Understanding where your clients come from is crucial for optimizing your marketing strategies and allocating resources effectively.
In Pabau, you can run a marketing source report that will show you the effectiveness of your marketing efforts.
To ensure the report yields meaningful data, it's essential to gather marketing source information for all clients. This involves either including marketing source details during manual client creation or updating the "Referred by" field in client profiles afterward.
For new clients booking online, add How did you hear about us? to your sign-up fields. In Pabau Studio (Online Bookings → Customise page), click Edit, open the Sign in page and click the Sign-up fields label. If the field is hidden, click Show. It can be optional, but to collect complete data, switch Required on. Click Publish to make it live (see New Online Bookings Part 2).
Once these prerequisites are met and marketing source data is collected for all clients, you can generate a report illustrating client acquisition within specific timeframes, categorized by marketing source.
To proceed, follow the steps outlined below:
Step 1: Navigate to Analytics
Log in to your Pabau account and click on "Analytics" in the left sidebar menu. The All Reports page opens.
Step 2: Creating the Custom Report
Click on "Build a custom report" in the top right corner and choose "Clients" as the data object. Select "Start from scratch" to begin.
By default, the report will include clients created within the current year. You can adjust this timeframe according to your needs. Remember that the timeframe can be modified later, and the report will be updated accordingly.
Optionally, you can add more filters to refine the report's specificity by clicking on the blue plus sign.
Step 3: Segmenting Clients by Marketing Source
This filter will give you a basic list of all the clients created in the designated timeframe. However, it also acts as the basis for segmenting clients by their marketing sources.
To visualize the segmentation of clients by marketing source, open the "Visualise" tab at the top of the report and choose the pie chart or donut chart.
Click on the "Segment by" option above the chart and select "Client source." This will display a visual representation of clients created within the specified timeframe categorized by marketing source.
If you wish, you can customize the report by adding more columns to the left-hand side, which will display additional client information.
Step 4: Saving and Accessing the Report
Once satisfied with the report setup, name the report at the top of the screen and click on "Save Report" in the top right corner to save it.
The report will now be accessible in the "My reports" section of Analytics, allowing you to reference it at any time.
Step 5: Dynamic Report Updates
Keep in mind that all filter fields in the report are adjustable. Any changes made to the filters, such as modifying the timeframe, will result in real-time updates to the report.
By following these steps, you can efficiently track and analyze the performance of your marketing sources in Pabau, enabling informed decision-making and optimization of your marketing strategies.
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