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How do I use the Intro Offer Conversion report?

Learn which customers converted from an Intro Offer to a Membership or Credit Package

Jason Wiese avatar
Written by Jason Wiese
Updated over 3 weeks ago

The Intro Offer Conversion report provides detailed information on studio customers who have purchased an Intro Offer and have been converted.

The report is available for Membership and Credit Package Intro Offers.

Before diving into the report, it is important to understand how a converted customer is defined. A converted customer will be anyone who has purchased an Intro Offer and then purchases a subsequent credit package or membership.

There are a few purchase scenarios that would classify a customer as not converted:

  • When a customer buys an Intro Offer and then buys a single drop in credit, they will not be converted because it only leads to a single visit.

  • When a customer buys an Intro Offer and then buys a guest-only option, they will not be converted because the pricing option is not for them

  • When a customer buys an Intro Offer and then buys a pricing option priced at $0, they will not be converted.

    • When the first membership interval is $0 and the other intervals have a price greater than 0, the customer would be considered converted.

  • When a customer buys an Intro Offer and then buys another Intro Offer, the customer will not be converted.

    • The customer will be converted when the customer buys a credit or membership after the second Intro offer.

Video: Overview of Intro Offer Reports

Pulling up the Report

  1. Navigate to Reports from the left panel > Intro-Offers > Intro Offer Conversion > View.
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  2. Specify the date range from the date picker.

    1. The report will pull all Intro Offers purchased within the date range selected.

  3. Apply any additional filters.

    1. Intro Purchase Location = Locations the user has access to

    2. Conversion Purchase Location = Location of the conversion purchase

    3. Intro Offer = Name of Intro Offer -- only show packages that are intro offers

    4. Conversion Membership: Non-intro offer memberships purchased that converted the customer

    5. Conversion Package: Non-intro offer packages purchased that converted the customer

    6. Converted = True/False

Understanding the Report

The Intro Offer Conversion report includes 15 data fields:

  1. Last Name

  2. First Name

  3. Email

  4. Intro Offer

  5. Intro Purchase Date

    1. This date will be between the dates selected within the date range filter.

  6. Intro Expiration Date

  7. Classes Taken on Intro

  8. Converted

    1. True = Customer has been converted

    2. False = Customer has not been converted

  9. Conversion Date

    1. If a client is converted and the Conversation Date falls outside the specified date range in the filters, the Converted column will be marked as true. The Conversion Date will reflect the actual date of the conversion, regardless of whether it falls outside the specified date range set in the filter

  10. Conversion Product Type

    1. Credit Package or Membership

  11. Conversion Purchase - Name of Credit Package or Membership

  12. Broker - The name of the person who sold the Conversion product

    1. If the name matches the First and Last name on the report, the customer purchased the item from your website or mobile app

  13. Broker Email - The email of the person who sold the Conversion product

    1. If the email matches the Email field on the report, the customer purchased the item from your website or mobile app

  14. Intro Purchase Location

  15. Conversion Purchase Location

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