How We Use Saved Views in Process Street Reports to Track Work in Our Marketing Team

How We Use Saved Views in Process Street Reports to Track Work in Our Marketing Team process.st/marketing-teamwork-tracking-reports August 16, 2021

Jane Courtnell August 16, 2021 Marketing, Process Street, Processes

According to ITSMA and Vision Edge Marketing, 74% of marketers don’t keep track of their efforts. This is problematic as it means marketing teams aren’t able to report on how their efforts impact the business as a whole.

At Process Street, we make sure our marketing operations are documented, tracked, and easy to understand, so we can stay on top of our marketing OKRs and ensure they align with toplevel company goals. To do this, we utilize Process Street‘s saved view feature.

The saved view gives a summary of workflow data. You can customize these views and present the data to suit your needs. For our marketing team, this means work is tracked and can be easily correlated with internal OKRs. Saved views have helped our marketers gather data, detect patterns, and keep their work on track.

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Let’s get started!

What are Process Street reports and saved views?

Process Street reports allow you to see, manage, and create saved views for your workflow runs in one place.

Process Street’s reports feature is located on the top left-hand side of the home view screen, as shown in the image below.

Here you’ll find four pre-made saved views, ready for you to use right away. These pre-made saved views include workflows named: Active Workflow Runs Assigned to Me Overdue Recently Completed

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On top of these pre-made views, you can create your own saved views. By creating your own, you can tailor the view to include information that’s important for you and your goals.

For more information on how you can create your own saved views in Process Street, read Process Street’s Reports Help page.

Creating unique saved views from scratch is something that’s helped Process Street’s marketing department immensely. In this article, we explain how.

How our marketing department uses saved views in Process Street’s reports Process Street’s marketing department uses saved views to gather information, detect patterns in data, and keep teamwork on track. We’ve achieved this by creating our own, highly tailored saved views. These saved views are (as named): Content collaboration Social media marketing Offsite co-marketing Let’s explain further how these saved views have benefited our marketing team.

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Process Street’s saved view allows our marketing team to gather information and track data Take our social media marketing saved view as an example. This view shows the social media followings for the different companies we collaborate with. The view also gathers data to present the specialties and target audiences for these collaborative companies. This

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information is used to determine the collaboration and co-marketing value.

From this saved view, our marketing team can see right away how a collaborator’s social media following compares to ours. Keeping track of this data is important as it determines the type of collaboration offered. For example, a company could have a stronger Facebook following than us, but we’ll have more LinkedIn followers. In this scenario, we would collaborate on mutually beneficial social cross-promotions where the content adds value to both of our audiences.

Another example to consider would be our offsite co-marketing saved view. Keeping track of our offsite co-marketing collaborations allows our team to continuously build relationships with other marketing teams and work together to create valuable content (i.e., newsletter swaps, webinar cross-collaborations, guest podcasts, documenting shared integrations, and signal-boosting other great content from top-tier tech blogs).

Also, team members can add comments to flag areas of concern. For instance, some companies were interested in collaborating, but internal issues meant they couldn’t at the moment the negotiation was offered. This information is then stored in the saved view so that team members can easily read the comments at a later date and be fully aware of the situation at hand.

Keeping track of data, recording information, and presenting this in an easily digestible way gives transparency to our marketing team’s work. Then we can see what tasks add the most business value.

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Process Street’s saved view allows our marketing team to detect patterns in the data Saved views give a visual representation of marketing operations for big-picture thinking.

Consider our content collaboration saved view. From this view, our marketing team can instantaneously see whether a backlink exchange has been negotiated, plus whether further negotiations have been set up. The value trend of negotiations is determine – i.e., we ask if more value to a negotiation can be added. For instance, if a backlink swap has been handled, the marketing team considers adding further value by persuing a guest post exchange.

In addition, our marketing team can see the value of the negotiations made. Negotiation values are rated on a scale from 1-5 (5 being the highest value). If the majority of the content collaborations set up have a value of 1-3, then this tells the marketing team they need to focus their efforts on securing higher-value collaboration opportunities.

Essentially, smart views show our marketing team patterns in negotiation value (e.g., how a collaboration opportunity benefits Process Street on the whole). Once more, this information can be exported into Google Sheets, for greater customization. There’s no need to search for

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data between one workflow and another, as needed details are compiled into the saved view.

This reduces manual labor when looking for data patterns and trends.

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Process Street’s saved view allows our marketing team to keep teamwork on track Work moves through our marketing team pretty fast. Team members must keep on top of tasks by storing essential information in a workflow.

With this in mind, the saved view allows us, marketers, to see what tasks we’ve completed and what tasks we’ve missed. Saved views ensure nothing slips through the cracks.

Not only does our saved view feature aid teamwork internally, but it also keeps our external communications and teamwork on point. For instance, Process Street has a Slack channel to maintain our valuable PR relations. A new chat is set up every time a workflow is ran for a high-value negotiation. Our marketing team can use the saved view feature to double-check whether high-value negotiations have their associated Slack chat set up. This makes sure the appropriate level of communication is maintained for strong collaborative relationships.

By supporting internal and external teamwork, saved views help our marketing team perform like a well-oiled machine. When our team has full transparency over who is doing what and when, it improves productivity and prevents hiccups, meaning our marketing team can consistently deliver on Process Street‘s business objectives.

Create your own saved views in Process Street to track work within your marketing team Creating saved views is an easy way to track and manage your marketing team’s work.

Whether you’re gathering information, looking for data patterns, or simply making sure tasks are completed as and when they should be, saved views allows you to keep track of all your marketing efforts all from your Process Street account.

Click here to learn how to create a saved view in Process Street to align your marketing operations with your business goals.

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