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Marketing Content Pack

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The Marketing Content Pack gives you detailed information about your company and community's marketing efforts and how they are helping generate leads.

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What is Paid Marketing versus Unpaid?

Paid Marketing is classified as the following Market Source Master Types: Event, Agency, Internet Advertising, Advertising, Direct Mail, Signage, Online Directory, Media, and Website/Social Media. Everything else will be classified as Unpaid Marketing.

NOTE: If you would like your Market Sources to be listed differently, you can follow our Help Center article HERE about updating your drop down types.

Community Source Summary

An overview of Market Sources and their conversions.

Filters

Community Name, Date, Is Year to Date, Current Year or Prior Year

Visualizations

Source Summary table

Source_Summary_table.png

Columns

  • Inquiry to Move In - the conversion of Inquiries to Move Ins.
  • Inquiries - the count of Inquiry activities marked with the red question mark sales stage icon red_question_mark.png.
  • %GT Inquiry - the Grand Total percentage (out of 100%) of Inquiries that each Market Source accounts for.
  • Qualified - the total number of Inquiries minus the total number of unqualified leads.
  • First Tours - the count of Tour activities marked with the red clock sales stage icon red_clock.png.
  • Inquiry to Tours - the conversion of Inquiry to First Tours.
  • Move Ins - the count of Move In activities marked with the red suitcase sales stage icon red_briefcase.png.
  • %GT Move Ins - the Grand Total percentage (out of 100%) of Move Ins that each Market Source accounts for.
  • Tour to Move In - the conversion of First Tours to Move Ins.
  • Average Inquiry to Tour (Days) - the average number of days it takes from the initial Inquiry to then Tour.
  • Average of Inquiry to Move In (Days) - the average number of days it takes from the initial Inquiry to then Move In.

Inquiry Summary table

The number of Inquiries from each Market Source month over month.

Inquiry_Summary_table.png

Columns

  • Ad - the total number of inquiries for the Market Source Master Type of Print Advertising.
  • Agency - the total number of inquiries for the Market Source Master Type of Agency.
  • Knowledge - the total number of inquiries for the Market Source Master Type of Community Knowledge.
  • Direct Mail - the total number of inquiries for the Market Source Master Type of Direct Mail.
  • Event - the total number of inquiries for the Market Source Master Type of Event.
  • Internet Ads - the total number of inquiries for the Market Source Master Type of Internet Advertising.
  • Web - the total number of inquiries for the Market Source Master Type of Website/Social Media.
  • Online Directory - the total number of inquiries for the Market Source Master Type of Online Directory.
  • Signage - the total number of inquiries for the Market Source Master Type of Signage.
  • Media - the total number of inquiries for the Market Source Master Type of Media.
  • Other - the total number of inquiries for the Market Source Master Type of Other.
  • Professional - the total number of inquiries for the Market Source Master Type of Professional Referrals.
  • Staff - the total number of inquiries for the Market Source Master Type of Staff Referrals.
  • Family/Friends - the total number of inquiries for the Market Source Master Type of Family/Friends Referrals.
  • Residents - the total number of inquiries for the Market Source Master Type of Resident Referrals.
  • Competitor - the total number of inquiries for the Market Source Master Type of Competitor Referrals.

Community_Source_Summary_full_page.png

Community Source Summary full page view


An overview of your community's paid and unpaid Market Sources and their conversions.

Filters

Community Name, Date, Is Year to Date, Current Year or Prior Year

Visualizations

Source Summary table

 A summary of Unpaid and Paid marketing with conversions.

