Your Insights tab holds a wealth of information about your email campaigns, workshops, and follow-ups. One of the perks of using the platform is the ability to report on this information so you can make data-driven decisions. Frequently reviewing your metrics and "listening" to the data will help you become more in-tune with your clinic and what works for you!
Follow-Up Metrics:
- Provide an overview of your follow-ups within the Breakthrough system. You can filter or sort this data by event and event period.
- From here, you can see data on:
- Confirmation Rate: The overall confirmation rate for the given timeframe/event.
- Total Leads: Total leads received for the given timeframe/event.
- Unconfirmed Leads: Leads that were unconfirmed for the given timeframe/event.
- Touchpoints Required to Confirm Leads: How many times a lead needed to be contacted before confirming
Workshop Success:
- Used to evaluate your workshop performance. Note: Data provided here is updated once daily. Changes made to contacts on the day of a workshop may not reflect here until the following day.
- Data can be filtered by date, event, or funnel type.
- From here, you can see data on:
- The average count of POC per lead (ex: 1 in 5 leads converted)
- The percent of POC conversions from the event
- How many leads were quick confirmed, power confirmed, and how many attended
- Total registrants
- The percentage & count of how many registrants scheduled an FS or IE
- The percentage & count of how many registrants converted to a POC
Email Performance:
- Used to evaluate email campaign success, delivery rates, and performance. Data can be filtered by date.
- From here, you can see data on:
- Emails Sent: Total emails sent to contacts in the given dates.
- Open Rate: Percentage of emails that were opened by the contact
- Clicked: How many emails resulted in link clicks
- Replied: How many email replies were received
- Unsub Rate: Percentage of emails sent that resulted in unsubscribing
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