How to Create a Social Media Analytics Report in 2024

Summary

In this insightful video, social media manager M shares effective strategies for creating analytics reports that demonstrate the impact of social media efforts on clients' businesses. Highlighting the limitations of native platform analytics, M emphasizes the benefits of using third-party software like Cloud Campaign for comprehensive data tracking. Viewers learn the importance of defining key performance indicators (KPIs) to focus on relevant metrics and how to generate customized, interactive reports. With practical tips on data analysis and reporting, this video equips aspiring social media managers with the tools to showcase their results effectively.

Takeaways

• 😀 Proving the impact of social media efforts can be challenging for managers, especially regarding organic reach.
• 📈 Native analytics tools have limitations in data retention, often only providing insights for a short time frame.
• 🔗 Connecting social media accounts to third-party software like Cloud Campaign offers more comprehensive tracking of analytics over time.
• 🗓️ Start linking client accounts to the software during onboarding to ensure data collection begins immediately.
• 🎯 Clearly defined KPIs (Key Performance Indicators) are essential for tracking specific goals and relevant metrics.
• 📊 Focus on significant metrics that align with client goals to avoid overwhelming them with unnecessary data.
• 🔍 Regularly review insights on follower growth, engagement, and reach to evaluate social media performance.
• 📝 Custom reports can be generated in Cloud Campaign, allowing for tailored insights based on client needs.
• 🌐 Reports can be shared via interactive links or PDFs, enabling clients to explore their data without needing to log in.
• 💡 Utilizing tools like Cloud Campaign simplifies the process of creating impactful analytics reports for clients.

Q & A

What is the main challenge social media managers face in demonstrating their impact?

Social media managers often struggle to prove the actual impact of their organic social media efforts on their clients' businesses due to the complex nature of social media metrics.

Why is third-party software recommended for social media analytics?

Third-party software is recommended because it allows for better tracking of insights over longer periods, unlike native platform analytics, which often have limitations in data history.

What are KPIs, and why are they important in social media analytics?

KPIs, or Key Performance Indicators, are specific metrics that define success for social media efforts. They are crucial because they help focus on the most relevant data that aligns with client goals.

How can Cloud Campaign enhance the process of generating analytics reports?

Cloud Campaign offers a robust analytics dashboard that simplifies data collection, reporting, and sharing insights with clients, while also providing white-labeling features for branding.

What initial steps should be taken when onboarding a new client's social media account?

It's essential to connect the client's social media accounts to the third-party software immediately to start collecting data from the moment you begin posting.

What type of historical data can be pulled before connecting to third-party software?

Before connecting to third-party software, it's advisable to manually pull historical data from the client's native social media accounts to track their performance prior to the software integration.

How can social media managers determine which data is relevant to their clients?

By clearly defining KPIs and focusing on metrics that align with the client's goals, social media managers can filter through extensive data to find what's truly important.

What types of insights can Cloud Campaign provide for social media posts?

Cloud Campaign can provide insights such as follower growth, engagement rates, post performance, and optimal posting times, helping managers understand the effectiveness of their content.

What features does Cloud Campaign offer for customizing reports?

Cloud Campaign allows users to create customized reports by selecting specific data points to include, and the reports can be downloaded as PDFs or shared via a tokenized link.

How can an interactive report benefit clients?

An interactive report allows clients to click through and explore the insights at their own pace, making it easier for them to understand their social media performance without needing to log in.

Outlines

00:00

📊 The Challenge of Proving Social Media Impact

In this part, the speaker discusses the significant challenge social media managers face in demonstrating the impact of their work on clients' businesses. Organic social media can be complex, making it hard to quantify success. The speaker introduces Cloud Campaign as a solution for creating comprehensive analytics reports, emphasizing the need for third-party software to track performance over extended periods. By utilizing such tools, social media managers can compile historical data that reflects their efforts from the beginning of their partnership with clients. Additionally, the speaker encourages viewers to download a roadmap for aspiring six-figure social media managers.

05:02

📈 Setting Up Analytics with Cloud Campaign

This section focuses on the process of connecting social media accounts to Cloud Campaign for effective analytics tracking. The speaker highlights that native platforms like Instagram and Facebook have limitations regarding historical data access, which can hinder reporting efforts. By integrating Cloud Campaign, managers can access a robust analytics dashboard that collects data over time. The speaker advises to start tracking clients' accounts immediately upon onboarding to ensure that valuable data is gathered from the outset. Furthermore, the importance of defining Key Performance Indicators (KPIs) is discussed, as these metrics help social media managers identify relevant data that aligns with clients' goals.

