Marketing and Communication AutomationsPurpose
1.2. Capture sales attribution from both online and offline sources, map it to campaign spend, and present performance metrics for improved marketing decisions.
1.3. Consolidate lead capture, conversion data, ad spend, and sales receipts from disparate platforms for unified analysis.
1.4. Provide real-time and scheduled reporting for historical comparison and future strategy optimization.
Trigger Conditions
2.2. Incoming sales orders or leads referencing campaign codes, URLs, or source attributions.
2.3. Upload or sync of monthly/weekly ad spend data.
2.4. Scheduled intervals for report generation (e.g., every Monday 8am).
2.5. New customer or prospect response linked to tracked campaign channels.
2.6. Integration via webhooks from ad networks or CRM system indicating qualified activity.
Platform Variants
• Feature/Setting: Measurement Protocol API; configure to programmatically send campaign-conversion events.
3.2. Facebook Ads
• Feature/Setting: Marketing API, Insights endpoint; set to poll campaign spend and attributed conversions.
3.3. Shopify
• Feature/Setting: Admin API, Orders endpoint; filter orders by discount codes or referral analytics.
3.4. WooCommerce
• Feature/Setting: REST API, order meta for campaign/referral data extraction.
3.5. HubSpot
• Feature/Setting: Tracking Code API and Campaigns API; configure to fetch leads by campaign source.
3.6. Salesforce
• Feature/Setting: Opportunity Object and Campaign Influence API; combine revenue with campaign touchpoints.
3.7. Mailchimp
• Feature/Setting: Reports API, Email Campaign ID filter; retrieve click and conversion performance.
3.8. Google Ads
• Feature/Setting: Google Ads API, Reports endpoint; auto-fetch spend and conversion metrics.
3.9. Zapier
• Feature/Setting: Webhooks & Code by Zapier; route campaign data between apps and configure transformation logic.
3.10. Klaviyo
• Feature/Setting: Campaign Analytics API; extract open, click, and attributed revenue data.
3.11. Stripe
• Feature/Setting: Charges API, Metadata tags for campaign ID correlation with payments.
3.12. Square
• Feature/Setting: Transactions API; query payments with custom notes related to campaigns.
3.13. QuickBooks
• Feature/Setting: Sales Receipts API, custom fields for campaign tracking.
3.14. Google Sheets
• Feature/Setting: API; use Append and Read methods to aggregate spend, leads, and sales by campaign.
3.15. Microsoft Excel (via Office 365/Graph API)
• Feature/Setting: Row insertion and auto-calculate formulas for ROI metrics per campaign.
3.16. Meta Conversion API
• Feature/Setting: Send offline events (sales, visits) directly tied to specific ad campaigns.
3.17. TikTok Ads
• Feature/Setting: TikTok for Business API; collect campaign analytics and performance data.
3.18. Instagram Insights
• Feature/Setting: Instagram Graph API; fetch post/campaign interactions and link to sales.
3.19. Google Tag Manager
• Feature/Setting: API-triggered event tags; send lead/conversion data into analytics environment.
3.20. Typeform
• Feature/Setting: Responses API; automatically tag survey leads with campaign origin marker.
3.21. Intercom
• Feature/Setting: Conversations API; assign campaign source metadata to in-app leads.
3.22. Slack
• Feature/Setting: Incoming Webhooks; post ROI summary notifications for marketing team review.
3.23. Trello
• Feature/Setting: Cards API; create cards for follow-ups on campaigns with low ROI.
Benefits
4.2. Shortens feedback loop for adjusting underperforming campaigns.
4.3. Provides unified reporting across numerous marketing and sales platforms.
4.4. Enhances insight into which campaigns yield best ROI for antique and collectible sales.
4.5. Automates notifications and follow-up tasks for continual marketing optimization.