How to add SurveyMonkey data to Marketing Agency client report

How to add SurveyMonkey data to Marketing Agency client report

SurveyMonkey produces a lot of useful data. It provides free customizable surveys and a set of features that help get insights from answers to surveys and online polls. Marketing Agencies use this tool as part of promotional campaigns for their clients.

But the agencies also have to provide clients with reports that show what work is done with the help of SurveyMonkey, and what results the campaign achieved. That is where Marketing Agencies need SurveyMonkey reports.

Creating client reports is a big part of job of any marketer. It takes a lot of time. Octoboard helps Marketing Agencies manage thousands of clients by providing easy-to-setup metric reports that they can schedule and send automatically. 

Octoboard’s SurveyMonkey integration allows Marketing Agencies to save time by setting up a simple dashboard with SurveyMonkey metrics. This dashboard is easily turned into a scheduled client report. If you do not have time to select and add metrics, you can use ready-made templates that can also be transformed into an automated report.

Here is how you can add SurveyMonkey to client report:

SurveyMonkey data dashboard

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How to create a LinkedIn data Marketing Agency client report

How to add LinkedIn data to Marketing Agency client reports

LinkedIn is one of the largest Social Media platform for professionals. LinkedIn is used by some 65 million professionals all over the world and it is a great resource to promote products and services to highly targeted audiences. Marketing agencies use LinkedIn data extensively. Clients of marketing agencies look for insights and reports on how effective LinkedIn campaigns are and if LinkedIn ROI justifies ad spend.

We at Octoboard have recently become Marketing Partners with LinkedIn. This allows us to collect a lot of useful data on ad campaigns and user engagement. We are now analyzing LinkedIn marketing data and building new integrations for our 2000+ clients.

This post shows how to collect non-ad related LinkedIn data and easily share it in your business data dashboard or with clients via automated reports.

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Merry Christmas

Merry Christmas!

We are sending you the greetings of the season with all our love! May the spirit of the Christmas fill your home with peace.

To all our 2.500+ clients and partners we would like to say a BIG THANK YOU for being part of Octoboard. We could never have done this without your support.

We will keep building our product, add features and value to make sure you save time, win more business and use your data with Octoboard.

Merry Christmas and a Happy New Year!!!

Yours, Octoboard
London – Dublin – Barcelona – Prague – St. Petersburg – Gurgaon

Octoboard has joined LinkedIn Marketing Developer Program

Octoboard has joined LinkedIn Marketing Developer Program

We are happy to let you know that Octoboard is now an official LinkedIn Marketing Developer Partner!

The LinkedIn Marketing Developer Program is designed as an effort (and a very successful one!) to help digital marketers to work with LinkedIn and its analytics.

It’s great news for you

LinkedIn is one of the most popular Social Media in the world where users communicate and promote. So why not make promotion easier? Monitor what strategy works best for your or your client’s business. Octoboard LinkedIn dashboards and template help you save time – no more data collection and choosing of metrics that matter. No more report making – Octoboard creates it for you!

It’s great news for us

Octoboard supports all the key web analytics tools and sees its goal in making a marketer’s life easier. LinkedIn is a perfect place for digital marketing activities. The fact that LinkedIn integrates with Octoboard and other online marketing tools means we can deliver more analytics to you and thus simplify the process of managing your LinkedIn campaigns.

Today we begin defining LinkedIn Ads integration and Octoboard report templates for Marketing Agencies. Lets see if we can implement and release LinkdeIn Ads integration in 2 weeks!

disqus data featured

How to create Marketing agency report with Disqus data

Disqus is a blog comment hosting service for websites and online communities. Features of Disqus include social integration, social networking, spam and moderation tools, analytics, email notifications, and mobile commenting.

When a business wants to have a thorough marketing strategy to promote their products or services, it can’t miss the opportunities Disqus gives its users. If content is king, then comments are among his most effective tools that turn visitors into customers.

If you are a Marketing Agency that promotes a certain number of businesses at a time, you  spend a lot of time creating marketing reports for your clients to let them see results of your work. We at Octoboard provide businesses, marketing agencies and bloggers with analytics and data presented in dashboards and reports that we generate and send to your businesses and their clients automatically.