Unpaid_and_Paid_Summary_table.png

Columns

  • Inquiry to Move In - the conversion of Inquiries to Move Ins.
  • Inquiries - the count of Inquiry activities with the red question mark sales stage icon red_question_mark.png.
  • %GT Inquiry - the Grand Total percentage (out of 100%) of Inquiries that each Market Source accounts for.
  • Unqualified - the count of inquiry activities for individuals with a Lead Score of Unqualified
  • Qualified - the total number of Inquiries minus the total number of Unqualified leads.
  • First Tours - the count of Tour activities marked with the red clock sales stage icon red_clock.png.
  • %GT First Tours - the Grand Total percentage (out of 100%) of First Tours that each marketing category accounts for.
  • Inquiry to Tours - the conversion of Inquiry to First Tours.
  • Move Ins - the count of Move In activities marked with the red suitcase sales stage icon red_briefcase.png.
  • %GT Move Ins - the Grand Total percentage (out of 100%) of Move Ins that each marketing category accounts for.
  • Tour to Move In - the conversion of First Tours to Move In.

Move In and Inquiry Goal card

Move_In_and_Inquiry_Goal_card.png

Total Move Ins and Inquiries with goals

Card Items

  • Annual Move In Goal - the Move In goal for your community for the year
  • Annual Inquiries Needed - the sum of your community's Annual Move In Goal divided by Inquiry to Move In conversion
  • Total Move Ins - the count of Move In activities marked with the red suitcase sales stage icon red_briefcase.png.
  • Remaining Inquiries Needed - the total of Move Ins Needed divided by Inquiry to Move In conversion.
  • Paid Inquiries Needed - the total of Remaining Inquiries Needed multiplied by the percentage of paid inquiries.
  • Unpaid Inquiries Needed - the total of Remaining Inquiries Needed multiplied by the percentage of unpaid inquiries.

Inquiry Summary table

Unpaid_and_Paid_Summary_inquiry_summary.png

The number of Inquiries, Tours, and Move Ins with conversions shown month over month.

Columns

  • Paid Inquiry - the count of Inquiry activities marked with the red question mark sales stage icon red_question_mark.png from Paid marketing.
  • %GT Paid Inquiry - the Grand Total percentage (out of 100%) of Inquiries that Paid marketing accounts for.
  • Paid First Tours - the count of Tour activities marked with the red clock sales stage icon red_clock.png from Paid marketing.
  • Paid Move In - the count of Move In activities marked with the red suitcase sales stage icon red_briefcase.png from Paid marketing.
  • Paid Inquiry to Move In - the conversion of Inquiries to Move Ins from Paid marketing.
  • Unpaid Inquiry - the count of Inquiry activities marked with the red question mark sales stage icon red_question_mark.png from Unpaid marketing.
  • %GT Unpaid Inquiry - the Grand Total percentage (out of 100%) of Inquiries that Unpaid marketing accounts for.
  • Unpaid First Tours - the count of Tour activities marked with the red clock sales stage icon red_clock.png from Unpaid marketing.
  • Unpaid Move In - the count of Move In activities marked with the red suitcase sales stage icon red_briefcase.png from Unpaid marketing.
  • Unpaid Inquiry to Move In - the conversion of Inquiries to Move Ins from Unpaid marketing.

Top 10 Move In Sources (YTD) table

Top_10_Move_In_Sources_table.png

The top 10 Move In sources by Paid and Unpaid Market Sources, year to date.

Columns

  • Paid and Unpaid - whether or not the Market Source is Paid Marketing or Unpaid
  • Market Source - the specific paid or unpaid Market Source
  • Inquiry - the count of Inquiry activities marked with the red question mark sales stage icon red_question_mark.png.
  • First Tours - the count of Tour activities marked with the red clock sales stage icon red_clock.png.
  • Move Ins - the count of Move In activities marked with the red suitcase sales stage icon red_briefcase.png.
  • Inquiry to Move In - the conversion of Inquiries to Move Ins.

Top 10 Lead Sources (YTD) table

Top_10_Lead_Sources_table.png

The top 10 Lead Sources by Paid and Unpaid Market Sources, year to date.

