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Referral Reports
Referral - Members Who Referred New Members and Referral - Leads That Joined
These reports will show you which new members were referred by an existing member as well as which existing members have referred new leads and/or new members.
Referral - Members Who Referred New Members
This Referral report lists each new member, how many referrals they gave and how many of their referrals have signed up.
Business Value: Use this data to run a referral campaign or reward members that bring you multiple new memberships.
To Access the Referral - Members Who Referred New Members Report:
- Select the Reports tab
- Select the Live Reports
- Find the Referral - Members Who Referred New Members report and click View Report
- Select the report month
- Choose a report format (PDF or CSV). The default format is PDF
Referral - Leads That Joined
The Referral - Leads That Joined report, lists each referral who signed up, and how long it took to get them signed up.
Business Value: How good is your staff at getting referral leads from members and turning them into new members? How long does it usually take for a referral lead to join? If many join within a few days and you have a Day 2 phone call in your Agenda to a referral lead, you should really try to book a club tour from that phone call.
To Access the Referral - Leads That Joined Report:
- Select the Reports tab
- Select Live Reports
- Find the Referral - Leads That Joined report
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- Click View Report
- Select the report month
- Choose a report format (PDF or CSV). The default format is PDF
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Referred Members (CSV)
The Referred Members report lists each referral who joined during the date range selected and who referred them.
Business Value: Use this data to run a referral campaign or reward members that bring you multiple new memberships. The report also contains all contact page data and subscription preferences.
To Access the Referred Members (CSV) Report:
- Select the Reports tab
- Select Live Reports
- Find the Referred Members (CSV) report
- Click View Report
- Select the report time span
- This report is csv format