This article will show you how to report on Order Sources, a feature for Box Office sales. Knowing where customers hear about your business is essential. It helps evaluate marketing effectiveness, gain customer insights, and fine-tune messages for different platforms. Customers' feedback on referral sources can guide future improvements.
If you're looking for how to set up Order Sources, read our guide on setting up marketing Order Sources for Box Office.
Important
We would recommend using Google Analytics as your primary way of tracking order sources. Although the Order Sources feature for Box Office is a great starting point, it can be inaccurate if users are clicking any option in order to proceed with the sale. This is why the Order Sources feature is only available at Box Office, and not online - when we tested this a while ago, the data returned from online orders was pretty unreliable!
If you're looking to report on non-digital sources like word of mouth, magazine, etc., another great way is to send out a Post-event Email Alert including a survey link that customers can complete if they wish to. This way, your data is likely to be more reliable.
Reporting on Order Sources
Let's look first at a general report and then one for a specific time period.
First, go to Reports > Your Reports.
Click Add New at the right-hand side and select Report.
1. Name the report.
2. Select the folder you want the report to be in.
3. For Report type select Line Item Facts.
4. Add an optional Description.
5. Click Save.
Next we need to add in the sources we want to report on.
1. Click Add New for a new filter.
2. Select the filter Heard about from the drop-down.
3. Tick the include icon for the Order Source(s) you want to report on.
4. Click the Save button in the bottom right-hand corner of the screen.
You can then breakdown the data using the Reporting Views.
Primarily, you will want to look at the Sources Reporting View. In here you will see a breakdown of orders, ticket quantity and revenue per source.
Downloading the report
When downloading a report you can choose what fields you would like to include.
1. Click on Configure Report and then the 3 dots beside it.
2. Select Download.
3. Select the fields you require such as Show name, Event date/time, Order total, etc.
4. Scroll down to Source and select Source Name.
5. You can now click Send via Email, or click the 3 dots beside this to Download CSV.
6. Once you have downloaded the report you can sort by Source name in Excel or Google Sheets.
From this example, we just selected Order number, Order total, Show Name, Event date/time and Source name.
Remember, when you download a Line Item Facts CSV, it will list a line per ticket sale and refund (or amendment), so you will need to check your data for amendments and refunds to make sure the ticket sales and revenue you are calculating is accurate.
Reporting on sale by Order Source over a time period
Now let's look at a source report during a set time period.
Go to Reports > Your Reports.
Click Add New at the right-hand side and select Report.
1. Name the report.
2. Select the folder you want the report to be in.
3. For Report type select Line Item Facts.
4. Add an optional Description.
5. Click Save.
1. Click Add New for a new filter.
2. Select the filter purchased on from the drop-down.
3. Select the date you want to be the start date of the report from the calendar and set the drop down above the calendar to is after or on.
4. Select the date you want to be the end date of the report from the calendar and set the drop down above the calendar to before or on.
5. Click the Save button in the bottom right-hand corner of the screen.
Then go to the Sources tab to look at sales attributed to each marketing source.
We can now download this report and edit the fields we want to include.
1. Click on Configure Report and then the 3 dots beside it.
2. Select Download.
3. Select the fields you require such as Show name, Event date/time, Order total, etc.
4. Scroll down to Source and select Source Name.
5. You can now click Send via Email, or click the 3 dots beside this to Download CSV.
6. Once you have downloaded the report you can sort by Source name in Excel or Google Sheets.
Ticketsolve Tip
You've got tons of fields to play with, so you can make your report perfect for whichever marketing requirements you need. Sort by Show to see all sources for one event, or by Source to get the big picture. Add in Opt-in email and include customer emails if you want to reach out to them. Get creative and customize your report just the way you like it!
Remember, when you download a Line Item Facts CSV, it will list a line per ticket sale and refund (or amendment), so you will need to check your data for amendments and refunds to make sure the ticket sales and revenue you are calculating is accurate.
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