blog post

Explore your ActiveCampaign mail KPI in PowerBI : How-ti, templates and metrics

Florian Cabirol
November 28, 2023
Explore your ActiveCampaign mail KPI in PowerBI : How-ti, templates and metrics

Quick steps to create a ActiveCampaign report with Google Sheets:

You can easiliy create a ActiveCampaign report following this step :

  1. Get informations from the data integration from our ActiveCampaign connector.
  2. Create a source on catchr.io.
  3. Download our Google Sheets extensions.
  4. Configure and run your request
If you need more informations, you can follow the tutorial.

How to install Google Sheets Catchr Add-on.

To start exporting your ActiveCampaign data to Google Sheets, you need to install the Catchr add-on. You currently have two options :

Option A: Via the marketplace:

  1. Visit the Catchr Add-on page on the Google Workspace Marketplace and click "Install."
  2. Grant the necessary permissions for the add-on.
  3. Upon successful installation, open a Google Sheets to proceed.
Connect Google Sheet to Facebook Ads
Install Catchr Google Sheets Add-on

Option B: Directly within a Google Sheets:

  1. Open a new Google Sheets.
  2. In the top menu, click "Extensions", then hover over "Add-ons" and select "Get add-ons."
  3. Search for "Catchr" and choose "Catchr - data connector."
  4. Click "Install" and grant the required permissions.
  5. Close the installation pop-up when completed.
  6. Start using the Catchr add-on.
Install Catchr Add-on for Google Sheets
Install Catchr Add-on for Google Sheets

Once you have installed the add-on, you can start making requests.

The tutorial

Quick steps to create a ActiveCampaign report with Looker Studio:

You can easiliy create a ActiveCampaign report following this step :

  1. Get informations from the data integration from our ActiveCampaign connector.
  2. Create a datasource and new report on Looker Studio.
  3. Choose your metrics and dimensions.
  4. Use charts with your metrics and dimensions.
If you need more informations, you can follow the tutorial. You can also find a template for ActiveCampaign at the end of the page.

The tutorial

Quick steps to create a ActiveCampaign report with PowerBI:

You can easiliy create a ActiveCampaign report following this step :

  1. Get informations from the data integration from our ActiveCampaign connector.
  2. Create a source on catchr.io.
  3. Configure your request on the PowerBI request manager.
  4. Copy the given URL in PowerBI
If you need more informations, you can follow the tutorial. You can also find a template for ActiveCampaign at the end of the page.

The tutorial

Welcome to Catchr's detailed tutorial for marketing professionals. By following this step-by-step guide, you'll gain the ability to seamlessly integrate your ActiveCampaign marketing data with PowerBI. You'll discover how to visualize key marketing metrics to elevate your data analysis and reporting capabilities.

How to connect your ActiveCampaign account to PowerBI

Add a source on Catchr

To commence the integration process, navigate to the Catchr homepage. Look for the 'Source' option within the left menu. Proceed to click on 'Add a Source' located in the upper right-hand corner of the interface.

From the ensuing list, select 'ActiveCampaign' and initiate the authentication process to form a connection between Catchr and ActiveCampaign.

Add a source on Catchr

Create the request to transfer ActiveCampaign data to PowerBI

We're now going to guide you through creating an API request within Catchr for data export:

  • Click 'API' on the left-side menu.
API section on Catchr
  • Switch the export format by selecting "PowerBI".
Switch export format to PowerBI
  • Pick 'ActiveCampaign' within the "Source" tab.
Select ActiveCampaign as source
  • Choose the account(s) from which you wish to extract data. It's possible to add multiple accounts.
Select ActiveCampaign accounts for data extraction
  • Define your metrics and dimensions for the data request. You may pick multiple options here.
Select metrics and dimensions
Additional metrics and dimensions selection
  • Select your desired time frame, either a custom range or a predefined period.
Choose the period for data extraction
  • Apply any necessary filters to refine your data. Multiple filters can be used.
Apply filters to your data request
  • Adjust options specific to ActiveCampaign as needed.
ActiveCampaign-specific options
  • With the set-up complete, an URL will materialize at the top. Opt for "Preview" to catch a glimpse of your data.
URL generation and preview option
  • Post-preview, if the data aligns with your needs, copy the URL for use in PowerBI.
Data preview
Copy the generated URL

Import the ActiveCampaign data and KPI to PowerBI

PowerBI Desktop

For PowerBI Desktop, you'll import data using a 'Web' data source:

  • Select 'Get Data' and then choose 'Web'.
Select 'Get Data' then 'Web'
  • Stay in the basic mode and paste the request URL you've captured earlier.
Paste the request URL
  • Click 'OK' to proceed.

It may take some time for PowerBI to process your data. After which, you can utilize PowerBI Query to fine-tune your query and manage field types. Begin creating your dashboard with the newly integrated data, readying it for publication and sharing.

PowerBI Web App

In the PowerBI Web App, import your dataset from PowerBI Desktop and use it in the web app to construct new reports. Access published datasets in 'New Report' for your reporting needs.

In the culmination of this guide, you should now have the expertise to link your ActiveCampaign data with PowerBI, transforming raw metrics into insightful, shareable dashboards.

Example of metrics you can use with the PowerBI Integration for ActiveCampaign

As marketing professionals, we recognize that extracting the most out of your marketing data is crucial. By integrating ActiveCampaign metrics into PowerBI, you unlock the potential to develop comprehensive dashboards that reflect your email campaigns' performance, subscriber growth, and engagement metrics.

Here are some compelling ways to leverage your ActiveCampaign data in PowerBI:

  • Subscriber Trends: Visualize growth patterns by using metrics like 'Contact Creation Date' and 'Contact Unsubscribe Date', allowing you to understand your audience's churn.
  • Campaign Performance: Analyze data like 'Campaign Opens', 'Campaign Link Clicks', and 'Campaign Unsubscribes' to refine and optimize your email marketing strategies.
  • Engagement Analysis: Utilize 'Deal Win Probability' and 'Contact Engagement' metrics to gauge the success of your sales funnel and lead nurturing practices.
  • Behavioral Segmentation: Break down your audience into segments using 'Contact Segment.io Id' and campaign engagement data to target communications more effectively.

For a complete list of all the metrics you can utilize, please visit Catchr's ActiveCampaign metrics guide.

PowerBI provides a dynamic, interactive canvas for your data, empowering you to reveal the stories hidden within your marketing campaigns and make data-driven decisions to boost your ROI.

Bonus : Your free Template ActiveCampaign - Campaign Overview Template

In this ActiveCampaign template, you will find all the metrics and dimensions you would need to get a better view of your data.

If you need more templates, you could look at our looker studio template gallery.

Bonus : Your free ActiveCampaign OverviewTemplate for PowerBI

In this ActiveCampaign template, you will find all the metrics and dimensions you would need to get a better view of your data thank to our integrations.

If you need more templates, you could look at our PowerBI template gallery.

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