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
- Click View Report
- Select the report month
- Choose a report format (PDF or CSV). The default format is PDF
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 Referral - Leads That Joined 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