Intro offer reports

Intro offer reports help you understand how well your new-client offer converts to long-term memberships.

Intro Offer Sales

All intro offer purchases with conversion data.

Columns: Creation date, client, email, amount, expiration date, description, converted (yes/no), total bookings, is active, other purchases.

Key column — Converted: Whether the client purchased a membership or subscription after buying the intro offer. Use this to identify clients who bought the intro but haven't converted yet.

Active Intro Offers

Clients with a currently active intro offer (not yet expired or fully used).

Columns: Same as Intro Offer Sales plus expiration date.

Use case: This is your conversion opportunity list — active intro offer holders are warm leads. Export this list and use it as a broadcast audience for a membership upsell.

Expired Intro Offers

Clients whose intro offer has expired — whether they converted or not.

Columns: Creation date, client, email, amount, description, converted (yes/no), total bookings, is active, other purchases.

Use case: Filter for "converted: no" to see unconverted expired offers — these clients are gone but might respond to a win-back campaign.

Intro Offer Conversion

Aggregated view of conversion performance per intro offer.

Columns: Offering name, total sales, units sold, total converted, % converted.

Use case: If your intro offer conversion rate is below 30-40%, look at:

• Whether the intro offer price is attracting the right clients
• Whether your follow-up sequence is strong enough (see pre-made automations)
• How many classes intro offer buyers attend before their offer expires