Track number of leads (profile creations) by the referral source. The entry point of this module (what qualifies a referral as being counted) is counting profiles when they client has completed their first visit during selected period.
Before you continue reading...
- Permission access need is 'Referral By Source Chart.'
- Referral by Source is located under the Marketing page.
- Learn how edit referral categories here.
- The results of this report is not intended to align with the lead value in LASER or Leads Added.
Referral Categories Toggle: When toggled ON (default view, appears green) iKizmet will group your referral sources into categories based on your brands referral mapping. When toggled OFF, the chart will only display the referral sources from ClubReady.
Referral Categories: This dropdown menu will list all available, utilized referral categories to modify your view.
Referral Source: This dropdown menu will list all available, utilized referral sources to modify your view.
Date Range: Preselected date ranges.
Date: Opportunity to select specific start and end date.