Overview
Important
This is only available to those who have CMS and have Finalsite Leadflow enabled in their EMS and CMS sites. If you have CMS and would like to enable this, please contact support.
You can read more about this here, in the article: Finalsite Leadflow.
The Leads Report is a built-in report under Search & Reports > Admissions Reports > Leads.
Understanding the Leads Report
This report shows each Lead Source*, the number of Leads, and the number of students generated from the lead form (including any added siblings), separated by workflow.
It can be valuable for monitoring the performance of your CMS forms, such as tracking the number of applicants or enrolled students it's generated. Additionally, it can help you assess the effectiveness of your nurture campaign linked to these forms.
*The Lead Source is the name of the form in CMS.
Date Range Filter
Use the Date Range filter to filter the report by one of the pre-built options or, use Custom to create your own custom date range.
Columns Within the Report:
- Leads Source: The CMS form name.
- Lead: The number of parents created by the form.
- Prospect through Enrollment: The number of students tied to that lead in any of those statuses including any siblings added to the initial student.
As a student progresses in the workflow, the report will update to move them into whatever new workflow they have progressed to.
Example
Take a look at CMS form Lead Gen - Parent and Student. Here is a breakdown of the data from that form:
- 8 Leads (parents records with at least a name and email)
- The following students were brought in with those leads:
- 6 Prospects
- 1 student that is now an Applicant
- 1 student that is now in the Enrollment workflow
- The following students were brought in with those leads:
If one of the 6 Prospects were to become an Applicant, the report would automatically update to reflect that, showing 5 Prospects and 2 Applicants.
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