V2: Trial Analytics

Trial analytics provides valuable insights in trial 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 trials.

 

 

Table of contents

  • Permissions and accessibility
  • What is a trial member?
  • Info
  • Chart
  • Table
  • FAQ
    • What are the timeframes of trial totals that I can see?
    • What is the difference between a trial and a lead?
    • Why can’t I use the compare toggle to compare this year to last year?
    • How do I see a comparison of this month to last month?
    • Can I change the colors in the chart?

 


Permissions and accessibility

Staff access:

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

MyStudio plan restrictions:

  • none

What is a trial member?

Trials members are those who are trying out your studio’s offerings, but have not become month-to-month members yet. They have the potential of becoming recurring members registered to programs. Generally, trial offerings directly correlate to program offerings.




Info

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

  • Total trials
  • Active trials (coming soon)
  • Enrolled trials (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 trial registrations. This includes registrations within specified time frames, specific trials, 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 trial registrations. Each trial registration type is color coordinated so that you can easily see which specific trial registrations made up the majority of the trial registrations that day. Hover your mouse over the columns to see a specific breakdown of the trials registered for.

 



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

 



You can also filter by all or specific trial registrations.






Coming soon: you can also compare trial 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 trial registration totals to the same day last week, last month, and last year.
  • Weekly: comparing this week’s trial registration totals with the same week last year.
  • Monthly: comparing this month’s trial 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 trial analytics section will default to show you your daily total trial registration per specific trial. You can click the arrow next to a trial 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 trials to enrolled.

 



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





  • Status: shows the status changes in trials. Clicking the arrow next to the statuses will show specific trial registrations attached to those statuses.





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

  • Daily trial registration totals 
  • Weekly trial registration totals
  • Quarterly trial registration totals
  • Monthly trial registration totals
  • Annual trial registration totals







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

 




FAQ

  • What are the timeframes of trial totals that I can see?
    • The chart can show you daily, weekly, monthly, or annual total 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 trial registrations compared to last month’s total trial 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.