Reporting by campaigns

[Hanna_Zaremba]

Hey, 

for our internal needs we need to create reports on the campaign efficiency - mostly for leads actions in our email campaigns and workflow campaigns. Right now we're gathering the data from different reports manually. Probably anyone of you already found a way to automate this process? -> Is it possible to automatically get data on workflow_id — campaign_id pairs in order to create a report on main marketing email metrics?

Thanks

Hanna

[Mike_Eastwood]

Hi @Hanna_Zaremba 

What if you changed a Property, in your Workflow, then reported on the Property Change?

-Mike

[Mike_Eastwood · Accepted solution]

Hi @Hanna_Zaremba 

The approach I recommend is to create a Custom Dashboard with the reports you need. You will be able to use any of the hundreds of standard reports, and create your own Custom Reports (if you have a Pro Subscription).

An advantage of using the Dashboards is you can set it up to email a Dashboard Report automatically.

I recommend adding an automated Task to check your Dashboard the day before the Report is emailed (just so you can catch any issues before it's sent out).

Have fun

Mike

p.s. thank you for the mention Kristen

[Hanna_Zaremba]

Unfortunately, I see that custom reports don't include any information on workflows and this is one of our requirements. 

[kvlschaefer]

Hi @Hanna_Zaremba,

Thanks for reaching out!

I would like to invite our subject matter experts to this conversation.

Hi @Mike_Eastwood, @jfreeman, @BukunmiOdetayo - Do you have any campaign reporting recommendations for @Hanna_Zaremba?

Thank you!

Best,

Kristen