Reviewing Campaign Insights

Lead Gen & CRM allows you to create, report, and compare campaign data across multiple channels. Utilize the various filters available to drill into specific data. Once you've built your report, save it for future reference. Export data to PDF or CSV.

Article Contents

• Campaign Insights
• Campaign Insights and Google Ads
• Building Customized Campaign Insights Reports
• Exporting Campaign Insights Reports
• Saving and Scheduling Campaign Insights Reports

Users:

Campaign Insights

Having options when running reports is important when you want to drill into and analyze specific data. Lead Gen & CRM allows you to build Campaign Insights Reports with different filters and report types.

Select which tag(s) and/or campaign(s) you'd like to include in your reporting results. Then, choose which report to run:
 

In addition to seeing results in a bar graph view for your selected date range, you'll also be able to view a:

• Campaign Breakdown - See a visual breakdown of your selected data (leads and contacts, open/lost/won opportunity, activity, or clicks) by campaign
• Sales breakdown - See a breakdown of your sales and/or opportunities, depending on which type of report you run

Campaign Insights and Google Ads

Please note that the Google Ads campaign is not included within the Campaign Insights report. If you would like to pull reporting for contacts assigned to Google Ads, you can build a Rules-Based Lists, use the Advanced Search in the Contact Manager, or generate a Custom Report.

Building Customized Campaign Insights Reports

To create and run a customized campaign insights report:

1. Click Analytics in the left toolbar.
2. In the Marketing Reports section, click the Campaign Insights report.
   
   
   
   
3. Select which tags and campaigns you'd like to include in your report.
   
   
   
   
4. Select which report type to run.
   
   
   
   
5. If you chose either the Open Opportunities or the Activity report, select which lead/contact types to include.
   
   
   
   
6. Select a date range.
7. Click Apply to run the report.
   
   
   
   

Exporting Campaign Insights Reports

You can export your report to a PDF or CSV. When exporting to CSV, you can export leads, working opportunities, won opportunties, or lost opportunities. Additionally, when running a Leads and Contacts Cohort Report, you can export the entire report to either PDF or CSV.

To export to PDF, click the gear icon to open the dropdown and then click Export to PDF.

To export to CSV, click the gear icon to open the dropdown, click Export to CSV, and then select one of the following options:

• Leads to CSV
• Working Opps to CSV
• Opps Won to CSV
• Opps Lost to CSV

Your CSV will then be processed. Visit the Export Manager to download your report.

When running the Leads and Contacts Cohort Report, you can export it to PDF or CSV by clicking the gear icon to open the dropdown, click Cohort Report, and then choose either Export to PDF or Export to CSV. If you choose to export to CSV, your CSV will begin processing. Visit the Export Manager to download your report.

Saving and Scheduling Campaign Insights Reports

After running a report with specific selections and filters, you can save it in order to easily access it in the future. Additionally, you can save a report and then schedule it to send to specific users or to users with specified tags.

To save a report:

1. Click the gear icon > Save Report.
   
   
   
   
2. Enter a name for the report.
3. Click Save Report.
   
   
   
   

To save and schedule a report:

1. Click the gear icon > Save and Schedule Report.
   
     
   
   
2. Enter a name for the report.
3. Click Save Report.
   
   
   
   
4. Enter the users or tags to send the report to.
5. Enter an email subject line.
6. Enter an email message.
   
   
   
   
7. The report you just saved will default into the report field. If you'd like, you can select a different saved report.
8. Choose to send the report immediately or schedule it to send later.
9. If you chose to send later, enter the date and time for the report to send and choose how often to send it.
10. Check the box to delete the schedule upon completion.
11. Click Done.
    
    
    
    

To schedule a report that you've previously saved, click the gear icon > Schedule Report.

To delete a saved report, click the gear icon > Delete Report.

Questions?