Columns

  • Paid and Unpaid - whether or not the Market Source is Paid Marketing or Unpaid.
  • Market Source - the specific paid or unpaid Market Source
  • Inquiry - the count of Inquiry activities marked with the red question mark sales stage icon red_question_mark.png.
  • First Tours - the count of Tour activities marked with the red clock sales stage icon red_clock.png.
  • Move Ins - the count of Move In activities marked with the red suitcase sales stage icon red_briefcase.png.
  • Inquiry to Move In - the conversion of Inquiries to Move Ins.

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Unpaid and Paid Summary full page view


Portfolio Source Summary

An overview of your marketing efforts by Market Source master types.

Filters

Community Name, Date, Is Year to Date, Current Year or Prior Year

Visualizations

Advertising and Media table

Advertising_and_Media_table.png

Inquiries and their Move In conversion for Advertising and Media.

Columns

  • Community Abbreviation - the abbreviation for your community.
  • Ad - the total number of inquiries for the Market Source Master Type of Print Advertising.
  • Media - the total number of inquiries for the Market Source Master Type of Media.
  • Ad Inquiry to Move In - the conversion of Inquiries to Move Ins for the Market Source Master Types of Print Advertising and Media.

Internet and Website table

Internet_and_Website_table.png

Inquiries and their Move In conversion for Internet and Websites.

Columns

  • Community Abbreviation - the abbreviation for your community.
  • Internet Ads - the total number of inquiries for the Market Source Master Type of Internet Advertising.
  • Web - the total number of inquiries for the Market Source Master Type of Website/Social Media.
  • Web Inquiry to Move In - the conversion of Inquiries to Move Ins for the Market Source Master Types of Internet Advertising and Website/Social Media.

Unpaid Referrals table

Unpaid_Referrals_table.png

Inquiries and their Move In conversion for unpaid referrals.

Columns

  • Community Abbreviation - the abbreviation for your community.
  • Staff - the total number of inquiries for the Market Source Master Type of Staff Referrals.
  • Residents - the total number of inquiries for the Market Source Master Type of Resident Referrals.
  • Professional - the total number of inquiries for the Market Source Master Type of Professional Referrals.
  • Competitor - the total number of inquiries for the Market Source Master Type of Competitor Referrals.
  • Family/Friends - the total number of inquiries for the Market Source Master Type of Family/Friends Referrals.
  • Unpaid Ref Inquiry to Move In - the conversion of Inquiries to Move Ins for the Market Source Master Types of Staff Referrals, Resident Referrals, Professional Referrals, Competitor Referrals, and Family/Friends Referrals.

Direct Mail and Events table

Direct_Mail_and_Events_table.png

Inquiries and their Move In conversion for Direct Mails and Events.

Columns

  • Community Abbreviation - the abbreviation for your community.
  • Direct Mail - the total number of Inquiries for the Market Source Master Type of Direct Mail.
  • Event - the total number of Inquiries for the Market Source Master Type of Event.
  • Direct/Event Inquiry to Move In - the conversion of Inquiries to Move Ins for the Market Source Master Types of Direct Mail and Event.

Other Sources table

Other_sources_table.png

Inquiries and their Move In conversion for Signage, Other, and Community Knowledge.

Columns

  • Community Abbreviation - the abbreviation for your community.
  • Signage - the total number of Inquiries for the Market Source Master Type of Signage.
  • Other - the total number of Inquiries for the Market Source Master Type of Other.
  • Knowledge - the total number of Inquiries for the Market Source Master Type of Community Knowledge.
  • Other Inquiry to Move In - the conversion of Inquiries to Move Ins for the Market Source Master Types of Signage, Other, and Community Knowledge.

Paid Referrals table

Paid_Referrals_table.png

Inquiries and their Move In conversion for paid referrals.

Columns

  • Community Abbreviation - the abbreviation for your community.
  • Agency - the total number of Inquiries for the Market Source Master Type of Agency.
  • Online Directory - the total number of Inquiries for the Market Source Master Type of Online Directory.
  • Paid Referral Inquiry to Move In - the conversion of Inquiries to Move Ins for the Market Source Master Types of Agency and Online Directory.

