ActiveCampaign & Power BI: How to integrate your data and template

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.

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.

• Switch the export format by selecting "PowerBI".

• Pick 'ActiveCampaign' within the "Source" tab.

• Choose the account(s) from which you wish to extract data. It's possible to add multiple accounts.

• Define your metrics and dimensions for the data request. You may pick multiple options here.

• Select your desired time frame, either a custom range or a predefined period.

• Apply any necessary filters to refine your data. Multiple filters can be used.

• Adjust options specific to ActiveCampaign as needed.

• With the set-up complete, an URL will materialize at the top. Opt for "Preview" to catch a glimpse of your data.

• Post-preview, if the data aligns with your needs, copy the URL for use in PowerBI.

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'.

• Stay in the basic mode and paste the request URL you've captured earlier.

• 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.