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How to generate campaign Reports
How to generate campaign Reports

Analyze the performance of your collaborators' content & gain valuable insights

Sarah avatar
Written by Sarah
Updated over 5 months ago

Analyzing the performance of your collaborators' content and gaining valuable insights is crucial for optimizing your influencer marketing campaigns. Heepsy’s reporting feature offers detailed insights into your collaboration performance, allowing you to make informed decisions. Here’s a step-by-step guide on how to generate and use campaign reports effectively.


Creating a Report

  1. Create a New Report

    • Click on "New Report" in the Reports section.

    • Name your report, and it’s ready to go. You can edit the report name or delete it by clicking the three dots next to it.

  2. Applying Filters

    • By default, your first report includes information from all your boards. Use filters to focus your report.

      • Choose Specific Board: Select the board you want to analyze.

      • Select Columns: Choose columns from one or more boards.

      • Analyze Campaign Offer: Focus on a particular campaign offer.

        • Set Time Period: Define a specific time period for the analysis.

Remember to save your report after applying filters, or discard it if you change your mind. Combining filters makes your report more specific, but it may not yield results if there's no corresponding data.

What to Expect in Your Report

Once you've selected your boards, cards, and campaigns, a comprehensive report is generated, categorizing data into:

OVERVIEW:

In the overview, you can choose from 12 sections out of the available 23 for review. To edit a section, simply click on the icon located in the corner of the section.

Metrics to select: Sales revenue, total cost, CPM, CPC, ROI, CPE, CPA, EMV, likes, comments, shares, total media, Instagram posts, YouTube videos, TikTok videos, total engagement, campaign engagement rate, clicks, estimated impressions, estimated reach, creators, social media accounts, audience.

ENGAGEMENT

The engagement metrics for the media content posted on the selected board are summarized below. These metrics encompass total media, Instagram posts, YouTube videos, TikTok videos, likes, comments, shares, clicks, total engagement, campaign engagement rate, and EMV.

Additionally, pie-type graphs depict the distribution percentages of likes, comments, and shares across the chosen social networks.

E-COMMERCE & SPENDING

Here's a brief overview of the data associated with the tracked links through the Shopify integration. Additionally, if you have sales data from other channels, you can manually add it to the report by editing the respective field in the table.

CREATORS:

Here is a summary of the creator's metrics featured on the cards from the selected board.

You have the option to generate a summary in either table or bar graph format based on the columns selected for display in the icon

You can choose from all 14 available filters or select as many as needed, including Networks, estimated reach, estimated impressions, total media, Instagram posts, YouTube videos, TikTok videos, likes, comments, shares, clicks, total engagement, campaign engagement rate, and EMV.

MEDIA

Snapshot of loaded media in boards allow you to categorize top-performing content or explore all selected content with ease.

Tips for Effective Reporting

  • Regularly Update Reports: Keep your reports up to date by regularly generating new reports and updating existing creator cards in your boards with the latest data.

  • Use Detailed Filters: Utilize the available filters to create detailed and focused reports that provide deeper insights into specific aspects of your campaigns.

Analyze Trends: Look for trends in the data over time to understand what’s working and what needs improvement.

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