To clients, marketing can seem like a magic trick. You take money and turn it into more money.
Update: We’ve written a 2019 ultimate guide to creating a killer SEO Report, which is an incredibly in-depth guide to reporting on conversions + SEO. Give it a read if you’re interested in a more detailed (3k words) guide.
Regularly reporting on your work is how you demystify that magic. It shows the value of your work. Plus, revealing how your magic tricks work can keep the conversation with clients going, which can lead to more work.
At the end of the day, the most important metric for measuring the success of your marketing campaigns is conversions. That could mean anything from driving traffic to your client’s website, pushing sales or increasing sign-ups for newsletter and blog subscribers.
Reporting on conversions is essential, but luckily you can put most of the reporting process on autopilot after setting things up. Using Raven’s Marketing Report Builder, you can show exactly what your marketing efforts have yielded through a conversion-focused report with Google Analytics, Google Search Console (previously Google Webmaster Tools), and Bing Webmaster Tools.
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Before you start building a report, you’ll need to make sure that all of your data sources are connected. In this case, we’re specifically talking about Google Analytics, Google Search Console and Bing Webmaster Tools. These are your workhorses for displaying conversion data, though they’re tackling conversions in different ways.
The first thing that you should do before building a conversions-focused report are authorizing these sources:
- Authorize your Google Analytics account
- Authorize your Google Search Console account
- Authorize your Bing Webmaster Tools account
That will cover your bases for a report dealing primarily with SEO. You may want to consider adding in Google AdWords data as well, in the event that you’re running PPC campaigns.
Once you have everything set up, create a new report and let’s start building!
Adding Google Analytics Goal Conversions
Google Analytics displays conversions based around your criteria in the form of goals and ecommerce. These are set up in Google Analytics itself and then synced automatically in your Raven account. Ecommerce tracking is a powerful way of demonstrating monetary value to your marketing efforts, while goals are useful for showing activity and actions on the website itself.
So, with that being said, let’s get to work on adding Goals data.
- Click the Add button and select Google Analytics.
- Click the Create Custom Widget button to bring up the custom widget creation screen.
- Select All Traffic from the dropdown menu and choose a Widget Type.
- Change the Conversions setting from All Goals to a specific Goal.
- Change the Metric menu and then select one of the specific goal metrics, like Goal Completions or Goal Conversion Rate.
- Save the widget.
You can repeat that process for each goal that you want to report on. You can also add the “Goals” pre-built section, which will provide more generic goal conversion information.
Pro-Tip: Looking for a list of all of your Goals and their performance in a single table? You can find a version of this in SEO Metrics, using the Goals metric. The one drawback is that it will only provide data for organic traffic: no referrals, paid, direct or other non-search traffic.
Adding Keyword Rankings Data
Ever since Google Analytics stopped providing visits information for organic keywords, it’s become harder and harder to accurately measure what searches are driving traffic to your website. Google Search Console gives you more control over that hidden data.
This is where you can use Keyword Rankings tables to your benefit. You can add pre-built widget groups for both Google Search Console and Bing Webmaster Tools, or you can add custom widgets to create these tables, as you did with Google Analytics.
The benefit of the rankings options is obvious, but consider directing your attention toward the two outliers:
- Keyword Manager Rankings: Once you’ve uploaded a list of keywords to Keyword Manager, the Keyword Manager Rankings table widget will match rankings data from Google and Bing to any keywords with available rankings data. That allows you to pick and choose which phrases are most important to you (or you’re particularly focusing your SEO efforts on) and track rankings, impressions and clicks on only those.
- Google Analytics Rankings: Alternatively, you can pull all of the keywords from Google Analytics and display Google Search Console and Bing Webmaster Tools data against those keywords. Thanks to the increase in encrypted searches, this list won’t be comprehensive, but matching the keywords here against keywords present in Google or Bing Webmaster Tools will provide some extra insight.
Because this is a conversion report, the point here isn’t necessarily rankings: it’s impressions and, more importantly, clicks. Sort your tables by Clicks to see what’s actually driving traffic. After all, what good is a top-ranked keyword if no one is clicking on it?
Data Import and Polish
Between Google Analytics, Keyword Rankings and (optionally) SEO Metrics, you should have a solid report built entirely on real-life data. Impressive! There are a few extra steps that you may want to take just to boost it even further:
- Import external data, if you have any. You can import any CSV into Report Builder, so if you’re using any tools that have conversion data like a separate ecommerce suite or application tracking, upload it into Raven for display alongside your other data.
- Toss in a couple of line graphs from Google Analytics and Keyword Rankings, overlaid with Events. As you accomplish tasks in your marketing campaign, add them to Event Manager so that they’re displayed over your graphs. This could be anything from starting a PPC campaign to sending out a newsletter.
- Use Text Summary widgets to give analysis and emphasize your efforts. Your clients can’t read your mind; direct them to what you want them to see using Text Summary widgets. These are blank HTML blocks that let you provide additional context to the widgets in your report.
It’s important to not simply be the magician to a client. Yes, you make things happen seemingly out of thin air. But, make sure you’re also an educator. Show your clients the process and educate them as you go.
Education builds trust, which is the foundation of keeping a client engaged and pitching more work.
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2 Responses to “How to Report on Conversions: A Step-By-Step Guide”
The ecommerce reporting on Raven has been driving me nuts!
I want to show each month on my reports how much online revenue has been generated but I cannot get this to show me. I thought a KPI would be the clearest way of doing this.
I can see the revenue on other reports i.e. Top Traffic GA Summary and Adwords.
Can you please explain how to create a KPI widget to show ecommerce revenue.
Sorry you’re having problems with reporting. If you haven’t already, please email firstname.lastname@example.org and our Customer Education team will help you out with this.