Automate Marketing Audit Reports in Workflows
What is Marketing Audit Report Automation?
Marketing Audit Report Automation lets you automatically create a detailed marketing analysis for a contact and use that report in your automated communications. This connects the process of capturing a lead, analyzing their business, and starting a personalized conversation—all without manual effort. When you add the specific action to a workflow, the CRM generates the report and creates dynamic pieces of information you can use to personalize follow-up messages like emails or texts.
Key Benefits
Automating this process offers several advantages for scaling your outreach:
- Save Time: Eliminate the manual steps of creating and sending reports individually.
- Increase Personalization: Automatically include the prospect's business name and a direct link to their unique report.
- Speed Up Engagement: Deliver valuable insights to new leads immediately, improving response rates.
- Scale Efforts: Handle a high volume of prospects consistently without extra work.
- Build Trust: Provide actionable feedback upfront to establish credibility.
Using the Generate Marketing Audit Report Action
This action is the engine of the automation. You add it to a workflow, and it performs two key functions:
- It creates a unique marketing audit report for the specific contact entering the workflow.
- It generates custom values containing the report link and the contact's business name for use later in the workflow.
Available Custom Values
Once the report is generated, these specific pieces of dynamic data become available to insert into your messages:
- Prospect Web Report Link: The unique URL where the contact can view their audit.
- Prospect Business Name: The name of the contact's business, pulled from their contact record.
Inserting Audit Data into Messages
You can use the custom values to create highly relevant emails or SMS messages. In your message editor, you would insert the values where you want them to appear. For example:
Email Body:
Hello {{prospect_business_name}},
We've prepared a complimentary marketing audit for your company. You can access the full report here: {{prospect_web_report_link}}
SMS Body:
Hi {{prospect_business_name}}, your personalized marketing audit is ready: {{prospect_web_report_link}}
How to Set Up the Automation
To ensure the custom data is available when you send a message, follow these steps in order:
- Go to the Automation section and select Workflows.
- Create a new workflow or edit an existing one.
- Set up a trigger for the workflow, such as a form submission or a new contact being added.
- Click + Add Action and search for and select the Generate Marketing Audit Report action.
- Add a subsequent action, like Send Email or Send SMS.
- Within the message editor for that step, insert the Prospect Web Report Link and Prospect Business Name custom values where desired.
- Complete writing your message, save your workflow, and publish it.
Frequently Asked Questions
When are the custom values for the audit report created?
They are generated immediately after the Generate Marketing Audit Report action runs in the workflow for a contact.
Can I use these audit report custom values outside of a workflow?
These particular values are generated within the context of a workflow and are primarily designed for use in subsequent steps of that same workflow.
What if I place an email step before the audit report action?
The custom values will not exist yet, so they cannot be inserted. Always place the audit report action before any messaging steps that need to use the report link or business name.
Does this work for leads from any source?
Yes, it works for any contact that enters the workflow, whether from a form, an import, an integration, or another trigger.
Is each audit report link unique?
Yes, a unique link is generated for each individual contact.
Can I customize what's in the audit report?
Options for customizing the report's content are managed within the CRM's marketing audit report settings, separate from the workflow setup.