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Working With Wrike Marketing Insights

Overview

Wrike Marketing Insights is a paid addon available for purchase on Business Plus, Enterprise Standard, and Enterprise Pinnacle plans. With the help of Wrike Marketing Insights account owners and admins can integrate data from their digital marketing and ad campaigns into Wrike.

Create a connection

Start working with Wrike 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.

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