Revenue by SMS Partial Reservation Follow Up Report

Report Overview 📜

This report directly measures the financial success of the automated Partial Reservation SMS Follow-Up feature. It identifies customers who received a follow-up text and subsequently created a booking, allowing you to quantify the revenue recovered by this tool.

The report works by finding all follow-up messages sent within your date range and then matching them to any bookings created by the same phone number within 14 days of the message being sent.

Attribution Note: To ensure accuracy and prevent double-counting, if a customer receives multiple follow-up texts in the same month before booking, only the most recent message will be credited with the conversion.

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Key Metrics & Columns Explained 📊

The report provides a complete view of the SMS message and the resulting booking. For a precise definition of any column, simply click on the column name to access the glossary.

SMS & Client Details

• Company Name
• Client Name
• Podium Conversation URL (A direct link to the SMS thread)
• Date Sent
• Phone
• Message

Conversion & Performance Details

• Booking Created Date
• Days (Days between SMS sent and booking created)
• Created By
• Appointment Date
• Booking Status

Revenue Metrics

• Booked Revenue
• Total Revenue

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Ideas on How to Use This Report 💡

This report is designed to give you clear, actionable insights into the effectiveness of your abandoned cart strategy.

• Calculate the ROI of Your Automated Follow-Ups The most direct way to use this report is to sum the Total Revenue column. This figure represents the total amount of revenue recovered directly from this automated feature, providing a clear return on investment.
• Analyze Conversion Speed The Days column shows you how long it takes for a customer to book after receiving the follow-up text. Analyze this to understand customer behavior—do they act immediately, or do they book a few days later? This can help you appreciate the long-tail value of the reminder.
• Review the Customer Journey Use the unique Podium Conversation URL to jump directly into the text message thread with the customer. This allows you to see if they replied to the automated message, asked questions, or simply used it as a reminder to complete their booking, providing valuable qualitative insight.
• Assess Message Effectiveness Review the Message text for your successful conversions. If you update your SMS template in the Message Center, you can run this report for periods before and after the change to compare the Total Revenue and see which message is more effective at driving conversions.