Analytics and Reporting AutomationPurpose
1.2. Automatedly gather multi-channel cost, engagement, and sales data, eliminating manual tracking.
1.3. Automate transformation and aggregation of campaign metrics from diverse platforms for real-time analysis.
1.4. Generate automated reports detailing return on investment per campaign, channel, and time period.
1.5. Trigger notifications and insights for management on top- and under-performing marketing channels.
Trigger Conditions
2.2. Trigger automation via new campaign launch detection on marketing platforms.
2.3. Automated triggers by new sales, conversion events, or cost data ingestion.
2.4. On-demand automation when a manager requests latest ROI data.
Platform Variants
3.1. Google Analytics
• Feature/Setting: API v4 — automate pulling campaign source/medium, sessions, and goal completions.
• Sample: Configure API access to fetch “campaign report” with UTM parameters.
3.2. Facebook Ads
• Feature/Setting: Marketing API — automate gathering ad spend, impressions, clicks, and conversions.
• Sample: Set up Automation with /insights endpoint, filtered by campaign ID.
3.3. Google Ads
• Feature/Setting: Google Ads API — automatedly retrieve ad spend, clicks, conversions.
• Sample: Configure Reports query to extract cost/conversion per campaign automatically.
3.4. Instagram Insights
• Feature/Setting: Graph API — automate fetching content and campaign engagement metrics.
• Sample: Automate endpoint /media_insights for promotion data.
3.5. Shopify
• Feature/Setting: Admin API — automate pulling transactional and order sources data.
• Sample: Set up automated request for sales by campaign tags.
3.6. Mailchimp
• Feature/Setting: Campaign Reports API — automated extraction of delivery, open, and conversion stats.
• Sample: Automate GET /reports/{campaign_id} for ROI attribution.
3.7. HubSpot
• Feature/Setting: Marketing Events API — automate pulling campaign lead conversions and cost data.
• Sample: Automated retrieval via GET /events/marketing/email or ad events.
3.8. Salesforce
• Feature/Setting: Reports and Dashboards API — automate extracting campaign performance and sales linkage.
• Sample: Schedule automation for “Campaigns with Opportunities” reports.
3.9. Zendesk Sell
• Feature/Setting: Deals API — automate fetching closed sales related to campaign sources.
• Sample: Configure automation with custom filters for campaign attribution.
3.10. Klaviyo
• Feature/Setting: Metrics API — automate gathering campaign-generated revenue from email flows.
• Sample: Automate fetching using /metrics/timeline.
3.11. Google Sheets
• Feature/Setting: Sheets API — automate ingesting, transforming, and reporting marketing and sales data.
• Sample: Automate population of sheets via row updates from other APIs.
3.12. Power BI
• Feature/Setting: Data Connector — automate importing cleaned campaign data for dashboarding.
• Sample: Automate scheduled dataset refresh from cloud sources.
3.13. Tableau
• Feature/Setting: Tableau Server REST API — automate pushing processed ROI datasets into visualizations.
• Sample: Automate publish or refresh workbook containing ROI analytics.
3.14. QuickBooks
• Feature/Setting: Online API — automate extraction of campaign-related expenditure data.
• Sample: Automated querying of “Expense” objects by marketing vendor.
3.15. Zoho CRM
• Feature/Setting: Campaigns API — automate fetching campaign lead source and revenue data.
• Sample: Automate GET /Campaigns with linked sales.
3.16. Microsoft Dynamics
• Feature/Setting: Campaign Management API — automate measuring campaign costs vs. sales closed.
• Sample: Trigger automation to pull "Campaign Responses" and sales tie-in.
3.17. Xero
• Feature/Setting: Accounting API — automate retrieval of campaign spend transactions.
• Sample: Automate extraction of “Invoices” tagged for campaigns.
3.18. TikTok Ads
• Feature/Setting: Marketing API — automate gathering spend, reach, and conversion data.
• Sample: Automated /report/integrated/get/ for ROAS metrics.
3.19. LinkedIn Ads
• Feature/Setting: Marketing Analytics API — automate pulling spend, impressions, and leads.
• Sample: Automation processes insights from /adAnalyticsV2.
3.20. Pinterest Ads
• Feature/Setting: Analytics API — automate fetch of campaign cost and conversion details.
• Sample: Automatedly retrieve /ad_accounts/{id}/analytics.
Benefits
4.2. Reduces manual effort in linking online-to-offline conversion data, automating insights.
4.3. Automated reports enable rapid, data-driven campaign adjustments by management.
4.4. Minimizes errors in ROI calculations through end-to-end automation.
4.5. Automates alerting for campaigns underperforming in ROI, enabling faster corrective action.