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Portfolio Source Summary full page view


Portfolio Source Analysis

A summary of Move Ins by Paid and Unpaid market sources.

Filters

Community Name, Date, Is Year to Date, Current Year or Prior Year

Visualizations

Portfolio Source Analysis table

Portfolio_Source_Analysis_table.png

Conversions for your Paid and Unpaid marketing by community.

Columns

  • Community Abbreviation - the abbreviation for your community.
  • Paid Inquiry to Move In - the conversion of Inquiries to Move Ins for your Paid marketing.
  • Unpaid Inquiry to Move In - the conversion of Inquiries to Move Ins for your Unpaid marketing.
  • Unpaid Inquiry to Tour - the conversion of Inquiries to Tours for your Unpaid marketing.
  • Paid Inquiry to Tour - the conversion of Inquiries to Tours for your Paid marketing.
  • Annual Move In Goal - the yearly Move In goal for your community.
  • Move Ins - the count of Move In activities marked with the red suitcase sales stage icon red_briefcase.png.
  • Move Ins Needed - the number of Move Ins need after subtracting Move Ins from your Annual Move In Goal.

Source Move Ins table

Source_Move_Ins_table.png

Total Move Ins broken out by Market Source Master Types.

Columns

  • Community Abbreviation - the abbreviation for your community.
  • Ad MI - the count of Move In activities marked with the red suitcase sales stage icon red_briefcase.png for the Market Source Master Type of Print Advertising.
  • Internet Ads MI - the count of Move In activities marked with the red suitcase sales stage icon red_briefcase.png for the Market Source Master Type of Internet Advertising.
  • Media MI - the count of Move In activities marked with the red suitcase sales stage icon red_briefcase.png for the Market Source Master Type of Media.
  • Web MI - the count of Move In activities marked with the red suitcase sales stage icon red_briefcase.png for the Market Source Master Type of Website/Social Media.
  • Direct Mail MI - the count of Move In activities marked with the red suitcase sales stage icon red_briefcase.png for the Market Source Master Type of Direct Mail.
  • Event MI - the count of Move In activities marked with the red suitcase sales stage icon red_briefcase.png for the Market Source Master Type of Event.
  • Signage MI - the count of Move In activities marked with the red suitcase sales stage icon red_briefcase.png for the Market Source Master Type of Signage.
  • Knowledge MI - the count of Move In activities marked with the red suitcase sales stage icon red_briefcase.png for the Market Source Master Type of Community Knowledge.
  • Agency MI - the count of Move In activities marked with the red suitcase sales stage icon red_briefcase.png for the Market Source Master Type of Agency.
  • Online Directory MI - the count of Move In activities marked with the red suitcase sales stage icon red_briefcase.png for the Market Source Master Type of Online Directory.
  • Other MI - the count of Move In activities marked with the red suitcase sales stage icon red_briefcase.png for the Market Source Master Type of Other.
  • Total Source Move Ins - the total number of Move In activities marked with the red suitcase sales stage icon red_briefcase.png for the Market Source Master Types of Print Advertising, Internet Advertising, Media, Website/Social Media, Direct Mail, Event, Signage, Community Knowledge, Agency, and Other.

Referral Source Move Ins table

Referral_Source_move_Ins_table.png

A summary of Move Ins broken out by Referral Sources.

Columns

  • Community Abbreviation - the abbreviation for your community.
  • Family/Friends MI - the count of Move In activities marked with the red suitcase sales stage icon red_briefcase.png for the Market Source Master Type of Family/Friends Referrals.
  • Residents MI - the count of Move In activities marked with the red suitcase sales stage icon red_briefcase.png for the Market Source Master Type of Resident Referrals.
  • Staff MI - the count of Move In activities marked with the red suitcase sales stage icon red_briefcase.png for the Market Source Master Type of Staff Referrals.
  • Professional MI - the count of Move In activities marked with the red suitcase sales stage icon red_briefcase.png for the Market Source Master Type of Professional Referrals.
  • Competitor MI - the count of Move In activities marked with the red suitcase sales stage icon red_briefcase.png for the Market Source Master Type of Competitor Referrals.
  • Total Referral Move Ins - the total number of Move In activities marked with the red suitcase sales stage icon red_briefcase.png for the Market Source Master Types of Family/Friends ReferralsResident Referrals, Staff Referrals, Professional Referrals, and Competitor Referrals.

