Write the weekly campaign roll-up in Google Sheets
Set Carly up to pull last week's campaign performance every Monday and she'll write the standard rollup tab in the Campaign Performance Sheet, highlight the 2 best and 2 worst campaigns by CPA, and drop a 4-line summary into Slack #marketing with links straight back to the sheet.
Google Sheets 
HubSpot 
Google Analytics What Carly does
- 01 Pull last week's campaign sends, opens, and clicks from HubSpot
- 02 Pull the same window from Google Analytics: sessions, conversions, CPA per campaign
- 03 Write the standard rollup tab in the Campaign Performance Sheet — one row per campaign
- 04 Highlight the 2 best and 2 worst campaigns by CPA with a one-line note on each
- 05 Drop a 4-line summary into #marketing on Slack with a link back to the sheet
Monday morning, the rollup is already in Slack
No more cobbling numbers together from three tabs. The sheet is current, the winners and losers are called out, and the team reads the read in Slack instead of opening a dashboard.
Email this to Carly to kick it off.
Hey Carly, Can you run the weekly campaign roll-up for me, every Monday at 8am ET? Pull last week's campaign performance: sends, opens, and clicks from HubSpot, plus sessions, conversions, and CPA from Google Analytics. Write the standard rollup tab in the Campaign Performance Sheet — one row per campaign, week-over-week deltas in the right-hand columns. Then highlight the 2 best and 2 worst campaigns by CPA with a one-line note on each (what worked, what didn't). Drop a 4-line summary into #marketing on Slack with a link straight back to the sheet so anyone can dig in. Thanks!
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