Purpose
1.2. Automatedly compile, analyze, and deliver marketing and retention campaign performance metrics (open rates, conversions, ROI).
1.3. Automate cross-channel measurement for emails, SMS, web, PPC, and social platforms in one automatable workflow.
1.4. Automates the creation and distribution of scheduled or triggered reports to stakeholders via email, chat, or dashboards.
1.5. Enable automation of data aggregation, anomaly detection, and KPIs delivery, reducing manual data handling.
Trigger Conditions
2.2. Scheduled triggers (e.g., every Monday 7:00AM) for routine performance report automation.
2.3. Real-time triggers based on specific performance thresholds (click-through rate drops, cost-per-lead exceeds limits), automating alert delivery.
2.4. User-initiated triggers (manual “request campaign report” action) automates on-demand analytics.
Platform variants
• Feature: Analytics Reporting API v4; configure automated exports of campaign and goal conversions.
3.2. Facebook Ads
• Feature: Marketing API; select `GET /adaccount/insights` for automating ad performance fetching.
3.3. HubSpot
• Feature: Reports API; use “Get All Analytics Reports” for automated report generation.
3.4. Salesforce
• Feature: Analytics REST API; configure automated dashboards delivery to email.
3.5. Mailchimp
• Feature: Reports Endpoint; setup automated campaign report email via “GET /reports/{campaign_id}”.
3.6. SendGrid
• Feature: Statistics API; configure automator to email weekly engagement stats via "GET v3/stats".
3.7. Microsoft Power BI
• Feature: REST API Datasets; automate publishing and refreshing dashboards.
3.8. Slack
• Feature: Incoming Webhooks; automated sending of report summaries to marketing channels.
3.9. Twilio SMS
• Feature: Programmable SMS API; automate texting campaign analytics summaries to team leaders.
3.10. Zapier
• Feature: Create automated “Zap” to fetch report data and deliver via chosen apps.
3.11. Looker Studio
• Feature: Data Delivery; automate sending scheduled branded performance analytics PDFs.
3.12. Tableau
• Feature: REST API; automates dashboard refresh and email PDF report exports.
3.13. Google Sheets
• Feature: Sheets API; automate populating reporting templates with fresh campaign data.
3.14. Notion
• Feature: Database API; automatedly insert latest campaign analytics for team access.
3.15. Monday.com
• Feature: Boards API; automate updating dashboard widgets with campaign metrics.
3.16. Asana
• Feature: Custom Field Updates via API; automate populating project tasks with campaign stats.
3.17. Airtable
• Feature: Scripting API; automate record creation for storing analytics snapshots.
3.18. Dropbox
• Feature: File Upload API; automatedly save historical PDF reports to shared folders.
3.19. Google Drive
• Feature: Drive API; automate creating and sharing analytics report docs.
3.20. Intercom
• Feature: Messages API; automate sending campaign summary messages to stakeholders.
Benefits
4.2. Automates multi-channel reporting to unify analytics and provide holistic campaign views.
4.3. Enables scalable campaign analytics automation as marketing operations grow.
4.4. Automation increases transparency with routine, timely delivery of actionable insights.
4.5. Automator minimizes staff time on repetitive analytics and maximizes on strategy execution.
4.6. Automating alerting allows proactive responses to campaign underperformance or anomalies.