Total Move Ins donut chart

total_move_ins_donut_chart.png

The total number of Move Ins by Referral Move Ins and Source Move Ins.

Data Points

  • Total Referral Move Ins (Gold) - the total number of Move In activities marked with the red suitcase sales stage icon red_briefcase.png for the Market Source Master Types of Family/Friends ReferralsResident Referrals, Staff Referrals, Professional Referrals, and Competitor Referrals.
  • Total Source Move Ins (Red) - the total number of Move In activities marked with the red suitcase sales stage icon red_briefcase.png for the Market Source Master Types of Print Advertising, Internet Advertising, Media, Website/Social Media, Direct Mail, Event, Signage, Community Knowledge, Agency, and Other.

Portfolio_Source_analysis_full_page.png

Portfolio Source Analysis full page view


Monthly Source Summary

An overview of your marketing efforts by Market Source master types shown month over month.

Filters

Community Name, Date, Is Year to Date, Current Year or Prior Year

Visualizations

Advertising and Media table

Advertising_and_Media_table_month_over_month.png

Inquiries and their Move In conversion for Advertising and Media month over month.

Columns

  • Month - the completed month of the activities.
  • Ad - the total number of inquiries for the Market Source Master Type of Print Advertising.
  • Media - the total number of inquiries for the Market Source Master Type of Media.
  • Ad Inquiry to Move In - the conversion of Inquiries to Move Ins for the Market Source Master Types of Print Advertising and Media.

Internet and Website table

Internet_and_Website_table_month_over_month.png

Inquiries and their Move In conversion for Internet and Websites month over month.

Columns

  • Month - the completed month of the activities.
  • Internet Ads - the total number of inquiries for the Market Source Master Type of Internet Advertising.
  • Web - the total number of inquiries for the Market Source Master Type of Website/Social Media.
  • Web Inquiry to Move In - the conversion of Inquiries to Move Ins for the Market Source Master Types of Internet Advertising and Website/Social Media.

Unpaid Referrals table

Unpaid_Referrals_table_month_over_month.png

Inquiries and their Move In conversion for unpaid referrals month over month.

Columns

  • Month - the completed month of the activities.
  • Staff - the total number of inquiries for the Market Source Master Type of Staff Referrals.
  • Residents - the total number of inquiries for the Market Source Master Type of Resident Referrals.
  • Professional - the total number of inquiries for the Market Source Master Type of Professional Referrals.
  • Competitor - the total number of inquiries for the Market Source Master Type of Competitor Referrals.
  • Family/Friends - the total number of inquiries for the Market Source Master Type of Family/Friends Referrals.
  • Unpaid Ref Inquiry to Move In - the conversion of Inquiries to Move Ins for the Market Source Master Types of Staff Referrals, Resident Referrals, Professional Referrals, Competitor Referrals, and Family/Friends Referrals.

Inquiry and Move In conversion card

Inquiry_and_Move_In_Card.png

Conversions for Market Source Master Types

Card Items

  • Ad Inquiry to Move In - the conversion of Inquiries to Move Ins for the Market Source Master Type of Print Advertising.
  • Direct/Event Inquiry to Move In - the conversion of Inquiries to Move Ins for the Market Source Master Types of Direct Mail and Event.
  • Other Inquiry to Move In - the conversion of Inquiries to Move Ins for the Market Source Master Type of Other.
  • Paid Referral Inquiry to Move In - the conversion of Inquiries to Move Ins for the Market Source Master Types of Agency and Online Directory.
  • Unpaid Ref Inquiry to Move In - the conversion of Inquiries to Move Ins for the Market Source Master Types of Professional Referrals, Competitor Referrals, Family/Friends Referrals, Staff Referrals, and Resident Referrals.
  • Web Inquiry to Move In - the conversion of Inquiries to Move Ins for the Market Source Master Types of Internet Advertising and Website/Social Media.

