Note: Lofty is rolling out in stages. Depending on the version your account is on, some features or screens described in this article may look different or may not yet be available to you.
Introduction
The Marketing report shows where your leads come from and how they behave — which sources produce leads, how your site is performing, and what activity those leads generate. Use it to judge which marketing channels are worth the spend.
Opening the Marketing Report
- In the left menu, go to Reporting → Marketing.
The report opens on the Source view, with Site Traffic and Activities views listed on the left.
Working with Source Reports
The Source view lists your saved source reports in a table with Name, Timeframe, Created By, and Last Modified columns. Lofty includes a Default Source Report set to This Year.
- Click Create Source Report to build a new one.
- Open any saved report from the table to view its breakdown of leads by source.
Reviewing Site Traffic and Activities
- Site Traffic reports on visits and behavior across your Lofty website.
- Activities reports on the actions leads take (searches, views, saves, and more).
Questions?
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at support@lofty.com, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.
Comments
0 comments
Please sign in to leave a comment.