Today we show you how to create a Disqus dashboard and report for a Marketing Agency and combine that data with other metrics. As always, it will only take 1 minute to setup and display.


How to add Disqus data metrics to a dashboard and report

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YouTube data

How to add YouTube data to Marketing Agency client report

YouTube is a perfect marketing channel for your client’s product. Videos are a great way of communicating ideas and, of course, selling. Marketing Agency clients want to see how their YouTube channel is working for them. Sending automated client reports every two weeks or monthly is an absolute must for any successful marketing agency today. That is where Octoboard Marketing Agency reports step in and help agencies save a lot of time per client by using YouTube data reports.

Here is how Marketing Agencies can automate the process of creating client reports.

Octoboard dashboards and templates allow you to have all the data not only at hand, but also generated as a report for clients of Marketing Agencies and sent automatically to them. Such way of representation of data helps Marketing Agencies and their clients get actionable insights out of information and make right business decisions.

YouTube data

How to add your client’s YouTube data to a report

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How to add Google Analytics data to Marketing Agency client report

How to add Google Analytics data to Marketing Agency client report

Clients of Marketing Agencies want value for their money and they demand updates. They want to see efforts made by agencies and, of course, they want results. They try to understand what works and provide input. This is why sending automated client reports every two weeks or monthly is an absolute must for any successful marketing agency today. Web analytics from Google is a big part of the regular client report.

Unfortunately, Google Analytics is complicated and to build a report from scratch will take hours. The only possible way for marketing agencies to provide visibility to their many clients on a regular basis is to AUTOMATE the whole process. Here is how successful agencies use Octoboard to build and send beautiful reports to thousands of their clients daily.

Here is how you could save time by generating web analytics reports from Google Analytics data automatically.

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How to use WordPress data in dashboards and marketing reports

How to add WordPress data to marketing agency report

WordPress is a free blogging and website platform used by every 4th website owner (at least). Usage of WordPress generates a lot of interesting data that can be used for marketing and brand analysis and monitoring – by marketing agencies and individual bloggers.

Marketing agencies can use this data to send reports to clients and show the level of engagement posts generate as well as what posts work well. Tags ranking could be useful for individual bloggers while author ranking is useful for large online blogs.

Here is how you can analyze WordPress data and share it with team members and marketing agency clients automatically with Octoboard:

First, follow these steps to get WordPress data into Octoboard:

  1. Go to Octoboard
  2. Select WordPress from the list of applications and use your WordPress login to start collecting data
  3. Select metrics from the list available Octoboard widgets, for example, TOP POSTS, ENGAGEMENT, LATEST COMMENTS and place it on a dashboard
  4. That’s it!

Instead of adding data and sharing it with your clients widget by widget, you can use ready-made Octoboard templates and make them part of your office dashboard or, if you are a marketing agency, send automated email reports to your clients.


WP Content

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QuickBooks template for business

QuickBooks Overview template for business

Octoboard adds QuickBooks template to business performance dashboard. You can now combine finance metrics from QuickBooks with SalesForce, Stripe, Google Sheets and other data services – all in one place. You don’t need to select metrics one-by-one, they have already been grouped for you. As always, you can always modify the dashboard you create using any of the Octoboard templates and integrations.

QuickBooks Overview template

QuickBooks Overview template metrics

  • OVERVIEW – Revenue, expenses, income over time.
  • INCOME – Revenue over time.
  • TOP CUSTOMERS – Income, Profit, Expenses from your top customers.
  • NET INCOME – Net income over time.
  • TOP CUSTOMERS  – Customer ranking by revenue (income)

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Monitor your finance metrics with QuickBooks

Monitor your finance metrics with QuickBooks

Monitor your company finance metrics with QuickBooks

We are adding QuickBooks metrics to our business performance dashboard. QuickBooks dashboard from Octoboard now allows you to monitor your finance metrics and combine them with data form other cloud applications that your startup or business use (SalesForce, Google Sheets, Stripe and so on). Having all the information presented in a dashboard that keeps updating automatically helps you track your finances and saves you time – no more switching between platforms or constant logins.

Leave all that data collection complexity and updates to Octoboard.

QuickBooks finance metrics in a dashboard

QuickBooks metrics by Octoboard

The following groups of metrics are reported in Octoboard QuickBooks templates and dashboards:

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