Direct Mail and Events table

Direct_Mail_and_Events_table_month_over_month.png

Inquiries and their Move In conversion for Direct Mails and Events month over month.

Columns

  • Month - the completed month of the activities.
  • Direct Mail - the total number of Inquiries for the Market Source Master Type of Direct Mail.
  • Event - the total number of Inquiries for the Market Source Master Type of Event.
  • Direct/Event Inquiry to Move In - the conversion of Inquiries to Move Ins for the Market Source Master Types of Direct Mail and Event.

Other Sources table

Other_sources_table_month_over_month.png

Inquiries and their Move In conversion for Signage, Other, and Community Knowledge month over month.

Columns

  • Month - the completed month of the activities.
  • Signage - the total number of Inquiries for the Market Source Master Type of Signage.
  • Other - the total number of Inquiries for the Market Source Master Type of Other.
  • Knowledge - the total number of Inquiries for the Market Source Master Type of Community Knowledge.
  • Other Inquiry to Move In - the conversion of Inquiries to Move Ins for the Market Source Master Types of Signage, Other, and Community Knowledge.

Paid Referrals table

Paid_Referrals_table_month_over_month.png

Inquiries and their Move In conversion for paid referrals month over month.

Columns

  • Month - the completed month of the activities.
  • Agency - the total number of Inquiries for the Market Source Master Type of Agency.
  • Online Directory - the total number of Inquiries for the Market Source Master Type of Online Directory.
  • Paid Referral Inquiry to Move In - the conversion of Inquiries to Move Ins for the Market Source Master Types of Agency and Online Directory.

Monthly_Source_summary_full_page.png

Monthly Source Summary full page view


Referral Source Summary

An overview of Referral Sources and their activity.

Filters

Category, Community Name, Date, Is Year to Date, Current Year or Prior Year

Visualizations

Referral Summary table

Referral_Summary_table.png

Referral Individuals, their associated company, and activities with conversion.

Columns

  • Category - the referrals source's classification or line of work.
  • Individual Full Name - the referral source's full name
  • Company/Organization - the company or organization the referral source works for/with.
  • Referral Appointments - the count of activities with the Activity Master Type of Outreach Appointment.
  • Referral Calls - the count of activities with the Activity Master Type of Outreach Call In and Outreach Call Out.
  • Inquiries from Referrals - the count of Inquiry activities marked with the red question mark sales stage icon red_question_mark.png for individuals with a relationship to a Referral Source.
  • Tours from Referrals - the count of Tour activities marked with the red clock sales stage icon red_clock.png for individuals with a relationship to a Referral Source.
  • Referral Inquiry to Tours - the conversion of Inquiries to Tours for individuals with a relationship to a Referral Source.
  • Deposits from Referrals - the count of Deposit activities marked with the red currency sales stage icon dolla_bill.png for individuals with a relationship to a Referral Source.
  • Move Ins from Referrals - the count of Move In activities marked with the red suitcase sales stage icon red_briefcase.png for individuals with a relationship to a Referral Source.
  • Referral Inquiry to Move In - the conversion of Inquiries to Move Ins for individuals with a relationship to a Referral Source.

Top Referral Individuals table

Top_Referral_Individuals_table.png

The top referring sources for your community by Referral Individual.

Columns

  • Individual Full Name - the referral source's full name.
  • Company/Organization - the company or organization the referral source works for/with.
  • Inquiries from Referrals - the count of Inquiry activities marked with the red question mark sales stage icon red_question_mark.png for individuals with a relationship to a Referral Source.
  • Move Ins from Referrals - the count of Move In activities marked with the red suitcase sales stage icon red_briefcase.png for individuals with a relationship to a Referral Source.
  • Referral Inquiry to Move In - the conversion of Inquiries to Move Ins for individuals with a relationship to a Referral Source.

