The Smart Marketing dashboard helps measure the effectiveness of smart marketing campaigns that are live.
To view the dashboard
At the organization level, click the Marketing icon and navigate to Campaigns > Smart Marketing.
On the top right, you can select any of the Zenoti’s predefined time periods such as Last Month, Month to Date, Quarter to Date, or Year to Date. However, if you want to manually specify a date range, select Custom.
On the top left, you can choose whether you want to view results (bookings and revenue) by Theme or by Center.
Note: If you are viewing the report at the center level, you will only be able to view results by theme for that center.
The dashboard shows reports in three panels:
- Summary Panel
- Detailed Theme and Campaign Panel
- Ranked Revenue by Campaign Panel
Let's see each panel in detail.
The Summary Panel
The Summary panel shows the summary of results from your live smart marketing campaigns in the selected time period.
This panel shows the following:
Recovered guests: Number of guests recovered from the ‘Bring back lost guests’ campaigns.
Cross-sold services: Number of guests cross-sold to, from the ‘Cross-sell services’ campaigns.
Sold retail: Shows the Number of guests cross-sold and up-sold to, from the ‘Cross-sell retail’ campaigns and from ‘Up-sell retail’ campaigns.
Up-sold services: Number of guests up-sold to, from the ‘Up-sell services’ campaigns.
Revenue generated: Sum of closed revenue across all campaigns in the selected period.
Chargeable Revenue: Shows the sum of ‘Completed Revenue’ of all the themes except ‘Engage Recent Guests’ theme.
Visits driven: Visits Driven is the total number of guests who got the email, opened the email, and visited the center within 15 days of getting the email.
- However, many guests open the email and can visit the center, even
though they may not be interested in the offer you gave them. ‘Visits
Driven’ lets you measure the indirect benefit of recall that the campaigns
create. For example, Matt is a frequent massage guest. You send a 10% off
on a facial email in order to cross-sell facials to Matt. Matt isn’t interested in
the facial, but because of brand recall created, books a massage within 15
days of receiving and opening the email. Such visits are also measured in
- In addition to number of visits, Visits driven also shows the revenue
generated from the visits.
- Click on the numbers to download the Visits Driven report.
Utilization lift: Employee utilization without the bookings from ‘Visits Driven’ and with the bookings from ‘Visits Driven’.
Note: Visits driven and Utilization lift are in purple boxes to indicate that they
measure the indirect benefits of the campaigns.
Detailed Theme and Campaign Panel
Campaigns are organized into themes.
Click each theme to see the corresponding campaigns.
Some themes/ campaigns are in purple. These are campaigns that are generating revenue, but Zenoti is not currently charging for them.
Note: Hover over the email icon to see the number of emails sent, delivered, opened, or clicked for the campaign in the selected time period.
You can get the following details for each theme or campaign:
- Booked: Bookings made from emails sent in the selected time period.
- Booked Revenue: Revenue from emails sent in the selected time period.
- Completed: Bookings completed and closed in the selected time period.
- Closed Revenue: Revenue from bookings completed in the selected time
Ranked Revenue by Campaign Panel
The Ranked revenue by campaign panel shows revenue by campaign, sorted in descending order.
After viewing the report, you can download invoice details of guests returning, as a result of the campaigns.
Download the Invoice Details
Click the Invoice button to download the invoice for a particular period.
The revenue in the invoice will add up to the closed revenue across all themes that Zenoti charges you for (the themes in purple are not counted as they are currently free of charge).
The invoice details are downloaded as an Excel file.