View the Guest Referral Effectiveness report to know which existing guests are bringing new guests to your business. You can view details such as referrer and referee awards, accrual and redemptions of these awards, and the number of guests referred by each referrer.
Note: Referral rewards - discounts and gift cards, are treated differently in terms of redemption.
Discounts: A discount is considered as redeemed only after a guest avails the discount.
Gift Cards: A gift card is considered as redeemed as soon as it is awarded to a guest.
Before your begin, ensure that the report is enabled at the organizational level
Navigation
Navigate to the Reports tab and click Try the New Version.
The Reports Dashboard appears.
2. Search for and open the report.
The Guest Referral Effectiveness report opens in a new tab.
3. Select the desired filters.
Note: You can view the report only for the centers you have access to.
4. Click Refresh.
The report is generated based on the selected filters.
Buttons in the report
Filter Criteria
Filter | Options | Description |
Date |
| Lists the date or date range for which the report can be generated. |
Center |
| Lists all the centers. |
Column Description
Columns | Column Descriptions |
Guest Name | The guest making the referrals. For example, Adam Smith. |
# of Guests Referred | The number of referrals from this guest. For example, if Adam Smith has referred four new guests, say in 1 month, this column shows 4. |
Sum of Referred Guest Invoices | The total amount from the first closed invoices for each referral made by this guest during the selected time period. Important: This column considers only the first closed invoice of the referee. |
Redeemed Value of Referee Discounts | The value redeemed by referees from referral discounts. For example, if Adam Smith referred a new guest Alice, and Alice received a $10 discount from the referral, this column will show $10. |
Redeemed Value of Referrer Discounts | The value redeemed by this guest from referral discounts. For example, if Adam Smith referred a new guest Alice, and Adam received a $15 discount for making the referral, this column will show $15. |
# of Guests Referred to Other Centers | The number of new guests this guest has referred who used the referral code at centers other than this guest's base center. For example, if Adam goes to center A and referred Alice, but Alice uses the referral code at a different center B. If Bob is the manager of center A and he generates the report, he will see 1 in this column. |
Accrued Value of Referee Giftcards | The total value of the gift cards that the referees received from the referral program. For example, if Adam Smith referred a new guest Alice, and Alice received a $10 gift card from the referral, this column will show $10. |
Accrued Value of Referrer Giftcards | The total value of the gift cards that this guest received from the referral program. For example, if Adam Smith referred a new guest Alice, and Adam received a $15 gift card for making the referral, this column will show $15. |
Base Center | The base center of this guest. |