{"id":1253,"date":"2024-11-23T04:58:00","date_gmt":"2024-11-23T04:58:00","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/4904001751453-promotions-report\/"},"modified":"2026-04-02T11:22:11","modified_gmt":"2026-04-02T11:22:11","password":"","slug":"4904001751453-promotions-report","status":"publish","type":"docs","link":"https:\/\/alteg.io\/en\/support\/knowledge-base\/4904001751453-promotions-report\/","title":{"rendered":"Promotions Effectiveness Report"},"content":{"rendered":"\n<p>With this report, you can analyze how promotions are performing for a specific branch and, if needed, adjust the settings. The report helps you understand how many new clients a promotion attracts and how many of them become repeat customers.<\/p>\n\n\n\n<p>You can also analyze whether it\u2019s possible to re-engage existing clients who haven\u2019t visited the branch for a long time.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Working with the report<\/h2>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>To use the report, you must have access rights to the <strong>Analytics<\/strong> section. Read more about this in the<strong> <a href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/4847265161245-billing-analytics-and-sms-mailings-access-rights\/\">article.<\/a><\/strong><\/p>\n<\/blockquote>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to <strong>Administration<\/strong> mode, <strong>Analytical Reports <\/strong><strong>> All reports > Marketing>  Promotions<\/strong> in the main menu.<\/li>\n<\/ol>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d641ed5bef8&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d641ed5bef8\" class=\"wp-block-image size-full wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"930\" height=\"750\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-04-02-at-15.14.21.avif\" alt=\"\" class=\"wp-image-317023\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-04-02-at-15.14.21.avif 930w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-04-02-at-15.14.21-300x242.avif 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-04-02-at-15.14.21-768x619.avif 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-04-02-at-15.14.21-360x290.avif 360w\" sizes=\"auto, (max-width: 930px) 100vw, 930px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Select the promotion type.<\/li>\n\n\n\n<li>Set the <strong>promotion period<\/strong> you want to analyze.<br>In the <strong>Clients <\/strong>section, you will see new and repeat clients who came via the promotion during the selected period.<br><\/li>\n<\/ol>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d641ed5c6f9&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d641ed5c6f9\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"552\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-12-at-16.45.25-1024x552.png\" alt=\"\" class=\"wp-image-247300\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-12-at-16.45.25-1024x552.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-12-at-16.45.25-300x162.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-12-at-16.45.25-768x414.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-12-at-16.45.25-1536x828.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-12-at-16.45.25-2048x1104.png 2048w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-12-at-16.45.25-360x194.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-12-at-16.45.25-1568x845.png 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>You can export the list of clients who did not return by clicking <strong>Export to Excel<\/strong>.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>To export the file, you need the access right <strong>Show phone numbers and emails in the client list<\/strong>.<br>Read more about access rights in the <strong><a href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/4847183574045-client-database-access-rights\/\">article<\/a>.<\/strong><\/p>\n<\/blockquote>\n\n\n\n<p>The exported file will include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Client name<\/li>\n\n\n\n<li>Phone<\/li>\n\n\n\n<li>Email<\/li>\n\n\n\n<li>Registration date<\/li>\n\n\n\n<li>Date of last visit<\/li>\n\n\n\n<li>Total paid via the promotion<\/li>\n\n\n\n<li>Personal account balance<\/li>\n<\/ul>\n\n\n\n<p>In the <strong>Earnings<\/strong> section, you will see revenue from clients who made visits and purchased items using the analyzed promotion, as well as the total revenue these clients generated for the location during any subsequent return visits.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d641ed5cf2a&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d641ed5cf2a\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"304\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-12-at-16.58.51-1024x304.png\" alt=\"\" class=\"wp-image-247360\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-12-at-16.58.51-1024x304.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-12-at-16.58.51-300x89.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-12-at-16.58.51-768x228.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-12-at-16.58.51-1536x456.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-12-at-16.58.51-2048x609.png 2048w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-12-at-16.58.51-360x107.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-12-at-16.58.51-1568x466.png 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>In the <strong>Team member effectiveness <\/strong>section, you will see how many clients received services via the promotion from each professional, and how many of those clients returned to the location again.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d641ed5d5c1&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d641ed5d5c1\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"752\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-12-at-16.59.27-1024x752.png\" alt=\"\" class=\"wp-image-247378\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-12-at-16.59.27-1024x752.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-12-at-16.59.27-300x220.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-12-at-16.59.27-768x564.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-12-at-16.59.27-360x264.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-12-at-16.59.27.png 1354w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Technical details<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>At the moment, analytics is available only for the following promotion types: <strong>Fixed discount<\/strong>, <strong>Fixed cashback based on sold amount<\/strong>, <strong>Fixed cashback based on paid amount<\/strong>. Reports are not available yet for cumulative promotion types.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The first chart in the <strong>Number of clients<\/strong> section shows client visits to the branch \u2014 if one client visited twice during the selected period, the chart will show <strong>2 bars<\/strong>, but in the numbers on the right, the client will be counted as <strong>one<\/strong>.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>If a client, during a promotion visit, saw two specialists, the client will appear under both specialists in the <strong>Team performance<\/strong> table.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Revenue includes all financial transactions from visits or product sales.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Exporting the list of clients who did not return is available only if the user has the permission <strong>Show phone numbers and Emails in the client list<\/strong> in the <strong><a href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/4847183574045-client-database-access-rights\/\">All Clients<\/a><\/strong> permissions section. If the permission is not granted, the export feature in this report is not available.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>With this report, you can analyze how promotions are performing for a specific branch and, if needed, adjust the settings. The report helps you understand how many new clients a promotion attracts and how many of them become repeat customers. You can also analyze whether it\u2019s possible to re-engage existing clients who haven\u2019t visited the&hellip; <a class=\"more-link\" href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/4904001751453-promotions-report\/\">Continue reading <span class=\"screen-reader-text\">Promotions Effectiveness Report<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[90],"doc_tag":[1819,1789,1507,1252,1729,1372,1744,1357],"class_list":["post-1253","docs","type-docs","status-publish","hentry","doc_category-analytics-reports","doc_tag-analytical-reports-en","doc_tag-analytics-en","doc_tag-client-en","doc_tag-location-en","doc_tag-new-en","doc_tag-professional-en","doc_tag-returning-en","doc_tag-team-member-en","entry"],"aioseo_notices":[],"year_month":"2026-04","word_count":425,"total_views":"476","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"ivan.k","author_nicename":"altegio","author_url":"https:\/\/alteg.io\/en\/author\/altegio\/"},"doc_category_info":[{"term_name":"Analytics reports","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/categories\/analytics-reports\/"}],"doc_tag_info":[{"term_name":"Analytical Reports","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/analytical-reports-en\/"},{"term_name":"Analytics","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/analytics-en\/"},{"term_name":"Client","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/client-en\/"},{"term_name":"Location","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/location-en\/"},{"term_name":"New","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/new-en\/"},{"term_name":"Professional","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/professional-en\/"},{"term_name":"Returning","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/returning-en\/"},{"term_name":"Team Member","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/team-member-en\/"}],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1253","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/comments?post=1253"}],"version-history":[{"count":8,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1253\/revisions"}],"predecessor-version":[{"id":317041,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1253\/revisions\/317041"}],"wp:attachment":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/media?parent=1253"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_category?post=1253"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_tag?post=1253"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}