You probably have some idea of where your contacts come from, but are you measuring your clients' origin in a structured way?
artcloud provides you with the tools you need to easily track, measure, and analyze the top sources for your customers. With this information, you'll be armed to double-down on the sources that are working well for your gallery and to understand where you're getting the most ROI for your efforts.
The key to successfully and accurately determining where your contacts come from is to record the origin of each and every new client, and then analyzing that data on a regular basis.
Step 1: Track the origin of new contacts
Each time you add a new contact, be sure to fill in the origin field in their record. The origin field works similarly to tags, so you can add and track multiple pieces of information.
Some commonly used origin data:
- art fairs
- website inbound leads
- referral + client name
Sample contact origin indicating art fair and year:
Step 2: Use the Top Contacts report to analyze where your best clients come from
Once you start tracking origin, you'll want to use the Top Contacts report to measure where your best customers come from over any given period of time.
First, choose the time period you want to analyze. Generally these kinds of trends are best analyzed over longer periods of time, such as the last 3 months, 6 months, or year, but you can choose the time period that makes the most sense.
Once you've selected the date range, use the Export button to download a CSV of your data. You'll want to download a CSV so that you can sort and filter your origin data.
Step 3: Sort and filter your CSV data according to origin
Once you've downloaded your CSV, use the sorting and filtering options available to group your data. You'll be able to immediately start seeing trends, and done consistently, you'll be surprised at how much your data can tell you!
If you need help figuring out what your data is telling you, just let us know!