Contacts Added Over Time custom report

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How to create a Contacts Added Over Time custom report

The Contacts Added Over Time custom report is a powerful feature within ActiveCampaign that allows users to analyze the number of contacts added to their account over a specific period. This report is crucial for understanding trends in contact acquisition, helping teams refine their marketing strategies and evaluate the effectiveness of outreach campaigns. In this article, we'll guide you through the process of creating this custom report, accessing the reporting tool, and utilizing its features to gain valuable insights.

How to Access the Custom Reporting Tool

To get started with the Contacts Added Over Time custom report, you need to access the custom reporting tool located in the Reports section of your ActiveCampaign account. Follow these steps:

1. Click on Reports in the left menu of your account. 2. Select Custom Reports from the options available, which will include both standard reports and your custom report options.

Creating the Contacts Added Over Time Custom Report

To create your custom report, follow these step-by-step instructions:

Step 1: Explore Contacts

1. Click on Contacts located under the Explore section. This action will expand the Contacts view.

Step 2: Add a Time Dimension

1. You need to add a time dimension to the report. Click on Date Created to unveil dropdown options. 2. Select Month to categorize the data monthly.

Step 3: Add Report Measures

1. In the Contacts section, scroll down until you find the measures options. 2. Click on Count located under Measures. This will prepare your report to display the total number of contacts added.

Step 4: Run the Report

1. Click the Run button located at the top of the page. 2. The data will be generated and presented in a table format showing the total contacts added each month.

Adding a Chart to the Report

To enhance your report with visual data, follow these steps:

1. After running the report, click on the Visualization header. 2. Choose the Line Chart option to visualize the number of contacts added to your account month by month.

If you want to analyze how many contacts were added over time by country, you can pivot the data:

1. Hover over the Country field under Contacts > Dimensions, then click the Pivot symbol. 2. Click the Run button again to generate the updated chart which will illustrate the contacts added, categorized by country.

Save and Access the Report

Once your custom report is tailored to your needs, it’s important to save it for future access:

1. Click on the gear icon next to the Run button. 2. Hover over the Save option, and then select As a Look.... 3. In the given Title field, enter a descriptive title such as "Contacts added over time." 4. Choose where to save the report. You can opt for "My folder" for personal access, or "Group" for shared access among users with Custom Reporting permissions. 5. Click on Save.

Now, your saved report can be accessed in the Custom Reports menu by selecting the file icon and choosing the appropriate folder and saved look.

Best Practices and Tips

- Regularly review your custom reports to stay updated on contact trends. - Use descriptive titles for saved Looks to easily identify reports. - Consider utilizing additional dimensions or measures to enrich the data presented in your reports. - Leverage the chart features for clear visual communication of trends within your team.

Troubleshooting

If you encounter issues while creating your custom report, consider the following:

- Ensure that you have the necessary permissions to access the Custom Reporting tool. - Confirm that you have selected both the dimensions and measures correctly before running the report. - If data does not appear as expected, verify that your filters and settings are set to the desired parameters.

Frequently Asked Questions (FAQ)

1. What plans include the Contacts Added Over Time custom report?

The feature for custom reports is available as an add-on for Plus and Professional plans, while it is included in the Enterprise plan.

2. Can I edit my saved custom report after saving it?

Yes, you can access and edit any saved report at any time by navigating to the specific Look in your saved folder.

3. How can I add more dimensions to my report?

You can add dimensions by selecting the respective options in the Contacts section before running the report.

4. Is there a limit to the number of contacts I can analyze?

No, you can analyze any number of contacts added over the set period within the report.

5. Can I share my custom reports with team members?

Yes, if saved in a shared folder, other users with Custom Reporting permissions can view the reports.

6. What format does the data display in once the report is run?

The data is rendered in a table format, which can further be represented visually as a chart.

7. How often should I run the Contacts Added Over Time report?

It depends on your business needs, but regularly updating your report can help keep track of marketing effectiveness and trends.

By following the guidelines provided in this article, you can effectively create and manage the Contacts Added Over Time custom report to leverage valuable insights from your contact management activities within ActiveCampaign. ```