Overview

Once a campaign is live, you can see how that campaign is performing in the Marketing Summary, as well as by using the Marketing Campaign Report.

Marketing Summary

Automated Campaign Marketing Summary

The Automated Campaigns Summary shows an overview of performance for all of your Automated Campaigns. This dashboard summary is defaulted to month-to-date and includes:

Metric	Definition
Total Emails Sent	Total number of emails sent
Total Booked Appointments	Total number of booked appointments associated with campaign. Appointments: Bookings capture both upcoming and completed appointments booked during the date range chosen All bookings made within 7 days of receiving a marketing email are attributed, regardless of how they're made (from the email button, self-booking overlay, or call to book) Customers are only billed after the booked appointment is complete
Projected Sales	Projected sales based on booked appointments
Completed Sales	Completed Sales associated with completed appointments and the number of completed appointments. The completed appointment number reflects any appointment that was completed during the date range chosen.

The Blast Summary dashboard includes a detailed representation of each previously run, and currently running campaign, status, send date, number of messages sent, clicked and unsubscribed. The default date range for this view is month to date - to see summary information for older Blast campaigns, simply adjust the date range.

Clicking a completed One Time Blast campaign from the “Blast campaigns” summary page displays a campaign summary card with the following metrics.

Sent
Delivered
Opened
Clicked
Unsubscribed
Failed
+ a preview of the email content

Marketing Reports

To set up Customizable Marketing Reporting, select the Add A Report button under the Reports --> Beta Reports tab and search for ‘Marketing’. There are two types of default Marketing reports.

Screen_Shot_2021-10-07_at_3.54.59_PM.png

Marketing Campaign Performance

To see in-depth metrics on Campaign Performance by Location, Date, or Client you can use the Marketing Campaign Performance Report to view performance for all messages sent.

You can add a filter for delivery status to show whether an email was delivered or bounced. To do this, click on Customize Report, add the Delivery Status column, and click Update.

NOTE: 'Action taken on' is the date the campaign was sent with a timestamp.

Marketing Generated Appointments

To see which clients booked appointments after receiving marketing messages you can use the Marketing Generated Appointments Report to view the Generated Appointments - both booked and completed, within a specific date range - by Client, Campaign, and Location.

Data shown in the report is based on when an action was taken - choosing a date range shows any appointments booked during that time period or any appointments completed during that time period.