Using the Generate Marketing Audit Report Workflow Action
About the Generate Marketing Audit Report Action
This workflow action automatically creates a detailed Marketing Audit Report for a contact whenever they enter your workflow. By analyzing the business information available on the contact's profile, this action provides your team with immediate insights into a lead's online marketing presence, helping to streamline qualification and personalize outreach efforts.
What is a Marketing Audit Report?
A Marketing Audit Report is an automated analysis of a business's local marketing performance. It evaluates critical areas such as the accuracy of online business listings, website effectiveness, Google Business Profile status, SEO rankings, and overall online reputation. This report is a valuable tool for identifying growth opportunities and crafting data-driven marketing strategies.
Prerequisites
Before you can use this action, you must ensure the following:
- Your sub-account has an active subscription to the Prospecting Tool.
- The Prospecting Tool is enabled within your account settings.
How to Use the Action
To automatically generate reports for new leads, follow these steps:
- Create a new workflow or edit an existing one.
- Set the trigger to an event like Contact Created to capture new contacts.
- Add the Generate Marketing Audit Report action to your workflow sequence.
- Publish the workflow to activate it.
Once a contact enters the workflow, the action will run. It uses available details from the contact's profile—such as business name, website, email, or phone number—to identify the correct business entity and perform a comprehensive audit. The more complete the contact information, the more detailed the resulting report will be.
Finding the Generated Report
After the workflow runs successfully, the Marketing Audit Report is attached to the contact within the Prospecting Tool. To view it:
- Navigate to Marketing > Prospecting Tool in your CRM's main menu.
- Use the search function to locate the specific contact.
- The newly generated report will be available for that prospect.
Duplicate Prevention
The system includes safeguards to maintain data cleanliness. For contacts that were originally created by the Prospecting Tool itself, the action will automatically prevent the generation of duplicate reports and will not re-trigger the audit workflow. This ensures that audits are only created when necessary.
Example Use Case: Automating Lead Audits
You can configure a workflow to audit every new lead entering your CRM, regardless of their source—be it a web form, Facebook Ad, import, or integration. By using the Contact Created trigger with the Generate Marketing Audit Report action, each new contact will be instantly analyzed, and a report will be generated. This provides your sales team with immediate, actionable insights to personalize their follow-up communication based on the lead's current marketing landscape.
Frequently Asked Questions
Can I export and customize the report as a PDF?
Yes. The Prospecting Tool includes functionality to export the Marketing Audit Report as a PDF. You can also customize the exported PDF to align with your company's branding.
Can I share the report in different languages?
Yes, multilingual report sharing is supported. When generating a shareable link or sending the report via email or SMS, you can select the language in which the report will be displayed.