An Example Facebook Report Template for Agencies

Published March 26, 2018
A good Facebook report template can save your agency a lot of time and money while delivering real value that your clients will appreciate.
Your agency manages Facebook Pages and advertising for clients. Maybe dozens, or even hundreds of clients. You are busy creating content, video, images for all those Pages. Not to mention promoting posts, creating ad campaigns, designing landing pages, and optimizing the performance of it all to ensure that you are getting a good return on all the time and money you are putting into Facebook.
In addition to all that work, your clients expect a monthly report. It makes sense. They want to know what they are getting in return for the money being invested in Facebook content and advertising. But, how do you find time to create a custom performance report for every Facebook client each month? And what data belongs in that Facebook report?
Creating a report from scratch for each client is too time-consuming and will not scale as you add more clients. Fortunately, with Megalytic you can easily create a Facebook report template to jump-start the process for each client. Building a Facebook report template provides the starting point for all subsequent reports. This foundation becomes a customizable Facebook report that can be adapted to each of your clients.
To get started, consider the data you need to include for all (or at least most) clients and also what metrics you should show from Facebook Page Insights and Facebook Ads Manager, and any other sources that help demonstrate the value of the work you are doing for your clients.
Whether or not you use Megalytic for reporting, this post provides an example of the structure and key data point to include in your Facebook report template.

Guide to Keyword Research

Published March 22, 2018
Language matters in marketing. For copywriters the right words make for effective ads and memorable taglines. For Search Engine Optimization (SEO) and Search Engine Marketing (SEM) specialists finding the right words is critical to successful campaigns. That’s why keyword research is a cornerstone skill set. While there’s no shortage of articles on this topic, they often focus on the primary goal of securing top rankings and driving tons of traffic to your website.
So, allow us a slightly different take on the subject: it's not just about rankings and traffic.
Yes, leads and sales require traffic, which comes from visibility. But ranking for the wrong keywords is not helpful. It’s also not useful when a site ranks for the right keyword but with the wrong page.
Keyword research, when done right, can do so much more than support rankings. It helps us better understand users, and it can help us better visualize conversion paths and user journeys. It can also help inform persona development by tying demographic and psychographic information about audience segments to specific language. In this post, we’ll cover the broader scope of the concerns, needs, and processes that all go into keyword research in modern digital marketing.

An Example AdWords Report Template for Agencies

Published March 18, 2018
A common question asked by digital marketing agencies is what should be included in a client's AdWords report?
Your agency probably creates and manages AdWords campaigns for a variety of clients. Your activities may involve keyword selection, bidding strategies, ad creation, conversion tracking, and optimization. If its an E-commerce client, maybe you even manage to a target return on ad spend (ROAS).
You cannot really communicate detailed metrics on all the activities that you perform for a typical AdWords client. The client would be overwhelmed by detail! Instead, you need to focus on a few key performance indicators (KPIs) that provide your client with the information they need in order to make good business decisions.
Of course, the primary rule of reporting is to develop KPIs that are customized to each client's business. For AdWords reporting, that means you need to provide big picture numbers like total leads, clicks, conversions, spend, etc. But, you also need to drill down, so the client can see data at the campaign, ad group, ad, and keyword level. While the big picture numbers tell your client if their goals are being met, the details help with allocation decisions like moving spend from display to search ads or eliminating poorly performing ad copy.
Creating such a report from scratch for each client can be a time-consuming and intimidating task. Fortunately, Megalytic provides a simple interface for creating AdWords report templates. Creating an AdWords report template provides your agency with a starting point for future reports. For each new client, you can begin with the template, and customize it to create an AdWords report meeting the specific needs of that client.
Whether or not you decide to use Megalytic for reporting, here are some important ideas to consider when creating an AdWords report template for your agency.

How To Manage Dozens (or Hundreds!) of Facebook Pages

Published March 15, 2018
Managing multiple Facebook Pages can become a challenge for agencies and large organizations alike. Perhaps you run social for several clients or your business has multiple Pages for different business lines, products or locations. Either way, the primary issue is scale. You have all the challenges of running a single Facebook Page, only multiplied across all of the Pages you manage.
But in social media, scaling rarely just means more manpower or minutes. It means more dimensions, more variables. The number of Pages means a wider range of needs and goals from social engagements. Those in turn demand a wider range of strategies to execute to achieve them. It may also mean additional reporting needs to inform planning, execution and accountability.
Running 50 Facebook Pages isn’t quite the same as taking the work to run a single Page and multiplying it by 50. And even for single businesses running multiple brand/product/location Pages, there will be unique factors for each one that complicate efforts to simplify Page management.
Philosophy, process and structure will make or break your ability to consistently manage dozens (or hundreds!) of Facebook Pages. In this post, we’ll give you a framework flexible enough to use for any Facebook Page but sturdy enough to scale out and use consistently over time. To manage multiple Facebook Pages at scale, you need to solve problems across five dimensions: team, schedule, technology, permissions, and process. Organize your management processes in these areas, and you’ll be able to skillfully handle a high volume of Facebook Pages.

