Report Builder Templates
While well-presented reports can elevate customer interest in more ways than one, creating a perfect report all from scratch is difficult, especially when you’re short on time and resources, and you’ve got a monster of a project on your hands. While the process of building a report can take up a significant amount of time with edits and testing, the use of templates can shorten it down to almost no time.
To that end, ZMP Report Builder now has Templates, which allow you to build basic reports quickly and easily so that you can optimize your campaign using the data gleaned in your report. You can use Zeta Templates or create your own Account Templates that are important and relevant to your team.
Points to Remember:
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Template Name Question Description | Report Type | Metrics | Dimensions | Default Data Visualization | Filters | Vertical |
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Welcome Email Performance Are my Welcome emails engaging new customers? This template can be used to check on the performance of your welcome email or the first email you send to a person after they’ve joined your list. The welcome email is super important, as it’s often the first impression people receive from your brand. | Customer Marketing |
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| Table | Campaign Name contains Welcome | Retail |
Subject Line Performance Are my intro email subject lines effective? This template can be used to measure the effectiveness of your introductory email subject lines that get sent to anyone who fills out a form requesting more information. The fact that they initiated the contact doesn’t mean it’s time to put the pedal to the metal and even more reason to track introductory email subject line effectiveness. | Customer Marketing |
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| Bar Chart Clicks - Y-Axis 1 Subject - X-Axis | None | Auto |
Subscription Confirmation Performance Is my subscriber base growing or declining? This template can be used to analyze the success of signup form confirmations from your website. Since the first step to growing your revenue with hotel email campaigns is actually having a list of subscribers that want to receive your emails, you’ll want to check in on the volume and growth of the signup form confirmations emails that you are sending to potential guests. | Customer Marketing |
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| Table | None | Hospitality |
Delivery Channel Performance Which channel brings in the most action? This template can be used to measure the effectiveness of your channel mix and strategy. As consumer behavior is variable and always fluctuating, programmatic can reveal brand affinity across multiple channels and help determine who, where, how and when to present potential customers with advertising messages. | Media Activation (FKA Programmatic) |
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| Bar X-Axis - Delivery Channel Y-Axis 1 - Clicks | None | Retail |
Tier 1 Reach Performance How many potential buyers am I reaching? This template can be used to analyze the reach of your Tier 1 programmatic ad campaigns. | Media Activation (FKA Programmatic) |
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| Table | None | Auto |
Tier 2 Engagement Performance Is my content engaging potential customers? This template can be used to analyze the engagement of your Tier 2 programmatic ad content. | Media Activation (FKA Programmatic) |
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| Table | None | Auto |
Tier 3 Conversion Performance What tactics garner the most conversions from potential buyers? This template can be used to analyze the conversion rate of your Tier 3 programmatic ad campaigns, line items, and tactics. | Media Activation (FKA Programmatic) |
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| Table | None | Auto |
Personalized Programmatic Ad Performance Do personalized ads increase bookings? This template can be used to check on the performance of your personalized hotel ads that include recommendation for previously-viewed properties, additional properties within the portfolio that the viewer may also be interested in, or compelling extras such as complimentary breakfast or free parking. At its core, programmatic enables hotels to deliver customized ads based off a person's unique online behavior, where and when it matters most and at the most competitive pricing. | Media Activation (FKA Programmatic) |
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| Table | None | Hospitality |
Data Ingestion Review Is my customer data being ingested properly? This template can be used to validate that relevant customer data is being ingested without issue. By doing this type of validating, you are able to achieve the truest single customer view and execute more customer-centric strategies. | Customer Data Management |
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| Table | None | Retail |
Data Onboarding Review Is my dealership data being onboarded without issue? This template can be used to monitor your data onboarding progress. With data coming in from multiple dealerships, you will want to keep an eye on your files and feeds to make sure errors are kept in check. | Customer Data Management |
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| Table | None | Auto |
Data Freshness Review How frequently is my data being updated? This template can be used to ensure the freshness of your guest data. Fresh data ensures that you are able to display information, content, or offers that would appeal to a specific guest based on any available information that is known about that guest. | Customer Data Management |
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| Table | None | Hospitality |
Customer Engagement Status How engaged are my customers? This template can be used to analyze progress towards building relationships with your existing customers. These relationships are important to boost your brand and can help increase the lifetime value of your customers. | Customer Marketing |
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| Table | None | Retail |
