Create a Dashboard: Active Campaign Account snapshot

Create a Dashboard: Active Campaign Account snapshot

This article takes you through all of the requirements for creating a  "Your Account Snapshot Summary" dashboard for your ActiveCampaign account. It provides the latest view of the following metrics. 

  • Total Contacts
  • Contact bounces
  • Total emails sent
  • Emails per contact
  • Average contact score
  • Contact lists
  • Automation summary
  • Total tag  volumes as below.

Template: Your Account Summary

You will need create your own copy of the template for this lesson. 

You can copy it from this location. Your Account Snapshot


Create your data sources (including custom metrics)


Standard Data sources

For "Your Account Summary"  dashboard you will need to create four standard data sources from  the following resources. These contain no custom dimensions or metrics.

Resources

  1. Automations
  2. Contact Lists
  3. Lists
  4. Tags

Data Source with Custom Metric

You will also need to create a fifth data source. This data source will require one custom metric as per table below. 

Resources

  1. Contact

Metric

You will need to go into the design and create metric below

Name
Type
Formula
Emails Sent per Contact
Metric
sum(sentcnt)/count(id)


This video also shows you how to create the data sources and metrics.




With your Data sources build you are now ready to configure the "Your Account Summary" dashboard from the template that you downloaded in the first lesson of this chapter. You can open the Data Studio template in a new tab and watch the video to follow along with the configuration. 



Creating a data blend for your dashboard


Creating Data Blends

To finish configuring "Your Account Summary" dashboard, you will need to create a data blended data source. 

A data blend takes two or more data sources that you have created and joins them on a common key. Data blends are commonly used to add richer detail about the data you are trying to analysis. Typical common keys include dates, product ids, location ids and customers. 

For this lesson you will need to create a data blend with the following name. 

Data Blend: List Stats

This data blend requires the use of two data sources you have already created in a prior lesson. 

  1. Contact Lists
  2. Lists

The data blend requires you to join the 2 data sources using the following join

Contact Lists.list = lists.id. 

It should look like the screenshot below 


Create Custom dimensions & Metrics

Your data blend will also need the following 

  • 3 custom dimensions
  • 1 custom metric as per table below.                                            
Name
Type
Formula
Created Date
Dimension
DATETIME_TRUNC(created_timestamp,DAY)
Updated Date
Dimension
datetime_trunc(udate,DAY)
User Status
Dimension
case when status = '1' then 'Active' when status = '2' then 'Unsubscribed' when status = '3' then 'Bounced' else 'TBA' end
Total Contacts
Metric
countd(id)


Addition Dimensions/Metrics from Data Sources

You will need to add all of the  fields that are green on the right hand side of the screenshot above. You will also need to rename the dimensions as per table below                  

Name
Source
Form
form
Automation
automation
Campaign
campaign
List Name
name

TIP: 

If you're running an agency and have multiple accounts, you want to  provide duplicate dashboards. When you are designing your template, make sure you utilize data blends. Creating all your complex dimensions and  metrics here (and renaming them)  is the quick and easy way to save time when building reports for your new customers.


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