Acuity

SegMetrics allows you to track leads acquired through Acuity Scheduling, by simply adding the tracking pixel to the Custom Conversion Tracking option in Acuity. This integration enables comprehensive lead tracking and provides valuable insights into your appointment booking funnel.

Getting the SegMetrics Tracking Code

1. In SegMetrics, go to your Site Setup page from the gear in the top menu, and copy the pixel code
2. If you haven't configured your Tracking Code previously, check out the Installing the Tracking Pixel instructions to set up your site correctly

Installing the Tracking Code in Acuity

1. Log in to Acuity Scheduling and click Integrations in the left hand menu
2. Click on Analytics & Conversion Tracking
3. Search for "Custom Conversion Tracking" and click Setup
4. Click Integrations in the top menu, and choose Integrate a 3rd party Tracking System
5. Paste the Tracking Pixel into the HTML TRACKING CODE box

Adding the Identify Snippet

1. Below the Tracking Pixel, add in the "Identify" snippet:

<script>_segq.push(['identify', '%email%']);</script>

1. IMPORTANT: You must include the identify call above, or you will not be able to connect the contact with your CRM
2. Click Save

Congratulations, SegMetrics is now set up to track leads in Acuity Scheduling!

Using Acuity Data in SegMetrics

Lead Tracking and Attribution

Once your Acuity integration is active, you can leverage powerful lead tracking capabilities:

1. Source Attribution: Track which marketing channels drive appointment bookings

• Navigate to Reports → Lead Sources to see which campaigns generate Acuity appointments
• View the complete customer journey from first touch to appointment booking

2. Conversion Tracking: Monitor appointment booking rates across different traffic sources

• Access Funnels → Appointment Funnel to analyze booking conversion rates
• Compare performance across different marketing campaigns and channels

3. Lead Quality Analysis: Evaluate which sources provide the highest-value appointments

• Use Customer Lifetime Value reports to see which lead sources book recurring appointments
• Track show-up rates and client retention by acquisition channel

Appointment Booking Analytics

Acuity data provides detailed insights into your booking patterns and client behavior:

1. Booking Trends: Analyze appointment scheduling patterns over time

• View Analytics → Appointment Trends to identify peak booking periods
• Track seasonal variations in appointment demand

2. Service Performance: Compare booking rates across different service types

• Navigate to Reports → Service Analysis to see which services are most popular
• Identify high-converting service offerings and optimize pricing

3. Time-to-Book Analysis: Understand how quickly leads convert to appointments

• Access Customer Journey reports to see average time from lead to booking
• Optimize follow-up sequences based on booking timing patterns

Customer Journey Insights

The integration provides comprehensive visibility into your client acquisition process:

1. Multi-Touch Attribution: See all touchpoints before appointment booking

• View individual contact profiles to see complete marketing interaction history
• Understand which content and campaigns influence booking decisions

2. Post-Appointment Tracking: Monitor client behavior after initial appointments

• Track rebooking rates and client lifetime value
• Identify opportunities for upselling additional services

3. Campaign ROI: Calculate return on investment for marketing efforts

• Use ROI Reports to see which campaigns generate the most valuable appointments
• Optimize marketing spend based on appointment booking data and client value

Frequently Asked Questions

Q. How long does it take for Acuity appointments to appear in SegMetrics?

A. Appointments typically appear in SegMetrics within 5-10 minutes of booking. The tracking pixel fires immediately when someone completes the booking process, and the identify script ensures the appointment is properly attributed to the correct contact.

Q. Can I track different types of appointments separately?

A. Yes, SegMetrics will automatically capture the service type and appointment details from Acuity. You can create custom segments based on service types and analyze performance for each offering separately in your reports.

Q. What happens if someone books an appointment but doesn't provide an email?

A. The tracking pixel will still fire and record the appointment event, but without the email from the identify script, SegMetrics cannot attribute it to a specific contact. Email collection is essential for proper lead attribution and CRM integration.

Q. Can I see no-show rates in SegMetrics?

A. While SegMetrics tracks the initial appointment booking, no-show data would need to be manually updated in your CRM or Acuity system. SegMetrics focuses on the marketing attribution and initial conversion tracking rather than appointment management.

Q. Will this integration work with Acuity's embedded booking forms?

A. Yes, the tracking code works with all Acuity booking methods including embedded forms, direct links, and the full Acuity scheduling page. As long as the custom conversion tracking is properly configured, all booking methods will be tracked in SegMetrics.