ActiveCampaign - marketing firm bookkeeping and tax planning.png

ActiveCampaign: Streamlining Marketing Firm Campaign Reporting

ActiveCampaign allows you to get a clear picture of how your email and marketing campaigns are impacting your e-commerce business. The platform’s e-commerce reporting features allow you to see the amount of revenue your email campaigns are generating, excluding things like taxes or shipping. The intricacies of marketing firm bookkeeping vary from firm to firm and also depending on the platform your e-commerce store is using. If your a Shopify user, ActiveCampaign allows you to see the revenue generated from your campaigns minus any discounts you offered during the campaign. On the other hand, if you use WooCommerce or BigCommerce, the revenue amount that you will see includes any discounts offered through your campaigns.

A question you may ask when using ActiveCampaign for your marketing firm bookkeeping is, “How is the software able to distinguish between purchases that are made as a result of the campaign and purchases that are made by customers who stumble across your e-commerce store on their own?”

ActiveCampaign uses trackers to differentiate between campaign revenue and organic revenues. With ActiveCampaign, you can set up a time frame for your campaigns. During this conversion period, purchases that are made on your e-commerce store by a person who received and clicked your email campaign will be tagged as campaign revenue. This feature lets you streamline how you compute the ROI of your marketing campaigns.

Campaign Performance Reports and Deep Data Integration

ActiveCampaign can generate a Campaign Performance report useful for your marketing firm tax planning. It allows your marketing firm accountant to see the aggregate data of all your campaigns. The platform’s Deep Data Integration also allows you to see the total amount of e-commerce revenue generated by your campaign. It is a useful feature, especially when it comes to your marketing firm’s tax planning. If your campaign brought in revenue in various currencies, you would see the currency in the drop-down located in the top middle area of your report.

To see your Campaigns Performance report simply:

  1. Click “Report” on the menu on the left side

  2. Select the “Campaigns Performance” option

Focus on Individual Campaign Reports

In the same way that ActiveCampaign provides you with a global view of your revenue, the Deep Data integration feature also lets you examine revenue generated individual campaigns. You also have the option to see the currency of your generated revenue.

To access this feature:

  1. On the left side menu, click “Reports”

  2. From the Campaign Overview report, select the campaign you wish to see

QuickBooks Online Integration with ActiveCampaign

QuickBooks Online is a powerful tool that integrates well with ActiveCampaign. Combining QuickBooks Online with ActiveCampaign lets you sync newly created contacts between the two platforms. You can also monitor vendors, customers, and employees seamlessly using both platforms.ActiveCampaign has partnered with Zapier, a cross-platform integration tool, for its QuickBooks integration process. Using Zapier, choose ActiveCampaign and QuickBooks as your platforms. Select triggers, or activities that will result in your preferred action. After doing these steps, you now have an ActiveCampaign account that automatically syncs your data with your QuickBooks Online account.

As a marketing firm owner, it is imperative that you know the effects of your email and automated marketing campaigns. As marketing firm financial advisers, we help our clients make the best use of platforms like ActiveCampaign. We offer other services such as marketing firm accounting, tax planning, and more. You can learn more about our services by clicking the button below to schedule a complimentary discovery call today!

__________________________

This blog article is not intended to be the rendering of legal, accounting, tax advice or other professional services. Articles are based on current or proposed tax rules at the time they are written and older posts are not updated for tax rule changes. We expressly disclaim all liability in regard to actions taken or not taken based on the contents of this blog as well as the use or interpretation of this information. Information provided on this website is not all-inclusive and such information should not be relied upon as being all-inclusive.