A 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.
Filter by Date
The default date range is of the current year.
Filter by Branch dropdown
The branch displays the current logged-in user’s branch permissions and allows them to check at a per branch basis, or against multiple branch selections at a time.
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.
The Totals row contains the aggregated data of the respective columns.
Columns Displayed by Default | ||
Column Name | Column Filter Type | Description |
Marketing Channel | Multi+search | The marketing channel of the campaign listed; matches the marketing channel field on the Campaign page |
New Lead | Multi+search | Number of leads in the New Lead status associated with the specific campaign |
Campaign Name | Multi+search | 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 | Number | Total leads present in the campaign assigned to a particular user |
Total Calls | Number | Total calls made for all leads in the campaign assigned to a particular user |
Contact Rate | Number | Percentage of total leads contacted by the user (Contacted/Total Leads) |
Cost/Lead | Number | The cost per lead (for both fixed and variable marketing campaigns) as defined in the campaign’s cost calculation fields |
Cost/Lock | Number | Total loan leads |
Cost/Submission | Number | Total loan amount generated per submitted lead |
Cost/Funding | Number | The total loan amount generated per funded lead |
Response Rate | Number | The percent of Prospects that turned into Leads (Applications) (Total Leads/Number of Prospects) |
Additional Columns that Can Be Added (Hidden by Default) | ||
Column Name | Column Filter Type | Description |
Lead Vendor | Multi+search | Lead vendor of the campaign as mentioned on the Campaign Details page |
Start Date | Date+time | Start date of campaign as mentioned on the Campaign Details page |
Number of Prospects | Number | Number of prospects posted to the campaign |
Conversion Rate | Number | Percentage of leads converted from prospects to applications |
Campaign Cost | Number | The total loan amount generated per campaign |
Cost/Call | Number | The total loan amount generated per call |
Calls/Prospects | Number | Total number of calls made per prospect |
Credit Transfer | Number | 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 | Number | Based on Library Field (Rate Locked Date) and automatically increments if this becomes populated. |
Lock/Transfer | Number | 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. |
Navigate to Marketing Report under the inSight tab.
Click the Excel Export button. The button is visible to users with export permission within inSight.
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.