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Marketing Generated Appointments Report
Marketing Generated Appointments Report

This report provides a summary of clients that booked appointments after receiving a marketing communication.

Training BLVD avatar
Written by Training BLVD
Updated over a week ago

Overview

The marketing generated appointments report provides a summary of clients that booked appointments after receiving a marketing communication.

Default Metrics

Metric

Definition

Marketing Communications Campaign Type Name

Name of the marketing campaign name

Appointments Booked

Total number of appointments booked from automated campaign sends

Appointments Completed

Total number of appointments completed from automated campaign sends

Appointment Sales

Total value of appointments that were completed from an automated marketing send

Customization Options

Additional columns

It’s recommended to add additional columns for the following metrics:

  • Client Name - Name of client receiving the marketing campaign

  • Delivery Status - The email status of each email communication

  • Location Name - Location that the marketing email is associated with

  • Action Take On - Date that the appointment generation occurred

  • Recipient Count - The number of clients who received the email

  • Unsubscribes - The number of clients who unsubscribed after receiving a marketing email

  • Projected Appointment Sales - The Projected Value of Appointments that were created but not yet completed that came from a marketing blast

Filter by Specific Campaigns

Use the filter options to view specific campaign performance.

NOTE: This was formerly a beta report.

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