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Wrike for Marketers Performance

Overview

Important

This is a legacy package and it was available to users signed up before 7/1/2021. To learn more about all the available plans click here. Wrike Marketing Insights is available for purchase as an add-on for Business Plus and higher accounts.

WfM Performance package is available for accounts with basic WfM package.

WfM Performance includes all the features of the basic WfM package along with two add-ons: Wrike Analyze and Marketing Insights.

Marketing Insights

Marketing Insights is a part of Wrike for Marketers Performance. Accounts with Wrike for Marketers can purchase it as an addon. Account admins can integrate data from your digital marketing and ad campaigns into Wrike with the help of Marketing Insights.

Wrike for Marketing Insights enables digital marketers to get easy access to performance metrics right where their work happens. When campaign managers launch a new ad, email, or campaign, performance metrics automatically flow in and are aggregated to easily swap between an asset performance, the ad, ad groups, the medium, the campaign, or the channel - giving the marketing team the transparency they need to optimize results.

With the help of Marketing Insights, it is possible to:

  • Integrate data from Facebook, AdWords, Google Analytics, and more into Wrike

  • See your work progress and KPIs from marketing systems in one place

  • Blend your marketing and work data and use Wrike Analyze* to understand campaign outcomes, costs, ROI, and team performance

*Wrike Analyze is available only for accounts with WfM Performance and a separate addon.

Available data

There are 4 types of marketing fields available for users:

  • Marketing common (highlighted in blue) - includes connection type, source, the name of the campaign, dates of the campaign, currency, custom revenue of the campaign, ad, and ad set. These fields are pre-configured and map to UTM parameters to calculate KPIs relevant to the corresponding project or task. You can change the value, but not the field name or type.

  • Advertisement (highlighted in pink) - includes metrics specific for ad campaigns: views, clicks, impressions, conversions as well as costs, purchase, and revenue. The data in these fields can’t be edited.

  • Email marketing (highlighted in green) - includes metrics specific for email campaigns: clicks, impressions, unique emails sent and opened and clicked, as well as the amount spent, purchase, and revenue. The data in these fields can’t be edited.

  • Web analytics (highlighted with yellow) - shows numbers of users, new users, impressions, sessions, conversions, and transactions as well as transactions revenue and purchases. The data in these fields can’t be edited.

Create a connection

Start working with Marketing Insights by creating your first connection:

  1. Click on your profile picture at the upper right-hand corner of your workspace.

  2. Select Apps & Integrations.

  3. Select the Marketing Insights tab from the left-hand navigation panel.

  4. Click the Add connection button.

  5. In the pop-up that appears select from which source you want to add data into Wrike.

  6. Click Connect.

  7. Next, you will be asked to log in to your account in the source you’ve selected.

  8. Click Done.

Tip

You can see the number of connections and rows you're using from the Marketing Insights card in Apps & Integrations.

Share data

Account admins can select who will have access to data from Marketing Insights in Wrike.

To change sharing settings:

  1. Click on your profile picture at the upper right-hand corner of your workspace.

  2. Select Apps & Integrations.

  3. Select the Marketing Insights tab from the left-hand navigation panel.

  4. Switch to the Access tab.

  5. Select users and user groups that should have access to the data.

Users who are selected here will be able to add these fields to any folder, project, or space where they have the necessary permissions.

Tip

You can also select which folders, projects, and spaces you want to add this data to, so you won’t have to add it manually.

Use connections

Data about your digital campaigns is added to Wrike automatically. Any user with whom this information is shared from the Marketing Insights page can access it. To view this info:

  1. Open a folder, project, or space where data is stored in the Table view.

  2. Click the gear icon in the upper left corner of the view.

  3. Click on Manage custom fields and select columns you would like to add. When using Marketing Insights, you can select the whole group of fields at once.

  4. Next, click the gear icon again and check boxes next to the fields you want to display.

  5. Next, specify data in columns from the Marketing Common group. For example, a campaign you need and a time frame. Data in all other fields you selected will be added automatically.

Wrike Analyze

Wrike Analyze is a fully customizable solution that allows you to create analytical dashboards based on data from your entire Wrike account. You can use any of the pre-built analytics templates or build a custom analytics board to focus on your industry-specific metrics. Get a bird’s-eye view of your running projects, analyze your completed work, and easily share the interactive summary with stakeholders.

Wrike for Marketers Performance comes with 5 pre-build Wrike Analyze reports:

  • UTM Audit - helps you to maintain consistency of UTM links across several channels. It may highlight mistakes in UTM parameters.

  • Social media performance - allows you to see data for all social media campaigns in one place (total amount of money spent, total revenue, top of UTM campaigns and sources, etc.)

  • Social media performance (last 14 days) - shows the same metrics as the Social media performance but in comparison with the previous 7 or 14 days.

  • Campaign performance - displays how much is spent on a specific campaign, shows numbers for all the sources involved in this campaign, allows you to see the cost per conversion.

  • Channel performance - compares all channels you use for your marketing campaigns.

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