Generate regular marketing performance reports

Purpose

1.1. Automate generating, aggregating, and distributing recurring marketing performance reports for boot camp training organizations.
1.2. Automate consolidation of data from advertising, email marketing, CRM, analytics, and enrollment sources, delivering actionable insights.
1.3. Automates scheduled creation of visual dashboards and KPI summaries for education-focused marketing teams and stakeholders.

Trigger Conditions

2.1. Time-based triggers (e.g., daily, weekly, monthly) automatedly schedule report generation.
2.2. Event-driven triggers, such as new campaign launch, enrollment spike, or end of promotion cycle, initiate automated report workflows.
2.3. API/webhook triggers automate report generation upon data refresh or system status changes.

Platform Variants

3.1. Google Analytics
• API: Analytics Data API v1beta — automate extraction of traffic, conversion, and campaign data.
3.2. Facebook Ads
• API: Marketing API — automatedly pulls campaign results and demographic breakdowns.
3.3. HubSpot
• Endpoint: /reports/v1/reports — automates pulling marketing performance and funnel reports.
3.4. Salesforce
• REST API: /services/data/vXX.X/analytics/reports/ — automate retrieval of lead and opportunity reports.
3.5. Mailchimp
• Endpoint: /reports — automates campaign open/click/engagement analytics fetch.
3.6. Google Ads
• API: Google Ads API — automates download of impressions, conversions, and cost metrics.
3.7. LinkedIn Ads
• API: Ad Analytics — automates periodic fetching of campaign results and audience analysis.
3.8. Tableau Cloud
• REST API: /api/sites/{site-content-url}/users — automate export of visual dashboards.
3.9. Power BI
• Endpoint: /reports/exportTo — automate data-driven report refresh and export.
3.10. Slack
• API: chat.postMessage — automates delivery of summary reports to team channels.
3.11. Google Sheets
• API: spreadsheets.values.get/write — automate population and update of report data.
3.12. Zapier
• Feature: Webhooks/Google Analytics integration — automates cross-platform report task chaining.
3.13. QuickBooks
• Endpoint: /reports/ — automate extraction of ad spend summaries.
3.14. Intercom
• API: /conversations — automate pull of marketing interaction metrics.
3.15. Zoho CRM
• Endpoint: /crm/v2/Analytics — automate lead and conversion data delivery.
3.16. ActiveCampaign
• API: /api/3/reports — automate campaign performance pulls.
3.17. Shopify
• API: /admin/api/2023-01/reports.json — automate e-commerce conversion analysis.
3.18. Pipedrive
• API: /reports — automate periodic sales/marketing dashboard pulls.
3.19. Microsoft Excel Online
• API: /me/drive/items/{item-id}/workbook/ — automate report generation in spreadsheet format.
3.20. Trello
• API: /cards/batch — automate cross-team report tracking and task management.

Benefits

4.1. Automates tedious data collection, reducing staff workload and human error.
4.2. Enables real-time and scheduled delivery for agile, data-driven boot camp decision-making.
4.3. Automatable integration with marketing and training systems for customizable insights.
4.4. Enhances accountability and team alignment through automated updates and shared metrics.
4.5. Frees resources for strategic work instead of manual compilation, maximizing marketing team impact.