Purpose
1.2. Provide regular, actionable insights to drive marketing effectiveness, customer retention, and service upgrades by presenting concise analytics to internal teams or clients.
1.3. Track engagement touchpoints across campaigns, portfolio views, proposals sent, client responses, and social/advertising ROI in a single consolidated report.
1.4. Enable scheduled or on-demand reports to optimize decision-making and personalize client outreach.
Trigger Conditions
2.2. When social media posts or ads exceed pre-set engagement thresholds.
2.3. At the delivery of a photo or video project to a customer.
2.4. On portfolio section view spikes or unusual inquiry rates.
2.5. Scheduled daily, weekly, or monthly summary intervals.
Platform Variants
• Feature/Setting: Use Reporting API to extract website and landing page engagement metrics.
• Sample: Configure UA-XXXX property, pull "PageViews" and "UserAcquisition" data.
3.2. Mailchimp
• Feature/Setting: Campaign Reports API to summarize open, click, forward, and bounce rates.
• Sample: /reports/{campaign_id} endpoint for metric retrieval.
3.3. HubSpot
• Feature/Setting: Marketing Events API for form, event, and ad engagement data.
• Sample: Use /marketing/v3/marketing-events endpoints.
3.4. Zoho CRM
• Feature/Setting: Analytics API to report on client interaction stages.
• Sample: /crm/v2/analytics endpoint for pipeline touchpoints.
3.5. Salesforce
• Feature/Setting: Marketing Cloud REST API for engagement metrics of campaigns.
• Sample: /messaging/v1/email/messages endpoint.
3.6. Facebook Graph API
• Feature/Setting: Insights API for post and ad engagement insights.
• Sample: /{page_id}/insights/ for reach, clicks, comments.
3.7. Instagram Graph API
• Feature/Setting: Insights endpoint for profile and content interactions.
• Sample: /{user-id}/insights for impressions, saves, shares.
3.8. LinkedIn Marketing Developer Platform
• Feature/Setting: Analytics endpoint for campaign and post engagement.
• Sample: /organizationalEntityShareStatistics endpoint.
3.9. YouTube Data API
• Feature/Setting: Reports videos, views, and engagement specifics.
• Sample: /videos?part=statistics&id={id}.
3.10. Google Data Studio
• Feature/Setting: Scheduled export to fetch summarized visual analytics from source connectors.
• Sample: Set Google Sheets export every Monday 9AM.
3.11. Power BI
• Feature/Setting: Custom data streaming and scheduled report sharing.
• Sample: Configure push dataset and refresh at 8AM daily.
3.12. Microsoft Excel Online
• Feature/Setting: Graph API to populate shared sheets with engagement data.
• Sample: /me/drive/items/{id}/workbook/tables.
3.13. Slack
• Feature/Setting: Incoming Webhooks to push scheduled or triggered reports into channels.
• Sample: Configure webhook and POST payload on publishing report.
3.14. Trello
• Feature/Setting: Card Comments/Custom Fields updated via API upon report delivery.
• Sample: /1/cards/{id}/actions/comments endpoint.
3.15. Dropbox
• Feature/Setting: Upload reports as PDFs to shared folders using API.
• Sample: /2/files/upload endpoint after report generation.
3.16. Notion
• Feature/Setting: Append page blocks with new analytics data via API.
• Sample: Add reporting block to database with /v1/pages endpoint.
3.17. Airtable
• Feature/Setting: Populate analytics base through API for custom dashboards.
• Sample: /v0/{baseId}/{tableName} endpoint for each engagement type.
3.18. ClickUp
• Feature/Setting: Task custom fields updated with latest engagement insights via API.
• Sample: /api/v2/task/{task_id} endpoint.
3.19. Intercom
• Feature/Setting: Messages API to send periodic or triggered analytics summaries to internal teams.
• Sample: /messages endpoint for team notifications.
3.20. Zapier
• Feature/Setting: Webhooks/Integrations to coordinate data pulls and output reports to user-preferred destinations.
• Sample: Webhooks trigger by event or schedule, log data, and notify end-users.
Benefits
4.2. Delivers real-time, actionable feedback to inform marketing and client retention strategies.
4.3. Supports faster decision-making with scheduled, consistently formatted metrics.
4.4. Tailors engagement outreach and proposal timing based on data-driven insights.
4.5. Enables scalable growth through automation without additional reporting headcount.