The Marketing Report displays applications based on campaigns. The applications displayed are determined using the Team/Agent dropdown. The calendar date range can also be specified. The report provides information about the efficiency and performance of a specific campaign.
Report Filters
Managers and administrators can run reports based on selected filters in specific fields.
How to Use the Report Filters
Enter the desired report parameters in the Date, Branch, Loan Purpose, Campaign, and Marketing Channel fields.
Click Run Report to view the report.
Description of the Report Filters
Field | Description |
|---|---|
Loan Purpose | Lists all of the loan purposes mapped within the organization by which the user can filter grid results based on the loan purpose associated with the application |
Property State | The state where the property is located |
Primary Agent | The agent that the lead is currently assigned to |
Date | Lists the date range options by which the manager/admin can filter grid results based on the duration in which the applications were created |
Branch | Lists all of the branch permissions of the logged-in user by which the user can filter grid results based on the primary branch of the application |
Columns
Certain columns in the Marketing Report are displayed by default. Additional columns may be added but are hidden by default. The columns can be ordered in ascending or descending order by clicking on the column header or selecting it in the column dropdown. Additionally, columns can be reordered by dragging the column header.
More statuses can be added/removed. The statuses displayed are configured according to each organization.
Column totals are listed at the bottom of the report.
Results can be grouped by column by dragging the desired column header above the column names.
The Totals row contains the aggregated data of the respective columns.
For more information about campaign data contained in the Marketing Report, see the Campaign article.
Columns Displayed by Default | |
Column Name | Description |
Marketing Channel | The marketing channel of the campaign listed; matches the marketing channel field on the Campaign page |
New Lead | Number of leads in the New Lead status associated with the specific campaign |
Campaign Name | Name of the campaign to which the lead belongs (all campaigns with the same user branch permissions as the logged in user will be displayed) |
Total Leads | Total leads present in the campaign assigned to a particular user |
Total Calls | Total calls made for all leads in the campaign assigned to a particular user |
Contact Rate | Percentage of total leads contacted by the user (Contacted/Total Leads) |
Cost/Lead | The cost per lead (for both fixed and variable marketing campaigns) as defined in the campaign’s cost calculation fields |
Cost/Lock | The total amount spent in the campaign divided by the number of leads that move into the Lock status (which is based on the Lock Date field) (Cost Per Lead x Number of Total Leads/Number of Locks) |
Cost/Submission | The total amount spent in the campaign divided by the number of leads submitted (Cost Per Lead x Number of Total Leads/Number of Submissions) |
Cost/Funding | The total amount spent in the campaign divided by the number of funded leads (Cost Per Lead x Number of Total Leads/Number of Funded) |
Response Rate | The percentage of prospects that turned into leads (applications) (Total Leads/Number of Prospects) |
Additional Columns that Can Be Added (Hidden by Default) | |
Column Name | Description |
Lead Vendor | Lead vendor of the campaign as mentioned on the Campaign Details page |
Start Date | Start date of campaign as mentioned on the Campaign Details page |
Number of Prospects | Number of prospects posted to the campaign |
Conversion Rate | Percentage of New Deals converted to New Leads To see the field that drives New Deals get with support or your Customer Success Manager |
Campaign Cost | The total loan amount generated per campaign |
Cost/Call | The total loan amount generated per call |
Calls/Prospects | Total number of calls made per prospect |
Credit Transfer | Allows the user to link specific organization statuses to the Transferred category. The count increments if the lead is moved into the status that is selected. |
Lock | Based on Library Field (Rate Locked Date) and automatically increments if this becomes populated. |
Lock/Transfer | Allows the user to link specific organization statuses to the Transferred category. Any lead moved into this status during the selected time frame would appear in the Marketing Report. |
Ability to Group by Column
The Referral Partner Report results can be grouped by column.
Select the column header that you would like to group the results by. In this example, we will use Primary Agent Name.
Drag the column by the column header into the row above.
This will now sort the results by Primary Agent Name.
See Creating a Partner: Web Application or Mobile Application. This will show you the fields associated with your Partners.
Functions of the Buttons on Marketing Report
Selecting to Export Current View of the Report
Navigate to Marketing Report under the inSight tab.
Click the Excel Export button. The button is visible to users with export permission within inSight.
Save/Load/Clear Grid Setting
Navigate to Marketing Report under the inSight tab.
Click Save to save the current setting of the report.
The Load button will now be highlighted.
Add one or more columns to the Report view.
Click the Save button again.
Click the Clear View button.
The setting will return to the previous setting before the view was saved.
Note: Clearing a setting is not static unless it is saved after clearing.
See the Save Report View article for more details.