Did You Know You Can Build a Marketing Scorecard in HighLevel
For a 14-day free trial, click
———
Want someone from the team to walk you through it? Click here
———
Visit the Did You Know blog for other great resources
———
For more information about this and other topics, be sure to visit the knowledge base
———
For other helpful tutorials, visit our Content Army playlist
Learn how to build automated marketing scorecards in HighLevel to enhance client relations and transparency. Discover the steps to generate detailed reports, highlight key metrics, and schedule regular updates to ensure clients have instant access to campaign performance data. Improve retention rates and build solid relationships with this efficient reporting system.
00:00 Introduction: The ROI Question
00:18 The Client Communication Challenge
01:00 Solution: Automated Marketing Scorecards
01:13 Creating Custom Reports in HighLevel
01:44 Leveraging Data for Better Campaigns
02:23 Advanced Metrics and Custom Formulas
03:02 Scheduling and Automation
03:31 Conclusion and Next Steps
Can I embed this to the dashboard itself?
Love to see a lot more of the custom conversion options people are building.