New Reporting: Contacts Performance

The new Contacts Performance Report offers aggregated data on contacts and insights into the tags, or sources applied to them.

Tagging is a quick and flexibile method to add information to contacts without needing to create additional fields in your Student Information System (SIS).

Examples of tags include secondary touches or sources for prospective students, such as event registrations and attendance, as well as lead sources from digital advertising.

With the new Contacts Performance Report, you will be able to:

• View Contact Performance by tag

• View percentage growth for Contacts over a period of time

• View the top five tags over a period of time

• Export your data into a PDF

Key Features

• Overview Metrics

  Quickly view active and inactive contacts at a glance, along with growth indicators to track changes over time.

• Advanced Filters

  Adjust your view using filters for tags and date ranges to target specific audience segments.

• Contact Trends Graph

  To analyze engagement trends, visualize contact activity over time, comparing total, active, and inactive contacts.

• Tag Section

  Analyze the contact numbers and growth rates of your top tags to understand which tags are moving students through the enrollment funnel.

Benefits

• Data-driven decision making

  Utilize comprehensive data to make informed decisions regarding marketing strategies, audience segmentation, and content targeting.

• Optimized tag utilization 

  Identify the most effective tags for segmenting and engaging your prospective students, which will help refine your tagging strategy.

• Customizable reporting

  Tailor your report view with advanced filters and date ranges to focus on the most relevant data for your goals.

• Actionable growth insights

  Identify growth opportunities by analyzing contact activity and growth rates across different tags.

Access the Contacts Performance Report in the left panel by clicking Reports, then Contacts, and then Contacts Performance.