Last December, I teamed up with my brother (who runs Daily Cookie, an email marketing boutique) to deliver the best-of-breed Power BI app for email marketing. DataChant and Daily Cookie proudly present the ActiveCampaign Email Marketing app. The app is available to download on Microsoft AppSource for free here.
If you don’t have a Power BI Pro license, here is the embedded demo version of the app (You can also explore it on a standalone page here).
How to set up the Power BI App
Login to your Power BI account and install the app on Microsoft AppSource. When your new app is ready, click Go to App. You will also notice the new tile of ActiveCampaign Email Marketing on the Apps view.
On the app you will notice the notification bar. Click Connect your data.
In the Connect to ActiveCampaign Email Marketing window, you will need to provide your account name and API Token.
How to find your Account Name on ActiveCampaign?
Go to your ActiveCampaign login page here (https://www.activecampaign.com/login). You would need to use the same account name that you use in this login page. Don’t provide a full URL that starts with https://, we only need the single-word account name.
How to find your Api Token on ActiveCampaign?
Login to your ActiveCampaign account. Select Settings, Developer and copy the Key in the API Access section.
After entering your account name in the Account Name box and API Access Key in API Token box, click Next.
Note – Keep the Is Demo parameter as FALSE. If you change it to TRUE, the report will refresh your data but will mask all subject lines, email messages and use our demo screenshots.
In the next step, make sure that Authentication method is set to Anonymous and that Privacy level setting for this data source is Organizational as shown in the screenshot below. Then, click Sign in and connect.
You will see that the app Refresh is now in progress.
Once the refresh completes you will see your account analysis instead of the sample data we used for demo purposes. You can explore the various pages on the left sidebar to analyze different aspects of your campaign, including a Campaign view, Performance Analysis, Subject, Body & Link analysis. The main page, Campaign Performance capture the main insights of your campaigns including Open Rates, CTR (Clickthrough Rate), and CTOR (Click-to-Open Rate).
The app provides interactive exploration capabilities including right-clicking on a campaign, selecting Drill through in the shortcut menu, and then clicking the Selected Campaign will navigate to the relevant campaign page.
In the drill through page of the selected campaign you can click the back arrow button to go back to the previous page. You can always go directly to the Campaign View page (second page on the left sidebar) and select your preferred campaign for analysis using the Filters on the right pane.
The app includes the Performance Analysis page to analyze messages by their open rates, CTR and CTOR. Clicking on any box in the scatter charts (#1 in the screenshot) will show you the corresponding metrics for the relevant message on the top section that is highlighted below (#2).
Right-clicking on any box on the scatter charts, selecting Drill through in the shortcut menu and then clicking Selected Campaign will navigate to the relevant campaign in a dedicated page.
The app includes the Subject, Body & Links page to show you the impact of subject line length, message length, and the number of links on your campaigns.
Finally, on the Unsubscription Reasons page, you can analyze the main reasons your audience unsubscribe events over time and location and drill down to the main messages that led to it.
To learn more about Power BI apps and your administration options, go here https://docs.microsoft.com/en-us/power-bi/connect-data/service-template-apps-overview.
In your ActiveCampaign Email Marketing workspace, you can go to the dataset Settings as shown below to change the parameters of the app.
On the Settings page, you can replace the Account Name and Api Token or set a scheduled refresh.
Need help with your email marketing? Contact Daily Cookie.
