Learn how to Capture and analyze ActiveCampaign data quicker and more conveniently with Reportei

ActiveCampaign is one of the most popular tools for marketing automation and CRM (Customer Relationship Management). And Reportei’s got it! Generating and analyzing your reports is so much easier now.

This first version gives you access to key CRM metrics, pipelines, email marketing, and actions focused on the relationship with leads.

And that’s not all! Reportei also lets you integrate these analyses with other channels in your digital marketing strategies and customize reports. You need to know here about ActiveCampaign and the new Reportei update.

What does ActiveCampaign do?

ActiveCampaign is a platform for Customer Experience Automation (CXA) with solutions for CRM, marketing automation, email marketing, chat, and more. 

The goal is to supply e-commerce, B2C, and B2B companies with the necessary tools to reach, develop, convert, and retain potential customers.

Using an omnichannel approach, ActiveCampaign integrates with other apps providing handy resources for every funnel stage. Its resources help you nurture relationships with potential customers through email, SMS, WhatsApp, capture via landing pages, custom websites, and social media. 

In other words, it’s very complete, and you can personalize it to fit the needs of any business. But with so many resources and possibilities, you’ll need to closely monitor your campaign results and sales processes.

Leave it up to Reportei to take care of your metrics capture while you focus on analyzing results, gaining insights, and planning your strategies (we’ll explain below)!

Metrics included in ActiveCampaign reports

Here are the CRM, email marketing and automation metrics included in our reports:

  • Number of new contacts added to your account during an analysis period;
  • Deals created by an account;
  • Won deals (marked by owners);
  • Lost deals;
  • Value of businesses created;
  • Average value of trades created;
  • Average value of trades won;
  • Average value of trades lost;
  • Number of the account’s campaigns sent by email (automated or not);
  • Unique campaign openings;
  • Rate of emails opened;
  • Bounce rate (ratio of undelivered to sent emails);
  • Unique clicks on email campaigns;
  • Click-through rate on links in emails;
  • Number of replies to campaigns;
  • Number of unsubscribes.

Using charts and tables for analysis

Our ActiveCampaign reports also provide two charts for analyzing a company’s performance.

  • Deals over time, comparing won and lost deals created over an analysis period;

  • Deals by value range, based on the prices the company established;

You can also access detailed information in two automatically generated tables:

  • Pipelines summary, with the relationship between created deals (won and lost);

  • Performance of sent campaigns, with in-depth metrics from each email.

Customized ActiveCampaign reports

Just as you can customize ActiveCampaign’s features to suit your business model, you can also create custom reports in Reportei. It makes it easier for your team and decision-makers to analyze results.

Our features (adding analysis as text, images, or videos) let you complement your automatically captured metrics with insights into a project’s progress and for planning the next steps. 

You can also add metrics and charts manually and reorganize your data and channels as needed. 

Reportei can be linked to a wide range of social networks, so reports provide a comprehensive view of the impact of every action regarding leads and sales managed by ActiveCampaign. 

Start using Reportei’s valuable resources now for custom ActiveCampaign reports!

Leave a Reply

Your email address will not be published.