How To Automate Your Digital Marketing Reporting

Reporting week for digital marketers can often be the most daunting and tedious period in a month. Find out how automation can save you and your business valuable time and unnecessary stress.

Why You Need To Automate

Reporting week for digital marketers can often be the most daunting and tedious period in the month. Collating data from multiple sources, generating tables, charts, and insights as well as identifying trends and recommendations can drain a lot of time and energy even for the most veteran of digital marketing agencies. This paired with pressure applied from clients with high targets can result in high-stress levels that can easily make this profession a nightmare.

Unfortunately, because digital marketing can be incredibly time-consuming, there is often too little time available for a digital marketer to spend on effective client management, brand building, or even just relaxation time. Something everyone could do with a little more of!

With that being said, it is not all doom and gloom for digital marketers as there are plenty of creative and simple ways to automate digital marketing as well as digital marketing reporting.

Image of an Oviond report on a Macbook.

How Do You Automate?

Well, it’s simpler than you would think! Although effective digital marketing and digital marketing report automation does first require planning and preparation, the rewards that can be reaped once the hard work is put in will completely change the feeling you have towards your monthly reporting. Let’s use the example of a digital marketing agency that focuses on social media advertising in order to explain the steps needed to simplify and automate digital marketing.

In any given month, a social media marketing agency would need to meet with their client to discuss what their goals in social media advertising are, they would need to brainstorm posts that will be posted to the specific social media accounts, they need to actually create posts and post them, they will need to mark how each post performed and collate that data into a report, and last they will need to generate their own insights, recommendations, and predictions that can then be delivered to the client at the end of the reporting period. And this doesn’t even include boosting of ads which would add an extra strep. Conducting this sort of workflow for multiple clients each month can get incredibly confusing and overwhelming, which is all the more reason to get organized and automate where possible.

Let’s take a look at some of the steps you could take to automate your digital marketing process:

1. Generate An Efficient Workflow

It is important to first collate a workflow to outline the activities that need to be performed in order to effectively achieve your functional objectives.

Creating a step-by-step process that isolates each activity that needs to be completed in order to reach your client goals, is the first step in identifying where time can be saved in your digital marketing process.

2. Identify Problem Areas

Once the step-by-step workflow has been completed, it is important to identify the steps that take up the most time and highlight them as problem areas.. For a social media marketing agency, this may be creating social media posts, collating data from posts over a given time, and preparing insights into a comprehensive report for clients

3. Brainstorm Automated Digital Marketing Solutions

Following our example of the social media marketing agency, solutions for their problem areas may include creating posts in one large batch at the beginning of the reporting period so that they can be automatically posted over a scheduled posting application such as Planoly over the course of the reporting period.

In this scenario, planning posts ahead of time allows the digital marketer to stay on top of the workload and stay organized. To sum it up, using an automated process in this example allows for a digital marketer to only focus on posting for a few days at the beginning of every month, and then never again until the reporting is done.

4. Implement Workflow Changes

Once the problem areas have been identified and efficient and sustainable solutions are selected, it is important to update the workflow created in step one so that it can become the official process of actioning functional activities. A business that incorporates planned and structured automation into its workflow will instantly notice benefits in terms of time-saving and increased efficiency.

Tying It All Together

Although different niches of digital marketing will experience different problem areas that are specific to their type of digital marketing activities, it is important to know how to identify problem areas affecting your specific niche. This is infinitely easier to do by first examining your current workflow and identifying where the main bottlenecks are.

However, even though different digital marketing niches experience different problem areas in their digital marketing activities, the most common problem area is in digital marketing reporting.

Finding a way to monitor and copy data across multiple platforms into a report in order to present results and insights to a client is the ultimate goal for digital marketers, and this is where automation is crucial.

Digital marketing reporting platforms like Oviond make it easy to periodically report on data from multiple data sources with the use of blended templates for both dashboards and reports. Automatically pulling the most important KPIs from various data sources into a single report is a luxury so crucial in this industry, that you’ll wonder how digital marketing was even possible without an automated reporting tool.

Taking this a step further are features such as automated sharing, or Report Automation as we call it on Oviond, that allows you to instantly pull the latest data for your data sources into a report and share it directly via email with your clients.

Image of an Oviond dashboard on a Macbook.

Planning Your Free Time Already?

Automation sounds like the perfect solution to take your business to the next level and set aside some much-needed recovery time from work right! Not only will automation help you run your digital marketing business like a well-oiled machine, but it also allows you to put more focus on business building which you really cannot have too much of.

Let us know how automation has saved time in your business by joining our Facebook community group.

Start Your 15-Day Free Trial Today

Discover the benefits of a customized digital marketing dashboard solution for your agency. Start your 15-day free trial today and see for yourself how Oviond can streamline your operations and enhance client satisfaction.