Preparing ad campaign data and choosing an output

Before you start

• ✓Data for one clearly defined reporting period: CSV or XLSX exports, PDF reports, or the figures to type in.
• ✓The campaign objective.
• ✓How a lead or conversion is defined, if you report one.

Three outputs

Steps

1. 1

   Step 1: Choose the output

   Choose New Audit, then Digital Marketing Campaign. Under What Do You Need?, choose Campaign Performance Audit, Client Report Generator, or Audit + Client Report.

   New Audit / Digital Marketing Campaign

   What Do You Need?

   Campaign Performance AuditInternal AuditClient Report GeneratorClient ReportAudit + Client ReportTwo ReportsProfessional

2. 2

   Step 2: Set the Project, platform, and period

   Choose the Project, the platform, such as Meta Ads, Google Search Ads, Google Display Ads, YouTube Ads, LinkedIn Ads, Email, or Organic social, the objective, and the reporting period. Future dates aren’t allowed, and the end date can’t be before the start. You can add a currency such as USD.

3. 3

   Step 3: Add campaign data

   Upload CSV, XLSX, or PDF exports, type metrics manually, or both. Screenshots in PNG or JPG are kept as evidence, so type the values you see in them.

4. 4

   Step 4: Review the metrics

   Check each value and its source, resolve any conflict, and confirm the metrics before anything is generated.

5. 5

   Step 5: Review and generate

   On Review & Confirm, check the platform, period, and metrics, then choose Generate Report and confirm.

What you should see

Common problems

Next steps

• HELP ARTICLEReviewing and confirming campaign metricsBefore a campaign report runs, you review each metric Prooflin found, correct or add values, resolve conflicts between sources, and confirm. Nothing is calculated until you do.→
• SAMPLE REPORTFitForge Gym Ad Campaign ReportsThe client report and the performance audit from one June dataset.→
• BLOGHow to Explain Bad Campaign Results to a Client Without Spin or BlameCost per lead doubled and the client call is this week. Lead with the number, label what you know and what you suspect, and promise the work rather than a rebound.→
• CONTACTContact UsIf this article didn’t resolve your question.→