This section focuses on reports that let you know how your promotional efforts are doing, starting with the Marketing Dashboard, which is your report card for how your automated email coupons are doing, best buyers in your Top Customers report, Reviews report so you can see how your customers are reviewing you, and the Coupon Usage report.
You can get to this part of the system by clicking Reports in the blue Admin Toolbar, then clicking on the specific report you need.
The Marketing Dashboard is a summary report showing your activity on sales resulting from coupons the marketing system sent to your customers in the current month. It shows the number sent, the number clicked, the coupons redeemed, and the resulting sales across your Birthday Coupons, Come Back Coupons (these are sent to customers who haven't shopped with you in a timeframe you specify), and Bounce Back Coupons (these are sent to customers who recently shopped with you as incentive to come back soon).
The Top Customers Report
How do you identify your best spenders so you can reward them, or just see how they're doing? The Top Customers Report breaks all this down for you, giving you their contact information, Birthday, Dollars Spent, and showing you the last time they came in to visit. Note that clicking on the customer's name takes you to the Customers module, where you can look up further details. You can view any Date or Date Range needed, and you can click to Export your results.
The Reviews Report
The Marketing Package allows you to send Review Requests to customers who have had a good experience with you, and the Reviews Report will track for you the results of the reviews you get. The graph in the upper part of the report shows how many Review Requests you sent, how many of those were Clicked, Positive and Negative Feedback, and how many of the positive responses went on through the process and Proceeded to Google to leave you a review. Negative responses are not prompted to proceed to Google and leave a review, of course.
The lower section of the report shows you numbers and percentages for all of the above data areas (Review Requests Sent, Clicked, Positive Feedback, Negative Feedback, and Proceeded to Google), and which results came from emails you sent and which ones came from text message. You are also able to click and view Negative Comments, so you can address relevant issues in your service and business operations.
Coupon Usage Report
You can view all Coupons used in whatever time-frame you need in this useful marketing report. Coupons you create (from Products > Coupons) are listed by Coupon Title in descending order with the highest Quantity Redeemed at the top and the Discount Total for each. The report also shows the total number of unique coupons used during the period and the Total Discounts for the period. You can use this report to see how much your marketing efforts through Coupons are costing you so you can plan your future marketing through coupons. Please note, this report does not track Reward Coupons redeemed; it tracks coupons you manually create in Products > Coupons and for most clients, this will be for web use, primarily.