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Use case · Commerce brand

Ad and store results on one dashboard

Connect ads and stores, and ROAS fills one dashboard daily

A direct-to-consumer commerce brand running three ad platforms, its own online store and influencer collaborations set up a flow so that campaign and influencer ROAS is on one dashboard every morning, without a marketer logging into each channel and lining up numbers in Excel.

The problem

  1. 01

    A weekly tour of every channel

    A marketer logged into the Meta, Google and Naver ad managers and the store admin one by one, downloading numbers and pasting them into Excel for half a day.

  2. 02

    Influencer results kept apart

    Post links and sales codes were scattered across chat and sheets, so collaborations could not be measured the same way as ads.

  3. 03

    Numbers a week late

    Numbers lined up only once a week in Excel, so budget moved off a weak campaign a week later than it could have.

How Trackit solves it

  1. 1

    Set the channels and the time once

    The marketer sets a recurring schedule trigger for 7 a.m. daily and puts the Meta, Google and Naver ad and store order API addresses and keys into one HTTP request block each. Each influencer collaboration gets a channel performance record with its sales code and fee. That is all a person does.

  2. 2

    The workflow pulls the numbers and calculates them one way

    At that time each day, HTTP request blocks pull this month’s numbers from each channel, and a parse JSON block takes cost, clicks, conversions, revenue and order totals per sales code out of the responses. A formula block divides revenue by cost to get ROAS the same way for ad campaigns and influencers alike.

  3. 3

    Numbers fill the records, and comparing happens on the dashboard

    A create-or-update-record block finds each channel performance record by campaign ID or sales code and changes its numbers, creating a new record for a campaign it has not seen. The dashboard reads these records and shows ROAS by campaign and influencer, and cost and revenue by channel, on one screen. The marketer only has to open it in the morning.

  1. TriggerRecurring scheduleStarts every day at 7 a.m.
  2. ActionHTTP requestPulls numbers from ad and store APIs.
  3. ActionParse JSONTakes out cost, revenue and sales codes.
  4. ActionFormulaDivides revenue by cost to get ROAS.
  5. ResultCreate or update recordFills the numbers on channel performance records.

What changed

Before TrackitA marketer logs into each channel weekly to download numbers
With TrackitThe numbers are on the dashboard every morning
Before TrackitAd and influencer results live in different sheets
With TrackitCampaigns and influencers sit side by side on the same ROAS
Before TrackitBudget moves only after the weekly roundup
With TrackitBudget is set from numbers up to yesterday

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