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ActiveCampaign report template for Looker Studio

Get the actual ActiveCampaign report template used by Porter to monitor your B2B performance.
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Creator

Porter

This template is built by the same marketers behind all our tutorials, support, and our template gallery.

+40,000 marketers have downloaded our dashboards

Template setup

Copy-paste the same dashboards that other teams and agencies use to monitor their B2B performance

ActiveCampaign report template overview

With this Performance Monitoring template on Looker Studio, monitor specific metrics and gain insights into the effectiveness of your Active Campaign. For example, track click-through rates, conversion rates, and email engagement rates to assess campaign performance. Segment the data by customer demographics, geographic regions, or campaign types to identify trends and target specific audiences. Share the data with your teams or clients via PDF, link, or email and influence their decision-making. Answer questions like “Which campaign generated the highest conversion rate?” or “How do different regions respond to our email campaigns?” to optimize your Active Campaign strategy.

Suggested data sources

Use cases

Metrics and dimensions included

Customize the template’s metrics and dimensions as you like. See all available fields.

Metrics

Sales

– Click-through rate
– Conversion rate
– Return on investment (ROI)

Pipeline

– Conversion rate
– Average order value
– Customer acquisition cost

Contacts

– Number of new CRM contacts added per day
– Average lifetime value of CRM contacts
– Number of CRM contacts who made a purchase in the last 30 days

Dimensions

Campaign

– Target audience
– Campaign objective
– Campaign timeline

Audience

– Demographics
– Psychographics
– Behavioral targeting

Time

By hour, day, week, month, quarter, or year

Features

100% custom charts

White-label

Custom metrics​

All-time historical data

Schedule email alerts​

Filters

Interactive

Goals​

Data blending

FAQs

An Active Campaign report should include metrics for visibility (e.g., impressions, reach), engagement (e.g., clicks, likes), and conversion (e.g., ROI, conversion rate). The data should be segmented by campaign, channel, audience, content, objective, and date. For example, include the number of impressions and clicks for each campaign, or the conversion rate for different objectives.
To analyze Active Campaign data, we should include the following elements in our report: 1) Metrics: Break them down into visibility (e.g., impressions, reach), engagement (e.g., clicks, likes, shares), and conversion metrics (e.g., conversions, sales). For example, we can measure the visibility of an email campaign by tracking the open rate, engagement by the click-through rate, and conversion by the conversion rate. 2) Context: Compare metrics against their associated costs, date ranges, goals, industry rates, and benchmarks. For instance, we can analyze the cost per conversion of different campaigns to identify the most cost-effective ones within a specific date range. Additionally, comparing the click-through rate with industry benchmarks helps us evaluate the email campaign’s performance objectively. 3) Segmentation: Segment data by campaign, channel, audience, content, objective, and date. For instance, we can analyze the performance of different email campaigns targeting different customer segments, such as new customers versus existing ones. We can also compare the performance of campaigns across various channels, like email, social media, or SMS. By including these elements and following this framework, we can generate a concise and informative Active Campaign report.
To build an ActiveCampaign dashboard, 1) connect your ActiveCampaign data and accounts. 2) Choose metrics such as open rate, click-through rate, and conversion rate to monitor performance. 3) Segment your data by campaign, channel, audience, product, customer content, objective, and date for a detailed analysis. 4) Add filters or buttons like ‘Campaign Type’ or ‘Date Range’ to make your report interactive. 5) Share your dashboard via PDF, scheduled emails, or links for easy access and review.

An ActiveCampaign dashboard is a visual tool that displays key marketing metrics and KPIs from ActiveCampaign, a customer experience automation platform. It is significant for businesses as it helps in tracking marketing performance, identifying trends, and making data-driven decisions. Tools like Looker Studio are commonly used to create such dashboards, which typically include elements like email campaign performance, customer engagement metrics, and sales data. Real-time data monitoring is crucial as it allows businesses to respond quickly to changes. For learning how to create a marketing dashboard using Looker Studio, visit our YouTube channel: https://www.youtube.com/@porter.metrics.

Yes, Looker Studio allows you to download your report as a PDF. To do it, follow these steps:

Before downloading your report choose the date range you want to visualize on your report.
Click on the “File” menu at the top left corner of the screen.

Select “Download as” from the drop-down menu and choose “PDF.”

You can choose which pages you want to download, and also you can add a password to protect the report and add a link back to the online report.

Click on “Download” to save the report on your device.