4 Reasons You Should Be Doing More Competitive Research

Published March 7, 2018
In digital marketing, it’s normal to spend a lot of your time measuring and analyzing your own site’s performance. But if you aren’t paying close attention to the rest of the market, your understanding of that performance might be incomplete. In this post, we’ll cover 4 reasons to dedicate more time to competitive analysis and a few tips for improving your digital spy game.
It’s critical to choose the right key performance indicators (KPIs), but it’s equally critical to understand success can be relative, no matter the KPIs. Context matters when benchmarking. Competitive research is a proven way to better orient yourself in shifting environments.
In this post, we’ll cover 4 reasons to dedicate more time to competitive analysis and a few tips to take your digital spy game up a notch.

Return on Ad Spend (ROAS)

Published March 7, 2018
Return on Advertising Spend (ROAS) is a term you encounter all the time when working on advertising optimization. There is even a Google Analytics metric named ROAS and you can use Target ROAS as a bidding strategy in AdWords.
So, what is ROAS exactly? To start, the ROAS formula is defined as the ratio of the revenue generated by advertising over the cost of that advertising.

ROAS measures how much of your advertising spend you got back in revenue. ROAS is never a negative number because in the worst case your ads produced 0 revenue and ROAS would be zero.

So, what's a good ROAS? The answer is that it depends on the operating margins, cash flow, and other aspects of your business. In this post, we examine how to know what your ROAS needs to be and how to use (and not misuse) ROAS as a guide to managing your advertising spend.

Facebook Lookalike Audiences: What Are They and How to Use Them

Published March 1, 2018
Imagine two people, one who is a loyal customer with a high lifetime value and another who has never heard of your brand. Now imagine these two people have a great deal in common in terms of interests, behaviors, age, and location. What if you could use the profile of your customer to connect with the relative stranger?
That’s what Facebook Lookalike Audiences are all about.
In this post, we will look at one of Facebook’s specific advertising capabilities: Lookalike Audiences. We’ll cover what they are, how they’re built, and how to use them.


Digital marketers spend a lot of time focused on PPC and SEO campaigns in order to drive desirable traffic to a website. The phrases we’re ranking for and bidding on get meticulous attention, so much so that we often forget about some of the other ways that visitors find us.

We put a tremendous amount of the effort we put into reviewing organic search data and PPC campaign performance in analytics. But how closely do we monitor referral reports?

If that’s not a channel you review regularly, you may be missing out on seeing traffic that is coming directly from links you’ve obtained around the web, local business listings, news mentions, and more. Many times, links are only considered as a means to an end, a metric that Google uses in determining how to rank sites in the SERPs (search engine results pages). But the fact is, many of a site’s links may be directly contributing to its traffic.

In this article, we’ll review how to look at referral reports in Google Analytics, and some of the many ways to use that data to better inform your web marketing decisions.


When the client first came to you, you talked up the value of Google Analytics. You emphasized the importance of seeing where your traffic was coming from. You went on and on about how Google Analytics can show traffic sources to pinpoint whether people came from search, social media or a specific site referral, and how valuable this data was. You sold them on it, so much so that your client looked forward to receiving that first report, the magical day when they would finally understand where visitors were coming from.
But then the report came, and it looked like this:



It showed that 10% of your client’s traffic came from “(direct)/(none)”. What does this label mean? How do you explain Direct traffic to your client? Better yet, how do you explain “none”?
Let’s take a closer look at understanding Direct traffic in Google Analytics and how we can address it with clients.
There are a lot of reasons why you might want to share access to your company's Instagram account with your digital marketing agency.
  1. You want your agency to run ads for your business on Instagram.
  2. You'd like your agency to boost some of your Instagram posts to achieve specific marketing objectives.
  3. You want your agency to create content and post directly to your feed.
Instagram advertising is handled through Facebook Ads. So, you can achieve the first two objectives by sharing access through Facebook Business Manager. In the third case, you will need to share your company's Instagram account password with your agency or else give them access through a third-party tool like Hootsuite or Buffer.
We've put together this blog post to walk through the steps in each scenario and provided screen shots to make it easy to follow. So, if you are ready to begin sharing Instagram access with your agency, but haven't known how to get started, you've found the right resource.