How Social Unit optimized client reporting, reduced results inquiries by 60%, lowered churn rate, and improved customer satisfaction

Industry

Marketing agency

What we did

Fully automated data gathering from multiple ad platforms for effective cross-channel analytics

Outcomes

Reduced client results inquiries by 60%, leading to reduced churn and client retention

Industry

Marketing agency

What we did

Fully automated data gathering from multiple ad platforms for effective cross-channel analytics

Outcomes

Reduced client results inquiries by 60%, leading to reduced churn and client retention

Intro

Social Unit is a full service social media and digital marketing agency, renowned for its unwavering commitment to service excellence and efficiency. They cater to the needs of clients, delivering comprehensive solutions across Paid Social Platforms and Google, ultimately growing their businesses with impactful brand awareness and e-commerce sales conversion campaigns. Their services encompass thorough planning, strategic activation, and transparent reporting, ensuring optimal campaign performance and tangible results.

Problem

With Social Unit experiencing expansion, maintaining the swift service delivery and manual reporting processes became a significant challenge. With hundreds of campaigns, they run across various platforms, compiling reports manually took several hours every day. Clients required real-time updates on their marketing performance and the manual process delayed the responses and hindered optimization opportunities, adding a substantial workload for the team. After thoroughly evaluating various tools available in the market, they discovered that many fell short of their specific requirements or presented cumbersome setup procedures.

Social Unit team
Social Unit team
Our requirements included a simple and easy way to set up connectors from digital platform sources to outputs such as Google Sheet and Looker Studio. We needed the tool to be affordable, fast, and efficient. Coupler.io, was by far the easiest to set up. Other tools we'd tried made the process difficult either with over complicated interfaces, or not including the right connection platforms for us to create the relevant importers. The Coupler.io have also been extremely helpful and responsive when we've needed any further support.

To address this, the team developed a custom data dashboard, aiming to provide a comprehensive overview of campaign data and essential details for clients. While this initiative proved to be a step in the right direction, it still required days of manual labor, and as such, didn’t prove to be a feasible solution.

Solution

A pivotal moment came over a year ago when Social Unit implemented Coupler.io. This was very easy for them to implement, and set up almost instantly. This revolutionized their workflow, reducing data extraction and transformation tasks that previously required 2-3 days into just under 30 minutes. Instead of manually extracting data from platforms like TikTok, Facebook, Instagram, or Google, they now enjoy a streamlined, single-click process that automatically updates the reports.

The visualizations built on top of the data help them easily track and monitor performance to analyze and improve efficiency across platforms. It’s quick and effortless to create reports for clients while customization and updates to data flows are also fast and enable them to tailor reports to individual client and campaign needs.

Results

Utilizing Coupler.io has empowered the agency to be very fast, efficient, and deliver excellent results. The significant time-saving enabled Social Unit to redirect crucial resources toward optimizing campaigns and enhancing their performance efforts.

This real-time access to data and insights through auto-updating dashboards has not only reduced client inquiries regarding results by 60% but has also strengthened the relationships with clients, fostering a sense of trust and transparency. Furthermore, the time saved on manual reporting tasks allowed Social Unit to bolster their reputation as one of the fastest agencies to activate campaigns with a high level of quality assurance and service, helping them to onboard more new clients and reduce churn rates.

The ability to provide transparent reporting in a clear and fast way has been called out in their service satisfaction ratings, and contributed to winning and retaining clients.

Social Unit team
Social Unit team
We are very satisfied with Coupler's services and the exceptional customer support they have provided throughout our partnership. Their contributions have been instrumental in facilitating our growth as an agency, allowing Social Unit to deliver unparalleled service and achieve outstanding results at speed for our clients.
Data Visualization Dashboard for Social Unit

Tools & technologies

Coupler.io
Coupler.io
Google Sheets
Google Sheets
Looker Studio
Looker Studio

Data sources

TikTok Ads
TikTok Ads
Instagram Ads
Instagram Ads
Facebook Ads
Facebook Ads
Google Ads
Google Ads
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