Marketing Audit Reports Now Available for Accounts!
Why This Matters
We are thrilled to announce the availability of the Marketing Audit Report for all accounts, previously exclusive to Prospect records, now at no additional cost!
By leveraging this tool, cusotomers can:
- Track performance over time
- Present clear before-and-after comparisons to showcase improvements
- Identify areas for improvments
How to Get Started
To begin benefiting from the Marketing Audit Report, follow these steps:
- Navigate to: Account > Settings > Labs
- Enable: ‘Marketing Audit’
- Go to: Account > Reporting > Audit Report
- Click: ‘Generate Report Now’ (Please be patient, as the report is generated)
Feature Eligibility
- Currently available under Labs
- Once fully rolled out, this feature will be available for all accounts by default
Access Control
- This feature is enabled by default for all users within an account
- Manage access by updating Roles & Permissions under:
- Account > Settings > My Staff > Roles
What Can You Do with It?
- Track Progress and uncover new marketing opportunities
- Schedule Reports: Set reports to auto-generate monthly or quarterly with email notifications
- Export to PDF: Easily share reports with stakeholders
Pro Tip
Run the Marketing Audit once a month to measure progress, identify opportunities, and keep your team engaged and informed.
In Case You Missed It: Check out our recent Introduction to Auto-Save and Version History for Your Funnels and Websites announcement for more enhanced management features!
