • A lead is an individual who has requested information about your business, but hasn’t engaged in it. A trial is someone who is trying out your services, but hasn’t committed to a recurring membership yet.
• Why can’t I use the compare toggle to compare this year to last year?

• • Since the chart will automatically display several years, the chart will automatically show this comparison.

• How do I see a comparison of this month to last month?

• • If you would like to see an overview of this month to last month, you don’t need to use the compare to toggle. However, if you would like to see, for example, today’s total lead registrations compared to last month’s total lead registrations on the same date, you can toggle to compare weekly to last month.

• Can I change the colors in the chart?

• • Unfortunately at this time you will not be able to change these colors.