blog post

Connect ActiveCampaign to Looker Studio : How-to, templates and metrics

Johan Chemin
April 30, 2024
Connect ActiveCampaign to Looker Studio : How-to, 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

ActiveCampaign is a powerful email campaign manager that lets you keep in touch with all your contacts, users, and customers. However, the reporting possibilities could be higher, and sharing is complex.

With Looker Studio, you can create an excellent report for your campaign performance, present it to everyone, and share a live report anyone can access anytime!

Thanks to the Catchr connector, you can easily link ActiveCampaign and Looker! Here's the complete tutorial on how to use your ActiveCampaign data on Looker Studio:

Connect your ActiveCampaign account to Catchr.

Get the URL and API Key in ActiveCampaign. 

To connect your account to Catchr and Looker Studio, you will need your ActiveCampaign URL and an API Key.

You can find the URL and the API in the same menu in ActiveCampaign.

From the homepage of your ActiveCampaign account:

  • Go to Settings (there is a settings logo at the bottom left of your screen).
Go to settings in ActiveCampaign
Go to settings in ActiveCampaign
  • Then go to Developer.
Get your ActiveCampaign URL and API Key
Get your ActiveCampaign URL and API Key

Here's your API URL and API Key. Keep this tab open. You will need it in the next step.

Add a new Source on Catchr.

Now, open your Catchr account and go to:

  • Source -> Add a new Source
  • Select the ActiveCampaign integration.
  • Enter your URL and API key in the adequate input.
  • Click OK

Catchr will now fetch your account. Once done, it will appear in the list like this:

Active Campaign account linked to Catchr
Active Campaign account linked to Catchr

How to Connect Your ActiveCampaign Account to Looker Studio

Create an Account on Looker Studio

If you are new to Looker Studio, you'll need to start by setting up your account. It's a simple process especially for those who already have a Google account, which can be used to sign in directly to Looker Studio.

Creating a new account on Looker Studio

Connect ActiveCampaign to Looker Studio

Let's embark on a detailed tutorial that will illustrate how to connect your ActiveCampaign account to Looker Studio. Follow these steps closely for a seamless integration experience.

  • Navigate to your Looker Studio dashboard and click on "Create".
Creating a new project in Looker Studio
  • Next, select "Report".
Selecting 'Report' option in Looker Studio
  • In the data connectors gallery, locate and select the 'Catchr ActiveCampaign data connector'.
Searching for Catchr ActiveCampaign data connector

Step-by-Step Guide on the Authorization Step

If this is your first time utilizing this data connector, you'll need to provide the necessary authorizations for Looker Studio and Catchr. Below is a breakdown of the process:

  • Authorize Looker Studio's use of the community connector.
Authorizing Looker Studio for community connector
  • Select your desired Google Account.
Choosing a Google Account for Looker Studio
  • Review the authorization requirements for Looker Studio, then scroll to proceed.
Reviewing authorization requirements
  • Grant access by clicking "Allow".
Allowing access for Looker Studio
  • Click the second 'Authorize' button below 'ActiveCampaign requires authorization to connect your data to Looker Studio'.
Authorizing ActiveCampaign to connect to Looker Studio
  • A pop-up will appear with instructions for granting Catchr permission to link with your ActiveCampaign account. Once completed, you should see the following confirmation.
Confirmation of successfully authorizing ActiveCampaign
  • Allow a brief period for loading, then return to the connector page and scroll down.
Loading screen after authorization
  • Choose the ActiveCampaign account that Catchr will have access to and click on "Add".
Selecting ActiveCampaign account to add to Catchr
  • If the "Add" button is not located at the bottom right, check the top right of the screen for a "Create Report" or "Report" button instead.

In summary, you've just completed the setup and authorization process. Your ActiveCampaign data is now successfully connected to Looker Studio through Catchr, paving the way for advanced data visualization and insight generation.

Example of Metrics You Can Use with the Looker Studio Integration for ActiveCampaign

ActiveCampaign's integration with Looker Studio offers an extensive array of metrics that can prove invaluable for marketers looking to analyze and visualize their data. With the metrics available through this connection, you can create comprehensive dashboards that reflect your campaign's performance, contact engagement, and much more.

Here's a glance at what kinds of metrics you can work with:

  • Email Engagement Metrics: Such as 'Campaign Opens', 'Campaign Unique Opens', 'Campaign Link Clicks', and 'Campaign Unique Link Clicks' to measure the effectiveness of your email campaigns.
  • Contact Information Metrics: Which include 'Contact Creation Date', 'Contact Email', 'Contact First Name', and 'Contact Last Name', providing detailed insights into your audience demographics.
  • Campaign Analysis Metrics: Like 'Campaign Type', 'Campaign Name', and 'Campaign Send Date' that help understand the reach and timing of your campaigns.
  • Automation and Deal Metrics: 'Automation Status', 'Deal Value', and 'Deal Stage Name', useful for tracking sales funnel progress and automated marketing effectiveness.

Enhance your analysis by exploring other metrics like 'Campaign Social Shares', 'Campaign Surveys', and 'List Analytics Domains' to understand how recipients interact with your campaigns across different platforms and mediums. Customize dashboards to display this data in a way that's most actionable for you and your team.

Looker Studio also allows you to combine data from multiple sources, so you can integrate ActiveCampaign information alongside other data sets for a more comprehensive overview.

To see the full listing of available metrics, feel free to visit the ActiveCampaign metrics page.

With the correct setup, the data retrieved from ActiveCampaign via Looker Studio can offer detailed insights that support more informed decisions, ultimately enhancing your marketing strategies.

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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