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      What is the Campaign Summary Report?

      A report that allows customers to independently access and share their campaign performance results.

      What is the Campaign Summary Report
      This report allows customers to independently access and share their campaign performance results. This one-page, visually rich report provides a comprehensive overview of a campaign’s final performance metrics, consolidating key data into one convenient location.

      Why Is This Important?
      The Campaign Summary Report simplifies reporting, helping you effortlessly share key insights and celebrate wins with your teams. By offering a concise, downloadable format, this feature saves time and makes it easy to showcase campaign success.

      Who Can Benefit?
      The Campaign Summary Report is available to all Momentum users once a campaign’s status is completed.


      Key Capabilities

      1. Comprehensive Performance Overview: Provides a complete roll-up of all the campaign KPIs 
      2. Downloadable Format: Clients can easily download the report directly from the Momentum platform.
      3. Shareable Insights: Simplifies internal communication and helps you celebrate campaign successes with your team.

      Getting Started

      Step 1: Campaign Completed
      The Campaign Summary Report becomes available automatically once the campaign status is completed in Momentum.


      Step 2: Download the Report

      1. Navigate to the Campaigns section in the Momentum dashboard

      2. Drill into the campaign you wish to review

      3. Click on the Download Summary Report button to access the one-page performance report.

      Step 3: Share the Report
      Distribute the report internally to showcase campaign results and insights to your teams, stakeholders, or leadership.

      FAQs

      When does the Campaign Summary Report become available?
      The report is available for download as soon as a campaign status is completed Momentum.

      Can I customize the report?
      Currently, the report is generated using a standard format to ensure consistency. Customization options are not available at this time.

      How do I access reports for multiple campaigns?
      Navigate to the Campaigns section in Momentum and repeat the download process for each completed campaign.

      Can I download the report for campaigns that are still active?
      No, the Campaign Summary Report is only available for campaigns that have been marked as ended.

      Related Article(s):

      • Managing Campaigns in Momentum