Transcript for:
Creating Effective Social Media Analytics Reports

as social media managers one of the biggest challenges is proving the AI of your social media impact that it has on your client's business the truth is organic social media isn't very straightforward and so it can be difficult and challenging to prove to a client that your work is actually making an impact so in today's video I've partnered with Cloud campaign to break down how you can create an analytics report and showcase your clients the great results you are delivering hey my name is m and I own a multi6 figure social media agency and I now help social media managers do the same if you're new here and you're you are an aspiring sixf figure social media manager then make sure you download my road map to becoming a sixf fig social media manager that I will drop in the description below now let's get started in order to create a social media analytics report the very first thing you will need is a thirdparty software now there's only so many analytics that platforms natively can bring you such as Instagram Facebook LinkedIn right inside of each platform they will have analytics that you can pull right and share with a clients but I 100% recommend for you to connect your social media to an actual third-party software so that you can better track these insights over a longer time span as well so with a lot of these native ative platforms what you will see is that you can't go further back than maybe a month or three months and so it's really hard to actually pull that data into reports and share it with a client right so that you have a history and a Data Bank where it will showcase all of their analytics from the day they we started working with you all the way to up to years right so what I recommend is to use cloud campaign for your analytics because they do have a very robust analytics dashboard and I'm going to show you exactly what that looks like when you're hooking it up to a third party software now if you don't use cloud campaign yet you can sign up using my link and even get a 14-day free trial with them and a discount using Code milu 15 that I'll drop in the description so once you're inside of cloud campaign here's what this looks like and it will allow you to add any new social media account that you manage so that you can actually track the insides so let's say you want to add a Facebook account right it will immediately have you log into Facebook so that it can see all the accounts that you are hooked up to so even if you are hooking up Instagram it will likely redirect you to Facebook because it's connected to Facebook pages so specifically here I am going to connect let's say this account link to accounts just to show you the steps on what that would look like and then it will actually show up here inside of my account every now and then you have to reconnect your um accounts as well refresh the connection cuz it is a third- party software so that it can pull all of the data now one thing you have to know before hooking yourself up to any of these thirdparty softwares or Cloud campaign right is that it's going to take time until you're going to see all the data because from day one it won't pull necessarily the old data but it will start pulling data as soon as you connect your account to the software so what I always recommend is to immediately start hooking up your client's accounts or your own account as you're onboarding them because that way once you start posting and Gathering data it will actually collect the data in the third party software to make sure you have all the insights you need now if you need any more previous insights or historic data I would recommend going in natively to pull that from a client's account so that you can write it down and keep track of on how they were doing before you actually hook them up to the software now the second thing that you need in order to create your social media analytics report is clearly defined kpis if you aren't familiar with the term kpi this stands for key performance indicator and basically what it is it's a fancy word for your goals and the metrics that you're using from social media to track these goals for a client or for yourself now the reason why this is so important because I will show you in a minute what it looks like once you go into the analytics it will pull a ton of data right and not every sing single number or piece of data and necessarily applies to you or to a client right so you want to focus and dial in to see what data is actually important and necessary for you to keep track of so that a client knows okay this is what I need to look for and and look out for versus being overwhelmed by all of the Data Insights that you're sharing right so here is what it looks like once you go into account analytics for your client's account right so it shows followers followers gained followers lost even so that there's a net there you can set the data based on are you creating an insights report every week every two weeks maybe every months every quarter right so typically you'll see that you base the data on a month's word of content right every month you will share data with your client and what we do as well is we look at data quarterly too so that you have an Insight of q1 Q2 Q3 and Q4 but let's say we're looking at this on 30 days right you see those types of insights so my followers grew by 80% right here my exposure was really high and actually increased by 300% as well as the reach so you can see here from March in this period of time it grew significantly now this is actually because one of my brand Partners was running an ad on one of my posts so you can track this for a client too right if you see a spike like that you want to dig into it and see what happened in that period of time now again here's more data right engagement reaction shares clicks so again you need to know the kpis because not every single one of these will necessarily matter let's say your client's goal is brand awareness right then metrics and kpis that will matter for you are reach and Impressions these are going to be very important now if you look at specific engagement breaks breakdown you want to focus on shares because if your client needs more brand awareness you want Their audience to share their content so that more people see it right so it's very important to know what to look for because not every single thing will matter here so that is just the account insights then you can look at it per post this is more of a summary how often you posted right and the Impressions also important to know because that way you can see hey this month I posted less and maybe your impressions were lower because of that so that way you can spot patterns but again you need to know what to look for more insights here and the best part about it is that what I like is it actually summarizes so I don't need even need to dig that deep in Cloud campaign because it will tell me an image post with short captions and hashtags they're better than any other post and it's best to post between 800 and 11: a.m. and how many times I've actually posted this type of content so it's very great because it's doing the digging for me it's spotting the patterns for me and that's that saves me a ton of time so you can actually categorize your post too I haven't done that right now but if you categorize your post then they will pop up in the diagram here Community statistics again if it's important for your client to know that they target a specific location especially local businesses this is very important and it gives you hashtag insights and again based on categories that you can see oh hey the post I published B in my PR content pillar did better than Instagram posts for example so this way you can categorize and organize all of your content and insights but you need to know what data you're looking at in order to filter through the noise here right so if you aren't using Cloud campaign yet and you want to walk through the data just like I did here then make sure you grab my link in the description below so you can use their 14-day free trial so now that you have browsed through all the data that you can find inside Cloud campaign your third party software you can now start creating a customized beautiful report inside of cloud campaign as well so let's take a look once you're ready and you have kind of gathered your head around the data right you know their kpis you know what you're looking for you can go into reports and create a custom report so you would click on new report and again so you would select what data you want to look at right so right now it's March maybe it's the last day of March so maybe we want to look at the entire March right heading into April so we can show a client what their social media looked like so what I can say here I can title it analytics report March and I will hit generate report it will now create a beautiful report for me that I can check out right here and as you can see it will load in my own branding my agency's branding which is so beautiful and that's something that I love about Cloud campaign their white labeling features so as you can see here is what that would look like it walks them through pretty much all the insights that you had access to yourself right so they can see exactly what's happening based on their overview they can look at the accounts that you've added so specifically you know you can decide what accounts you're adding here and give them access to they can look at the insights overall hasht insights and categories right so the best part here is that you can share this report you can edit it before you send it out you can actually edit the entire report just like I said earlier right what is important to the client do you want to show them the hashtag insights or is that more something you want to keep within the team do they need to show categories maybe exposure is important and audience growth is not as important for them right then you can add that as well and you hit save so now you have customized the report to only show the insights that you want the client to see you can refresh this and once you go back into the actual reporting you can one download it as a PDF right to email to a client but even better you can use a tokenized link copy this link and you can share that with a client and no login is required for them they can simply look at this report the way you've created it and the best part is that it's interactive as well so as they click through they can see the same insights that you can see it being interactive and that's one of the things I usually haven't seen before with other products to where it's an actual interactive report for clients to click through so that is one of my favorite features here this wraps up how to create a analytics report using Cloud campaign for your clients in 2024 I would love to hear how you're currently creating your analytics report and if you are using a thirdparty software just like Cloud campaign if you haven't tried them yet make sure you use my link for a 14-day free trial and get a discount using Code milu 15 because it's going to make your life so much easier creating analytics reports this way for your clients if you found this helpful make sure you subscribe so that I see you in next week's video