10:04

📝 Creating Customized Reports for Clients

In this part, the speaker explains how to generate customized analytics reports using Cloud Campaign. After gathering insights, social media managers can create a tailored report by selecting relevant data for their clients. This customization allows for a more focused presentation of metrics that matter most to the client, avoiding data overload. The report includes an overview of performance, audience growth, and engagement statistics, all of which are essential for understanding the client's social media impact. The speaker also emphasizes the ability to share these reports interactively, enabling clients to explore their data without needing to log in. This feature enhances client engagement and comprehension of the analytics provided.

Keywords

💡Social Media Managers

Social media managers are professionals responsible for developing and implementing social media strategies to enhance an organization's online presence. They focus on engaging with audiences, creating content, and measuring the impact of social media activities. In the video, the speaker addresses the challenges social media managers face in demonstrating their value to clients, emphasizing the importance of analytics in this role.

💡Analytics Report

An analytics report is a comprehensive document that summarizes the performance metrics of social media campaigns over a specific period. This report helps clients understand how their social media efforts are contributing to their business goals. The speaker highlights the need for social media managers to create clear and visually appealing analytics reports to effectively showcase the results of their work.

💡Third-Party Software

Third-party software refers to applications developed by external companies that provide additional functionalities to existing platforms. In the context of social media management, third-party tools like Cloud Campaign can offer enhanced analytics features that surpass what native platform analytics provide. The video encourages the use of such software to gather extensive data over time, which is crucial for demonstrating long-term impact.

💡Key Performance Indicators (KPIs)

Key Performance Indicators (KPIs) are specific metrics that help measure the success of a social media strategy against defined goals. They provide a way to quantify performance, making it easier for social media managers to report progress to clients. The speaker stresses the importance of identifying relevant KPIs to avoid overwhelming clients with unnecessary data and to focus on metrics that truly reflect their objectives.

💡Brand Awareness

Brand awareness is the extent to which consumers recognize or are familiar with a brand. It is a crucial goal for many businesses as it directly impacts customer engagement and loyalty. In the video, the speaker mentions that if a client's goal is to increase brand awareness, metrics such as reach and impressions become particularly significant in the analytics report.

💡Engagement Metrics

Engagement metrics are statistics that measure the level of interaction users have with content on social media platforms, including likes, shares, comments, and clicks. These metrics are vital for understanding audience behavior and the effectiveness of content. The video illustrates how engagement metrics can guide social media managers in refining their strategies and focusing on what resonates with their audience.

💡Customized Reports

Customized reports are tailored documents that highlight specific insights and metrics based on a client's needs and preferences. The ability to create customized reports allows social media managers to present data that is most relevant to the client, enhancing communication and clarity. The speaker demonstrates how Cloud Campaign enables users to generate such reports, ensuring that clients see the insights that matter most to them.

💡Interactive Reports

Interactive reports are dynamic documents that allow users to engage with the data presented, such as clicking through different sections or drilling down into specifics without needing a login. This feature enhances user experience and makes data exploration easier for clients. The video mentions Cloud Campaign's capability to produce interactive reports, which is a unique selling point that can improve client satisfaction.

💡Data Insights

Data insights refer to the actionable information derived from analyzing data sets, helping to inform decision-making and strategy development. In social media management, data insights can reveal trends, audience preferences, and content performance. The speaker emphasizes the importance of filtering through data insights to focus on what is significant for clients, rather than overwhelming them with numbers.

💡Cloud Campaign

Cloud Campaign is a third-party social media management tool that provides analytics, scheduling, and reporting functionalities for social media managers. It allows users to connect multiple social media accounts and gather extensive performance data over time. In the video, the speaker endorses Cloud Campaign for its robust analytics dashboard, which simplifies the process of tracking and reporting social media performance.

Highlights

One of the biggest challenges for social media managers is proving the impact of their work on clients' businesses.

Organic social media metrics can be difficult to track and report to clients.

The importance of using third-party software for comprehensive social media analytics is emphasized.

Cloud Campaign is recommended for tracking long-term social media insights effectively.

Native platform analytics (e.g., Facebook, Instagram) typically have limitations on historical data access.

Social media managers should connect client accounts to analytics software as part of the onboarding process.

Key Performance Indicators (KPIs) are critical for determining relevant metrics for clients.

Understanding KPIs helps focus on meaningful data rather than overwhelming clients with numbers.

Engagement metrics such as reach and impressions are vital for clients aiming for brand awareness.

Cloud Campaign's analytics dashboard provides insights on content performance and audience engagement.

The software summarizes data patterns, making it easier for social media managers to draw insights.

Categorizing posts can help identify which content pillars perform better over time.

Custom reports can be generated in Cloud Campaign to present data tailored to client needs.

Interactive reports allow clients to click through data without requiring a login.

The ability to edit reports before sharing enhances customization for clients.

Overall, using Cloud Campaign can simplify the process of creating and sharing analytics reports.

Transcripts

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