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From YouTube: Training: April 2022 Global Campaigns Review reporting
Description
Agnes Oetama, Sr Marketing Campaigns Manager going over how to pull data for April 2022 Global Campaigns Review.
Corresponding PPT Template: https://tinyurl.com/42rmk9w2
Useful links referenced in the video: https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/2280#useful-links-referenced-in-the-video
A
Hello:
everyone
today,
I'm
going
to
show
you
how
we
can
pull
the
data
that
is
needed
for
our
upcoming
fiscal
year.
23
global
campaigns
review
I've
created
a
powerpoint
template
that
I'm
hoping
you
all
can
clone
and
just
follow.
But
in
addition
to
that,
I
will
show
you
how
we
can
grab
some
of
the
data
just
because,
for
this
instance,
it's
quite
challenging
to
get
the
data
from
one
spot.
So
we
are
going
to
be
using
two
different
sources
for
pulling
the
inquiries
mql
and
linear
sao
data.
A
A
The
reason
why
we
have
to
do
this
is
because
the
demand
jam
dashboard
currently
is
not
up
to
date,
but
at
the
same
time,
so
it
doesn't
contain
all
of
the
most
accurate
data
points
other
than
the
email
and
tech
demo
channel
and
the
pmg
dashboard
contains
the
most
accurate
data.
At
the
moment,
however,
it
doesn't
contain
tech,
demos
and
emails,
which
is
a
huge
chunk
of
our
tactics
for
each
campaign.
Therefore,
we
use
two
different
sources
for
pulling
the
comprehensive
overview
of
how
the
campaign
performs.
A
So
we
will
select
the
date
range
and
at
the
moment
we
are
looking
at
august
2021,
since
we
last
pulled
our
report
for
first
half
of
2021.
So
that
was
the
last
time
we
pulled
the
report.
So
now
we
want
to
start
from
august
2021
up
through
february
2022,
just
so
that
we
have
a
full
month's
worth
of
data.
Since
we
will
most
likely
be
pulling
this
data
in
march
and
then
you
would
go
to.
A
A
A
And
that
should
pull
everything
you
need
for
your
campaign
here.
You
can
see
the
total
spend
for
the
campaign
and
then
the
visible
in
mqls,
as
well
as
visible,
linear
sao.
This
includes
all
order
types
so
not
just
for
first
order
only
because
there's
no
way
to
really
get
first
order,
only
information
for
from
the
png
dashboard,
and
then
I
see
that
it's
in
here's
ga
inquiries,
but
what
you
want
to
use
is
the
visible
inquiries.
So
I
would
just
scroll
down
to
get
that
information.
A
A
A
As
touchpoint
segment
and
then
select
the
same
date
range
as
earlier,
so
we
would
go
here
if
it's
not
yet
set
up,
we
would
put
the
date
range.
We
had
earlier
august,
2021
to
february
28th
2022
make
sure
to
select
dimension.
We
will
not
be
selecting
order
type
for
this
particular
reporting
as
well,
just
so
that
it's
apples
to
apples
to
the
pmg
dashboard,
which
is
all
orders
order
type,
and
then
we
also
don't
want
to
select
snapshot
view
because
we
are
looking
at
the
cohort
level.
B
A
Are
what
we're
going
to
do
is
we're
going
to
pull
the
data
from
the
pivot
table
portion
of
this
report.
So
you
can
ignore
the
rest,
because
that
includes
a
bunch
of
other
stuff,
and
we
don't
really
want
that.
Oh
before
I
forget,
we
gotta
select
also
the
campaign
that
you
want.
So,
for
example,
if
you
want
to
select
integrated
campaign,
say
like
again
ci
as
I
used
earlier
for
the
example,
I
will
use
the
same
like
same
campaign,
so
it's
going
to
just
be
looking
at
the
ci
use
case
campaign.
A
Click
apply
again.
Sorry
for
that
I
forgot
so
just
make
sure
this
is
all
the
filters
I
selected
above
I
I
mean
I
showed
above
is
what
you
select.
It's
loading.
I
also
like
to
just
click
this
because
it's
refreshing
the
data
set
because
that's
it
says
last
refresh
17
something
hours
ago,
and
it
seems
like
it's
a
long
time.
So
I
like
to
just
refresh
that
as
well.
A
A
A
A
B
A
A
A
A
Oh,
you
can
sort
it.
There
is,
for
example,
a
section
in
the
template
that
will
ask
you
performance
by
offer,
since
there's
a
lot
of
that
in
here
or
for
email
offer.
I
would
take
just
the
top
five.
I
feel
like
top
five
inquiry
generating
offers,
so
in
this
case
benefit
of
single
application.
Why
get
left
ci
cd?