Retention Campaign Performance Are my customer retention efforts working? This template can be used to monitor the performance of your retention email marketing campaign. As this is one of the best ways to get customers to return to your dealership or service center, monitoring performance of these campaigns is imperative. | Customer Marketing |
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| Line Chart Open Rate and Click Rate - Y-Axis 1 | None | Auto |
Email Performance How engaged are my customers with my email content? This template can be used to validate the effectiveness of the email channel. Email marketing is the best channel to connect with your audience, promote your hotel, and attract returning guests. | Customer Marketing |
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| Line Chart Y-Axis 1 - Conversions Y-Axis 2 - Revenue | None | Hospitality |
Recommended Product Performance How are my recommendations performing? This template can be used to measure the performance and lift of Zeta AI-recommended product content on your website. This report will help guide content optimizing and fine tuning models to make sure you omit out-of-stock items or duplicates, for example. | Website - In Page |
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| Retail |
Recommended Content Engagement How are my visitors engaging with the recommended content on my site? This template can be used to measure the engagement with Zeta AI-recommended content on your website. With this data, your team is better equipped to automate and optimize marketing and sales operations, such as sales forecasting, product configurations, and stock allocation. | Website - In Page |
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| Table | None | Auto |
Recommended Content Impact How much revenue do I make off recommended content? This template can be used to measure impact of Zeta AI-recommended content on your website. Great content is the key to travel and accommodations bookings and thus is measuring the impact of your content. | Website - In Page |
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| Bar Chart Y-Axis 1 - Revenue X-Axis - Resource Title Y-Axis 2 - Conversions | None | Hospitality |
Location Performance What impact does location have on my marketing strategies? This template can be used to measure the performance of your various website overlay campaigns by location. Website overlays, pop-ups, lightboxes, modals – when done right, are a great way to increase conversions. | Website - Overlay |
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| Table | None | Retail |
Device Performance By Location Does location impact what devices are my customers using to engage with my brand? This template can be used to analyze shopper engagement at every dealership location and every device. Website overlays, pop-ups, lightboxes, modals – when done right, are a great way to increase conversions. | Website - Overlay |
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| Table | None | Auto |
Location-based Engagement Which of my brick-and-mortar locations get the most online action? This template can be used to monitor guest engagement by hotel location. Website overlays, pop-ups, lightboxes, modals – when done right, are a great way to increase conversions. | Website - Overlay |
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| Table | None | Hospitality |
Audience Targeting effectiveness Are my targeting and retargeting strategies engaging the right people? This template can be used to measure the effectiveness of your targeting and retargeting strategies. Retargeting, custom audiences, behavioral targeting, and location targeting are just some effective marketing services that retailers should explore with Zeta. Retailers who who work with Zeta are able to optimize their campaigns instantly and on a deeper level based on the insights provided, further accelerating and improving campaign results. | Audiences |
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| Table | None | Retail |
Household Engagement Do the households I’m reaching include prospective car buyers? This template can be used to measuring household engagement by prospective buyers. Messaging the right audience is crucial since purchasing a new vehicle is a significant commitment, with buyers often relying on advice from family and friends. | Audiences |
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| Table | None | Auto |
Audience Engagement Are my customers engaged after they made a booking? This template can be used to measure engagement with guests who have already made a booking. This tool can also be quite useful in differentiating between business and leisure travelers who generally exhibit different online behaviors. | Audiences |
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| Table | None | Hospitality |
Purchase Performance How much are my customers spending after interactions with my brand? This template can be used to measure the average purchase total that came from 1:1 experiences with your customers. This will help inform your product promotion strategies. | Events |
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| Bar Chart Y-Axis 1 - Average Purchase Total X-Axis - Event Name | None | Retail |
Revenue Performance How much revenue do I earn per event? This template can be used to measure the revenue attributed to a specific event in your customer experience. This will help you optimize your spend on specific marketing strategies. | Events |
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| Bar Chart Y-Axis 1 - Revenue X-Axis - Event Name | None | Auto |
Booking Performance How many bookings have been made in the last 30 days? This template can be used to measure the number of bookings made in a specific date period. This will help inform your special offers strategies. | Events |
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| Table | None | Hospitality |
Deliverability What is the delivered rate of my email messages? The Deliverability template provides key insights, including delivery and bounce rates, open and click-through rates, etc. Use this template to fine-tune your email campaigns and ensure emails reach your audience effectively. | Events |
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| Table | None | Retail |