Regular email updates to clients on campaign progress

Purpose

1.1 Automate the creation and distribution of regular, scheduled email updates to clients regarding campaign performance, metrics, KPIs, creative changes, and spend analysis.
1.2 Detailed purpose: Automatically compile campaign results from ad platforms, analytics tools, and data sources, personalize content per client, and distribute via email at specified intervals (daily, weekly, monthly) to keep stakeholders informed, accountable, and engaged without manual intervention.

Trigger Conditions

2.1 Scheduled time triggers (e.g., every Monday at 9 AM).
2.2 Completion of campaign reporting or data aggregation processes.
2.3 Trigger by new data entry in CRM or campaign dashboard.
2.4 Manual trigger for on-demand client requests.

Platform Variants

3.1 Gmail API
• Feature/Setting: "Users.messages.send" for automated email delivery; set up OAuth 2.0 authentication.
3.2 Microsoft Outlook Graph API
• Feature/Setting: "/me/sendMail" endpoint for automated client email updates; configure Office 365 application registration.
3.3 Mailchimp
• Feature/Setting: "Campaigns" endpoint; automate creation & scheduled dispatch of performance emails.
3.4 SendGrid
• Feature/Setting: "Mail Send" API; automate batch client update dispatch with template integration.
3.5 ActiveCampaign
• Feature/Setting: "Automations" workflow; trigger based on CRM or campaign data updates.
3.6 Salesforce Marketing Cloud
• Feature/Setting: "Journey Builder" email activity; automate entry on data change or schedule.
3.7 HubSpot
• Feature/Setting: Workflow Automation > Email Action; automate campaign report email to contact lists.
3.8 Zoho Campaigns
• Feature/Setting: "Autoresponder" & API send-mail function; automate recurring insights emails.
3.9 Pipedrive
• Feature/Setting: Scheduler + Email Integration; automate email report as stage changes in CRM.
3.10 Klaviyo
• Feature/Setting: "Flows" > Email Action; schedule campaign result emails to segmented lists.
3.11 Constant Contact
• Feature/Setting: "Email Scheduling" + Automation Pathways; automate weekly/monthly client briefs.
3.12 Amazon SES
• Feature/Setting: "SendEmail" API action; automate sending with personalized attachments.
3.13 Brevo (formerly Sendinblue)
• Feature/Setting: "Transactional Emails" API; automate templated campaign updates.
3.14 Slack
• Feature/Setting: "Scheduled Messages" via API; automate notifications to clients’ shared Slack channels.
3.15 Wrike
• Feature/Setting: "Automations" > Email Notification; automate status update emails as tasks progress.
3.16 Airtable
• Feature/Setting: "Airtable Automations" > Send Email action; automate sending new dashboard data.
3.17 Monday.com
• Feature/Setting: "Automations" > Email Integration; automate send-out as campaign board statuses change.
3.18 Google Sheets
• Feature/Setting: App Script triggered email; automatedly send summarized campaign data periodically.
3.19 Asana
• Feature/Setting: "Rules" > Email Notification; automate triggers based on project/task actions.
3.20 ClickUp
• Feature/Setting: "Automations" > Email Action; automate performance report distribution as docs update.

Benefits

4.1 Automates manual reporting and emailing, saving staff hours weekly.
4.2 Reduces human errors; automator ensures precise and timely information delivery.
4.3 Ensures clients are always updated on campaign progress with automated, consistent frequency.
4.4 Enables scalable service—automating updates for many clients simultaneously.
4.5 Improves transparency and perceived service quality with automated, professional communication.

This workflow is automatable for every media consultant seeking efficiency and reliability in campaign management and reporting communications.