A
A
So
it's
just
now
summarizing
only
on
visible
marketing
channel
path,
and
then
I
will
change
the
filter
now
to
say
event:
dot
webcast
instead
of
email
in
the
filter,
and
then
I
will
drag
visible
ad
campaign
name:
okay,
so
visible
ad
campaign,
name
underneath
the
rows
underneath
visible
marketing
channel
path
in
the
row
section.
So
it
can
it.
You
know
just
to
double
check
and
make
sure
all
the
demos
you
did
is
included.
A
But
it
should
tell
you
exactly:
you
know
all
the
different
demos
so
names
that
was
done
for
the
ci
use
case
in
this
case
and
the
total
here:
oh
geez,
1230
inquiries,
338,
mqls
and
14.8
linear
saos,
collectively
from
these
different
demos.
And
then
you
can
yeah
see
the
breakdown
here
as
well.
If
you
need
that
on
which
specific
demos
are
performing-
and
that
is
it
is
the
same.
If
you
want
to,
you
know,
look
at
it
by
a
different
campaign.
A
So
that's
that-
and
I
wanted
to
show
you
also
how
to
get.
You
know
all
the
different
all
this
information
that
I
included
in
the
template,
for
example,
campaign
performance
by
channel
campaign
performance
by
offer.
A
lot
of
that
really
is
available,
mostly
in
the
the
pmg
dashboard
outside
of
the
email
and
the
tech
demos,
which
already
show
you
how
to
get
that
information
from
size
sense.
But
if
you
scroll
all
the
way
down
here,
you
can
see
performance
by
channel
performance
by
offer.
If
you
go
all
the
way
here,
content.
A
This
is
performance
by
offer
or
again
the
ci
use
case,
for
example.
So
you
can
add
that,
in
addition
to
the
tech
demo,
information
that
I
showed
you
earlier
as
well
as
the
email
offer
information
that
I
showed
you
earlier,
unfortunately,
because
it
is
from
two
different
places,
we
kind
of
have
to
do
it
manually
and
add
it
here
into
this
table
in
the
template.
A
And
then,
if
you
need
to
see-
and
you
know,
select
the
data
also
by
segment
geo
and
tactic.
A
lot
of
this
is
only
available
in
the
pmg
dashboard,
which
is
why
I
didn't.
I
didn't
put
it
as
all
campaigns,
but
rather
just
paid
digital
performance
by
tactic-
and
you
know
by
g
play
video
performed
by
you
and
take
digital
performance
by
segment,
because
again
we
can't
see
segment,
geo
and
tactic
information
for
the
tech,
demos
and
email
insights
at
the
moment.
A
A
A
A
A
A
A
Here
at
the
bottom,
under
content
track
summer
summary,
it
gives
you
the
detailed
breakdown
of
the
different
tracks
that
was
that
was
used
for
this
campaign.
For
that
specific
time
frame.
It
is
a
lot
I
know,
but
yeah
feel
free
to
just
have
the
summary.
But
if
you
need
more
details,
it's
there
for
you
to
use,
but
you
can
also
just
use
the
total
if
you
like,
but
it
can
help
looking
at
individual
tracks
because
we
did
the
daisy
chaining.
A
And
then,
finally,
I'm
going
to
cover
the
outreach
sequence
reporting
the
easiest
way
to
get
to
your
sdr
outreach
sequence
performance
for
your
campaign
is
just
going
to
the
fiscal
year
global
campus
review,
powerpoint,
template
creation
and
video
instructions
issue
that
I've
created
and
I'm
going
to
share
with
you
guys
in
a
bit
underneath
here.
I've
included
a
link
directly
to
the
different
fdr
outreach
sequences
for
the
camp
for
which
campaigns
were
available.
So
if
it's
not,
there
means
we
never
created
the
sdr
outreach
sequences
for
those
campaigns.
A
And
you
in
order
to
get
insights
for
each
of
these
sequence.
You
would
click
on
the
link
to
take
you
to
that
sequence
from
there.
For
example.
In
this
case,
the
americi
inbound
ciuc
sequence
go
to
insights
and
it
will
give
you
all
the
different
summary
of
metrics
for
the
sequence
that
you
can
grab
so
prospect
overview.
Email
overview,
call
overview.
A
And
feel
free
to
do
that
for
the
other
sequences
as
well
or
if
you
just
want
to
concentrate
on
them
a
lot
of
these
sequences.
The
indian
impact
has
the
same
content.
It's
just
the
same
time
is
different,
so
if
you
want
to
just
maybe
report
on
noram
or
english,
actually
that's
kind
of
like
a
benchmark,
you
can
do
that
as
well.
So
that
way,
you
don't
have
to
put
everything
there,
or
maybe
you
can
take
this
data
and
put
it
in
a
more
digestible
format
in
a
consolidated
table
or
something
like
that.