How Segmentation and Automation Can Save Your Reporting

September 28, 2017

Agencies spend numerous hours every week on marketing reports to stay on top of their campaigns. Data becomes an integral piece of operations, telling your team exactly how it is performing for your clients. While you may love the data because it directs you toward achieving success, you probably find the collection, organization, and analysis to be tedious, sometime grueling, tasks. Automated reporting with custom segmentation provides you with the information you need without the extra hours of gathering, configuring, and report preparation that are required.

Harness the Power and Productivity of Automating Reports

The biggest reason that agencies turn to automated reporting is also its biggest benefit – it provides their teams with more time and resources to focus on the more important aspects of their business. Agencies typically have a team of people who spend a significant amount of time (at least five hours per client per week) collecting data and executing reports. This keeps them busy and unavailable to work on new campaigns or other projects. When you enable automated reporting, you no longer need a team of people dedicated to information gathering and report preparation. You are able to receive detailed reports automatically, which will assist you in making improved marketing decisions, faster. Not only is your productivity increased with automated reporting, but the sheer power of being able to build customizable reports for your clients will increase client satisfaction and confidence in your agency. You can easily schedule your reporting to fit your clients’ needs – weekly, monthly, quarterly, or any other timeline that you assign.

Glew – Sending a Report

In Glew you can chose whether to send your reports now, at a later date, or schedule a recurring report in whatever frequency you prefer.

Pro tip:For accurate and comprehensive reporting, agencies need to have a system that compiles information from various ecommerce sources. Using the Report Builder and Report Scheduler from Glew allows agencies to automate the client reporting process providing data from: Google Analytics, Adwords, Facebook ads, Instagram, BigCommerce, Shopify, Shopify Plus, Magento, and WooCommerce, with reporting available on products, customers, and orders.

Utilize Custom Segmentation for Precision Targeting

Automating reporting for your agency is undoubtedly a time saver that provides you with the insights you and your clients need to run successful campaigns. When you also employ segmentation to your reporting it allows you to pinpoint your reporting around specific, selected criteria. This makes it simple to view what you see based on the precise data you choose. You are able to eliminate unneeded information, drill down into the data you need, and create meaningful campaigns that utilize personalized targeted messaging. When you use customer, product and order segmentation, you are able to create custom dynamic or static segments and save them for campaign launches or building and scheduling automated reports.

Glew – Create a Segment

In Glew, you can create custom segments based on 50+ filterable attributes. Let's say you wanted to create a segment of customers who created an account on your site in the last 30 days but have not yet placed an order. You can easily create this segment and export this list of customers at any time.

Pro tip:Segmentation is a key aspect of effective, personalized marketing strategies. Many Magento, Shopify, and BigCommerce retailers find that using Glew allows them to easily export the customer segments they choose for use in email marketing and advertising campaigns.

Customize and Automate Marketing Reports to Understand Key Metrics

Every business has to evaluate and understand the key metrics that are specific to its success. When you utilize customized automated marketing reports, your clients will be able to analyze channel and campaign performance to determine ROI and Lifetime Value (LTV) by channel. This information tells you which marketing campaigns are performing well on which channels, further allowing you to make informed, revenue-producing marketing decisions. Reports that are automated and customizable for social media ads, pay-per-click (PPC) advertising, and SEO, and other marketing avenues, help you further pinpoint areas for improved marketing strategizing.

Pro tip:It’s important for agencies to understand the sources and campaigns that are driving traffic to their business. Additionally, measuring Customer Acquisition Cost (CAC) is essential for budgeting appropriately for campaigns targeted toward potential clients. With Glew, agencies can easily understand these key elements in customer acquisition.

Final Thoughts about Segmented Automatic Reporting

Reporting is a tool that should add insight and transparency into your client relationships. It shouldn’t mean the loss of productivity and added frustration for your team. When you employ a marketing intelligence tool that is able to visualize data, automate reporting, and precisely target key segments, your team will save valuable time and be able to focus on strategy. Glew is a marketing tool that can provide real-time access to data, allowing your agency to capitalize on opportunities for improving results on a weekly, or even daily, basis.

Pro tip:Glew also offers agencies the ability to White Label our ecommerce solution for ecommerce clients. At no additional cost, you can white label Glew and let your logo be the story behind customer insights, customer reporting, and product analytics.

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