Top Referral Companies table

Top_Referral_Companies_table.png

The top referring sources for your community by Referral Company/Organization.

Columns

  • Company/Organization - the name of the Referral Company or Organization.
  • Inquiries from Referrals - the count of Inquiry activities marked with the red question mark sales stage icon red_question_mark.png for individuals with a relationship to a Referral Source that works for/with the specified company or organization.
  • Move Ins from Referrals - the count of Move In activities marked with the red suitcase sales stage icon red_briefcase.png for individuals with a relationship to a Referral Source that works for/with the specified company or organization.
  • Referral Inquiry to Move In - the conversion of Inquiries to Move Ins for individuals with a relationship to a Referral Source that works for/with the specified company or organization.

Referral_Source_Summary_full_page.png

Referral Source Summary full page view


Campaign Performance

An overview of campaigns and their conversions.

Filters

Campaign Type, Community Name, Date, Is Year to Date, Current Year or Prior Year

Visualizations

Top 10 Campaigns (Based on Move Ins) table

Top_10_Campaigns_based_on_move_ins_table.png

The top campaigns for your community based on the number of Move Ins.

Columns

  • Campaign Name - the name of the campaign.
  • Campaign Type - the type of campaign.
  • Campaign Start Date - the date the campaign started.
  • Attended - the number of individuals that attended the campaign.
  • Invited - the number of individuals that were invited to the campaign.
  • Responded - the number of invited individuals that responded.
  • Attendee Move Ins - the count of Move In activities marked with the red brief case icon red_briefcase.png for an individual that attended the specified campaign.
  • Attend to Move In % - the percentage of individuals that attend a campaign and then Move In.
  • Budget Amount - the amount of money budgeted for the campaign.
  • Actual Spend - the actual amount of money spent on the campaign.
  • Cost per Attendee - the Actual Spend divided by the number of attendees.
  • Cost per Move In - the Actual Spend divided by the number of Attendee Move Ins.

Top 10 Attended Campaigns table

Top_10_Attended_Campaigns_table.png

The top 10 most attended campaigns for your community.

Columns

  • Campaign Name - the name of the campaign.
  • Campaign Type - the type of campaign.
  • Campaign Start Date - the date the campaign started.
  • Attended - the number of individuals that attended the campaign.
  • Invited - the number of individuals that were invited to the campaign.
  • Responded - the number of invited individuals that responded.
  • Attendee Move Ins - the count of Move In activities marked with the red suitcase icon red_briefcase.png for an individual that attended the specified campaign.
  • Attend to Move In % - the percentage of individuals that attend a campaign and then Move In.
  • Budget Amount - the amount of money budgeted for the campaign.
  • Actual Spend - the actual amount of money spent on the campaign.
  • Cost per Attendee - the Actual Spend divided by the number of attendees.
  • Cost per Move In - the Actual Spend divided by the number of Attendee Move Ins.

Campaign_Performance_full_page.png

Campaign Performance full page view


Source Performance Dashboard

An overview of conversions by Market Source Master Types.

Filters

Care (Individual), Community Name, Date, Is Year to Date, Current Year or Prior Year

Visualizations

Inquiry to Move In conversion gauges

Source_performance_dashboard_gauges.png

Inquiry to Move In conversions based on various Market Source Master Types and Paid or Unpaid Referrals.

Gauges

  • Advertising Inquiry to Move In - the conversion of Inquiries to Move Ins for the Market Source Master Type of Print Advertising.
  • Direct Mail/Event Inquiry to Move In - the conversion of Inquiries to Move Ins for the Market Source Master Types of Direct Mail and Event.
  • Website Inquiry to Move In - the conversion of Inquiries to Move Ins for the Market Source Master Type of Internet Advertising and Website/Social Media.
  • Other Inquiry to Move In - the conversion of Inquiries to Move Ins for the Market Source Master Type of Other.
  • Paid Referral Inquiry to Move In - the conversion of Inquiries to Move Ins for the Market Source Master Types of Agency and Online Directory.
  • Unpaid Referral to Inquiry to Move In - the conversion of Inquiries to Move Ins for the Market Source Master Types of Professional Referrals, Competitor Referrals, Family/Friends Referrals, Staff Referrals, and Resident Referrals.

