Overview
This Free Trial Conversion Report provides key insights into how effectively free trials are converting customers into paid participants. It tracks the number of customers who have taken advantage of free trials within a specified time period and calculates the conversion rate—showing the percentage of those trial customers who went on to sign up for a paid class. Additionally, the report analyzes attendance performance by calculating the attendance rate, which measures the number of converted customers in relation to the total number of attendees for a specific class. This data helps identify successful classes and refine marketing strategies to boost conversions.
Authorization
To access this report, the User must have at least the authorization, "Limited Financial Reporting", assigned to their role.
Where
This report can be found in a couple different ways:
Through the global search, start typing, "Free Trials Conversion Report".
Click on the "Reports" drop down and then select "All Reports". Under the "Financial" section, you will find the report.
How It Works
Filters
To run this report, we have a few required fields to fill in and a variety of optional filters you can choose from. It all depends on what you are looking to accomplish.
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Location (optional): Choose to run this report for a specific location or all locations.
Season/Level/Class or Camp (optional): The report can be filtered by the season data if desired. The season drop down will display all class or per session (Camp) type of programming. Once you have selected your season (s) from the drop down, the appropriate levels would appear to choose from and the subsequent rosters.
Min Free Trial Date (required): The earliest date to include in the report when identifying customers who signed up for a free trial event.
Max Free Trial Date (required): The latest date for a customer's free trial to be considered in this conversion report.
Min Program Registration Date (required): The earliest date to check if a customer who attended a free trial, during the specified period, later registered for a program.
Max Program Registration Date (required): The latest date to verify if a customer who participated in a free trial, during the selected date range, has signed up for a program.
Display Options
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Customer Details: When selected, the report will display all customers who signed up for a free trial within the specified time period, along with key details such as the free trial event's season, level, roster, and event information. The report also includes whether the customer attended the event and whether they registered for a program afterward.
Hide additional columns from report output
Depending on what you are trying to target, you may find some of these columns unnecessary so we have provided you the option to hide them.
Class/Camp Column
Level Column
Season Column
Location Column
Example
In the example below, I have decided to look at one location and one specific season from Sept 1st to today. I am only hiding the "Location" column.
Key Things to know:
Total Rate (Conversion rate) = # Conversions / # Free Trials
Att Rate (Attendance Rate) = # Conversions / # Attended free Trials
