Customer Relations and MarketingPurpose
1.2. Aggregate data from disparate systems (CRM, email, web analytics, SMS, survey tools) and generate comprehensive, customized reports delivered to stakeholders via preferred platforms.
1.3. Automate metric calculations, visualize trends, and surface engagement anomalies, ensuring all decision makers have timely access to historical and current customer interaction data.
Trigger Conditions
2.2. Upon closure of marketing campaigns or customer outreach programs.
2.3. When new survey results or feedback forms are submitted.
2.4. API/webhook triggers from CRM, analytics, or communication tools.
2.5. Custom triggers—reaching a defined number of interactions, conversions, or disengagement thresholds.
Platform Variants
• Feature/Setting: Use Reports API to extract Engagement History; set up Report Subscription to email stakeholders weekly.
3.2. Microsoft Power BI
• Feature/Setting: Schedule data refresh and distribute dashboards via Power BI Service’s Share via Email configuration.
3.3. Google Sheets
• Feature/Setting: Use Google Sheets API to pull in engagement logs; trigger Apps Script to send custom metric summaries.
3.4. HubSpot
• Feature/Setting: Workflow automation with CRM Engagement API; trigger recurring Reports Emails.
3.5. Mailchimp
• Feature/Setting: Use Campaign Reports API to retrieve open/click metrics; schedule report exports.
3.6. SendGrid
• Feature/Setting: Use Statistics API to pull engagement rates; automate summary delivery with Marketing Campaigns Automation.
3.7. Twilio
• Feature/Setting: Insights API to fetch SMS engagement analytics; send daily or event-driven summaries via SMS or email.
3.8. Zoho CRM
• Feature/Setting: Schedule Custom Reports on contact interactions and auto-email results with Zoho’s scheduler.
3.9. Slack
• Feature/Setting: Configure Incoming Webhooks for report notifications; use Workflow Builder for report distribution.
3.10. Tableau
• Feature/Setting: Extract data via Tableau Prep Conductor; distribute reports on schedule via Tableau Server Subscriptions.
3.11. Microsoft Teams
• Feature/Setting: Use Webhook connectors to send summarized engagement reports to Teams channels.
3.12. Pipedrive
• Feature/Setting: Activity API to collate and export engagement data; schedule push to email or dashboards.
3.13. ActiveCampaign
• Feature/Setting: Reports API to obtain automation and message engagement metrics; automate weekly exports.
3.14. SurveyMonkey
• Feature/Setting: Results API for response metrics; automate report PDF delivery upon campaign closure.
3.15. Jotform
• Feature/Setting: Submission API to pull survey data; trigger email PDF report with filtered results.
3.16. Google Analytics
• Feature/Setting: Reporting API to fetch user engagement metrics; scheduled email exports via Analytics Intelligence.
3.17. Intercom
• Feature/Setting: Conversations API for engagement summaries; set up periodic CSV exports to stakeholders.
3.18. Zendesk
• Feature/Setting: Insights API to extract support/case engagement; schedule recurring mailouts using Views/Triggers.
3.19. SAP Customer Experience
• Feature/Setting: Core Engagement APIs for metric pulls; schedule report distribution with SAP Analytics Cloud.
3.20. Airtable
• Feature/Setting: API to auto-fetch engagement records; use Scripting app for periodic summaries and mail delivery.
3.21. Klaviyo
• Feature/Setting: Metrics API for campaign insights; trigger report PDF email with Flow Automations.
3.22. Typeform
• Feature/Setting: Responses API for engagement collection; auto-email results with Zapier integration.
Benefits
4.2. Enables near real-time or scheduled delivery of engagement insights, aiding faster, strategic decision-making.
4.3. Customizable to any cooperative’s preferred communication, CRM, or analytics tools.
4.4. Boosts stakeholder transparency with automated, standardized reporting.
4.5. Frees up staff time from routine metrics gathering, allowing focus on analysis and growth initiatives.