Paid and Unpaid Inquiry to Move In card

Unpaid_and_Paid_Inquiry_to_move_In_card.png

Inquiry to Move In conversion based on Paid and Unpaid marketing.

Card Items

  • Unpaid Inquiry to Move In - the conversion of Inquiries to Move Ins for the Market Source Master Types of Staff Referrals, Professional Referrals, Family/Friends Referrals, Resident Referrals, Competitor Referrals, Signage, Community Knowledge, and Other.
  • Paid Inquiry to Move In - the conversion of Inquiries to Move Ins for the Market Source Master Types of Event, Agency, Internet Advertising, Advertising, Direct Mail, Signage, Online Directory, Media, and Website/Social Media.

Inquiry to Tours by Market Source Master bar graph

Inquiry_to_tours_by_market_source_master_bar_graph.png

The conversion of Inquiries to Tours broken out by Market Source Master Types.

Inquiry to Move In by Market Source Master bar graph

Inquiry_to_Move_In_by_market_source_master_bar_graph.png

The conversion of Inquiries to Move Ins broken out by Market Source Master Types.

Inquiries by Market Source Master bar graph

Inquiries_by_market_source_master_bar_graph.png

The count of Inquiry activities marked with the red question mark sales stage icon red_question_mark.png broken out by Market Source Master Types.

Source_Performance_Dashboard_full_page.png

Source Performance Dashboard full page view


Source Detail

A detailed view of Inquiry, Tours, Move Ins, and conversions by Market Source Master Types and Market Sources.

Filters

Market Source Master, Community Name, Date, Is Year to Date, Current Year or Prior Year

Visualizations

Inquiry by Market Source Master donut chart

Inquiry_by_Market_Source_Master_donut_chart.png

The count of Inquiry activities marked with the red question mark sales stage icon red_question_mark.png by Market Source Master Type with the total number of Inquiries in the center.

Move Ins by Market Source Master

Move_Ins_by_Market_Source_Master_donut_chart.png

The count of Move In activities marked with the red suitcase sales stage icon red_briefcase.png by Market Source Master Type with the total number of Move Ins in the center.

Market Source Detail table

Full_Market_Source_list_detail_table.png

A list of your community's market sources with sale stages and conversion.

Columns

  • Market Source - the market sources for your community.
  • Inquiry - The count of Inquiry activities marked with the red question mark sales stage icon red_question_mark.png for the specified Market Source.
  • First Tours - the count of Tour activities marked with the red clock sales stage icon red_clock.png for the specified Market Source.
  • Inquiry to Tours - the conversion of Inquiries to First Tours for the specified market source.
  • Move Ins - the count of Move In activities marked with the red suitcase sales stage icon red_briefcase.png for the specified Market Source.
  • Tour to Move In - the conversion of First Tours to Move Ins for the specified market source.
  • Inquiry to Move In - the conversion of Inquiries to Move Ins for the specified market source.

Source_Detail_full_page.png

Source Detail full page view


Source Trend

An Inquiry trend by Month for each Market Source Master.

Filters

Market Source Master, Community Name, Date, Is Year to Date, Current Year or Prior Year

Visualizations

Inquiry by Month and Market Source Master line graph

Inquiry_by_month_and_market_source_master_line_graph.png

A month over month trend Inquiry trend for each Market Source Master Type.

Source_Trend_full_page.png

Source Trend full page view

Not sure how to filter your data or why some data looks the way it does? Visit our Help Center Article HERE to learn about the different filters and visuals.

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