Weekly Data Tracking (LC)
*Do this every week on the same day each week. (If we have not set a day of the week for Campaign Data Tracking, please contact me.)
- Log into Paperspace
- Go to Machines
- Click the settings cog and restart each Machine
- Once they're On/Ready, open Machine 1
- Track the leads as normal
- For help, refer to the Lead Tracking Workflow
- Then go to Hubspot Contacts
- Click All Saved Filters -> Leads
- Go to the Client's Message Testing Sheet and begin tracking data for the green rows.
- Copy the Target/Audience from the first one in green, then go to Hubspot and find all of the leads that came from that Target/Audience by adding a LeadConnect Sequence Filter.
- Add up the number of leads that came from this Target/Audience and enter it into the corresponding Message Testing Sheet cell.
- Do this for each green campaign, from top to before moving on to the next step.
- Now we are going to gather the rest of the data from LeadConnect.
- Open the bookmarked LeadConnect page in a new tab -> Go to Sequence List
- Gather data for total invites sent and total accepted for each message sequence currently running. Use this info to update the Message Testing Sheet.
- Start at the top of the Message Testing Sheet once again, copy the name of the first Message/Audience, and search it in the LeadConnect Sequence List.
- Add up all TOTAL SENT for each Message/Audience and record that number in the Message Testing Sheet.
- Add up all TOTAL ACCEPTED for each Message/Audience and record that number in the Message Testing Sheet.
- Acceptance % is calculated automatically
- Message Conversion % is calculated automatically
- Overall Conversion % is calculated automatically
- Repeat this process for each client.
- Please report to me once this is completed.
- Congrats, you have completed Weekly Campaign Data Tracking!