ActiveCampaign automation report template for marketing teams and agencies

A marketing automation report should include breaking down metrics by visibility, engagement, and conversion metrics. It should also segment data by campaign, channel, audience, content, objective, and date. For example, visibility metrics such as impressions and reach can be analyzed per campaign to measure its effectiveness. Engagement metrics like click-through rate and time spent can be segmented by channel to identify the most successful ones. Conversion metrics such as conversion rate and revenue can be evaluated by audience and date to understand the impact of different targeting strategies and timeframes.

To analyze marketing automation data, first choose metrics such as website traffic (visibility), click-through rates (engagement), and conversion rates (conversion). Break down these metrics by visibility (e.g., impressions, reach), engagement (e.g., time on page, bounce rate), and conversion (e.g., lead generation, sales). Next, add context by comparing the metrics against costs (e.g., ad spend), date range (e.g., month-over-month), goals (e.g., targeted impressions), industry rates (e.g., average CTR), and benchmarks. Segment the data by campaign (e.g., email, social media), channel (e.g., Google Ads, Facebook), audience (e.g., demographics), content (e.g., blog posts, videos), objective (e.g., brand awareness, lead nurturing), and date. For example, analyze the click-through rates of an email campaign targeted at a specific audience segment and compare it with industry benchmarks to identify areas for improvement. Remember to be succinct and avoid mentioning the benefits of these elements.

To build an Active Campaign automation dashboard, 1) connect your Active Campaign account and other relevant data sources. 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) Incorporate filters or buttons for interactivity, such as filtering by date range or campaign type. 5) Share your dashboard via PDF, scheduled emails, or links for easy access and review.

An Active Campaign automations dashboard is a visual tool that displays key marketing metrics and KPIs, enabling businesses to monitor and analyze their marketing automation efforts in real-time. It is significant for businesses as it helps in making data-driven decisions, improving efficiency, and enhancing marketing strategies. Tools like Looker Studio are commonly used to create such dashboards, which typically include elements like campaign performance, customer engagement, conversion rates, and ROI. Real-time data monitoring is crucial as it allows for immediate response to trends and issues. 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.