The enhanced Membership Transactions Report provides detailed insights into your paid membership sales. This feature distinguishes between new purchases and auto-upgrades, includes payment codes, and provides detailed sales amounts for a comprehensive view of your revenue streams.
Key Benefits
Improved visibility into membership sales performance.
Clear differentiation between purchase types (new sales vs. auto-upgrades).
Access to granular details like payment codes and revenue amounts for better analysis.
Where to view the report?
Log in to your XM Admin Dashboard.
Go to Insights > Membership> Membership Transactions
Use the filters to refine your search (e.g., date, email address etc)
Review the report to analyze the breakdown of new purchases and auto-upgrades by looking at the "Payment Code" & "Amount"
If you are integrated with a payment gateway, the payment code will help you distinguish between new purchases and auto-upgrades.
These insights will help you make informed decisions about your membership programs and revenue strategies.