Marketing: where your clients come from

Marketing helps you see where your clients come from: Instagram, a friend's recommendation, your signage or an ad. Here you keep the list of sources, and each client's card records which source brought them. The numbers by source, that is how many new clients and how much money each channel brings, are in Analytics. They show which channel to invest more in and which one isn't worth the budget.

The list of sources

A new studio starts with a list of typical sources: Instagram, Facebook, Telegram, Maps, Website and search, Friend referral, Signage, Advertising and Other. You can rename them, delete the ones you don't need and add your own, for example "School flyers" or "Local magazine".

For each source you see:

• New in 30 days - how many clients with this source were added in the last 30 days;
• Total clients - how many clients with this source are in your base now.

Below the list you see how many clients have no source set. The fewer there are, the more accurate the numbers in Analytics.

How to add a source

1. Open the form

   Click Add source in the top right corner.

2. Enter a name

   Name the source the way your front desk will pick it: "Instagram", "Flyers", "Influencer ad". Names must be unique.

3. Save

   Click Save. The source shows up right away in the Source field on the client's card.

Use the arrows to the left of a name to change the order. The client's drop-down list follows the same order, so keep the common ones on top.

Rename, archive, delete

The three-dot menu next to a source lets you:

• Rename it - the new name shows on every client and in reports right away;
• Archive it - the source is no longer offered for new clients but stays on the clients who already have it and in Analytics. Archived sources are listed at the bottom of the page, and you can Restore them;
• Delete it - only when no client has it. If some do, Abonio offers to archive it instead so the history isn't lost.

How to record a client's source

The client's card has a Source field with your list of sources and a Details field: who referred them, which promo or which flyer. Both are optional, but it is best to fill them in when you add the client, while they still remember how they found you. More about the client's card in Clients.

Where to see the results

Analytics has a Client sources table. For the chosen period it shows, per source:

• New - how many clients were added;
• Paid - how many of them have already paid money at least once, and the Conversion as a percentage;
• Revenue - all payments in the period from clients of this source, long-standing ones included.

For example, if Instagram brought 20 people and three paid, while referrals brought 5 and all of them paid, referrals work better: a bonus for bringing a friend may be worth it.

You can also find clients by source in the client list (the Source filter) and in Data & Reports: the "Clients" module has a Source column and filter.