Filtering and Reporting on Contacts

Module 5 of 8

Watch the complete video before proceeding to the quiz

Overview

Learn to filter contacts by source tags and measure the effectiveness of advertising campaigns.

Video Sections

00:00 - 00:30

Introduction to Filtering with GoPro Tag

The foundation of Victory Martial Arts' filtering system is the 'GoPro' tag, which is automatically applied to every lead from paid advertising campaigns. This distinguishes paid leads from organic leads and enables accurate ROI tracking.

00:30 - 00:59

Advanced Filtering: Combining Tags

Applying both 'GoPro' and 'Enrolled' tags shows only leads who came from ads AND successfully enrolled. Similarly, combining 'GoPro' and 'Booked Appointment' tags reveals the booking rate from advertising campaigns.

Learning Outcomes

Filter contacts by source tags

Combine multiple filter criteria to generate specific reports

Measure the effectiveness of advertising campaigns by tracking conversions

Key Takeaways

The 'GoPro' tag identifies all leads from paid advertising, enabling accurate ROI measurement

Combining multiple tags creates powerful filtered views that answer specific business questions

Regular filtering and reporting help identify trends and optimize marketing investments

Module Quiz

You need 80% to pass

1. What tag identifies leads that came from paid ads?

Paid Lead

Facebook Lead

GoPro

2. How can you see which leads from ads have enrolled?

Filter by 'GoPro' tag only

Filter by 'Enrolled' tag only

Combine 'GoPro' and 'Enrolled' tags in filter

You can't filter this way

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