Monthly client report, emailed on the 1st
On the 1st of every month each active agency client's people get last month's report as a PDF. It has posts published, customers who wrote, and broadcasts sent, read and clicked. It also has people in journeys, leads from ads and sales in chat. Print any month from the client.
PLANSFrom Growth
The problem it solves
- The first week of each month goes into copying numbers into slides.
- Clients ask what they paid for and the answer is a long email.
- Different account managers report different numbers.
How it works
- Set up the client with its Entity and Client People who have an email.
- On the 1st, last month's report is made as a PDF for every active client.
- Each client person gets it by email, Monthly Client Report, with the PDF attached and a pointer to the client portal.
- Any time, press Print Report on the client, choose any day of the month and press Print.
Everything it does
In the report
- Posts published, with the list of posts, their dates and accounts
- Customers who wrote to you, and their messages
- Broadcast messages sent, in how many broadcasts; read and clicked
- People who entered journeys
- Leads from ads (test leads left out)
- Sales in chat: paid chat carts, amount and count, in the client's currency
- Prepared by your agency with SmartMy Marketing
Sending
- On the 1st, for every Active client with an Entity and Client People
- By email with the PDF; the PDF is also kept in the client's files
- A problem with one client does not stop the others
Who uses it
Account managerPrints a report for any month and checks the numbers.
Client's peopleGet the report by email each month.
Where you use it
- Web: Marketing > Clients > the client > Print Report
- Email: the client's people
- Not in the phone app: this is done on the web. The SmartMy Marketing app covers chats, contacts, posts, leads and campaigns
What you control
Settings
- Status Active and Client People decide who gets it
- Sending day: the 1st (fixed)
Notifications
- Monthly Client Report: to the client's people, by email with the PDF, sent at once on the 1st. Each person can switch off the email for themselves
Questions
Can we change what the report shows?
Not yet. The report has a fixed set of numbers and the list of posts.Does it include ad spend and social reach?
No. Those are in Ads > Campaigns > Ad Results and Social > Analytics; the report covers posts, chats, broadcasts, journeys, ad leads and chat sales.Can we stop it for one client?
Set the client to Paused, or remove the people from Client People. Print Report still works.Is it white label?
No. It says it was prepared by your agency with SmartMy Marketing.Related features
AGENCY MODEAgency clients, each with its own entity and teamAn agency keeps each client as its own Entity in one SmartMy Marketing account. The account manager and the agency team switch to the client's Entity to run its inbox, posts, ads and journeys. The client's people get a portal of their own.AGENCY MODEClient portal: approve posts, see the calendar, send filesAn agency's clients sign in to their own portal to approve or send back posts with a note. They see what is scheduled for the next 60 days and send logos, photos and briefs, without a back-office login.AGENCY MODEUsage per client, retainers, time and the month's invoiceFor each agency client, SmartMy Marketing counts the month's messages, AI use and files. It keeps the retainer and the hours your team logged. It makes the month's invoice in one press: retainer lines, extra hours and usage, each line saying what it is.CHANNELS AND INBOXDashboards: journeys, outreach and broadcastsSmartMy Marketing opens on a ready dashboard: open, waiting, unassigned and new conversations, journeys running, people in journeys, outreach emails sent and replies. It has charts of emails by result and broadcasts by status. Each number is counted for the person looking.ACROSS SMARTMY MARKETINGNotificationsSmartMy Marketing tells the right person when something needs them: a post to approve, a WhatsApp number whose quality fell, a blocklisted mailbox. Customers get payment links and receipts in the chat.
See your inbox and campaigns on it.
Tell us which channels your customers use, how leads reach you and how many people answer them. We will connect a channel with you and run your first journey.