Customer Journey/OI Progress Report



The Customer Journey/OI Progress Report is used to update our customer on their campaign progress. The report is created by the Customer Journey Manager before any checkpoint call with client, which can occur weekly, bi-weekly, or monthly. The completed document is sent a maximum of 2 hours or minimum of 15 minutes before the checkpoint call, unless the customer specifies other preferences. The data included in the report is exported from VanillaSoft.

Initial Creation of Progress Report

  1. Download the Progress Report template here.
  2. If the campaign is an Explorer (hourly/pass-based) campaign, delete the “Performance Dashboard Scout” tab. If the campaign is a Scout (SQL guarantee campaign), delete the “Performance Dashboard Explorer” tab. 
  3. Go to the “Data from CRM” tab on the template document.  
  4. In VanillaSoft, choose the project where the campaign is. 
  5. Go to “Reports”. 
  6. Choose “Final Data Export”. 
  7. Use the filter to choose campaign. 
  8. Click “Run Report”.  
  9. Click “Export to Excel”.  
  10. Open the downloaded raw data document.   
  11. In the raw data document, put a filter on the first row.  
  12. Look under the “new contact” column and filter out blank cells and highlight the contacts. 
    1. In the bottom left corner, you will see the count of all the new contacts.  
  13. On the dashboard sheet of the template document under “Initial Contact Count”, place that number of the contact count from the raw data sheet. 
  14. Go back to the raw data report and select all the data.  
  15. Under the "Data" menu at the top, click “Remove Duplicates”. 
  16. Unselect all, just select company, then click "OK". 
  17. A pop up will appear with the count of unique accounts. Place on “Initial Number of Accounts” on the dashboard tab in the template. 


Weekly Creation of Progress Report

  1. Go to VanillaSoft, choose the project in which the campaign is located. 
  2. Click “Reports on the left sidebar.  
  3. Click on “Weekly Raw Data Report”. 
  4. On the drop-down menu, filter for team names and click on your campaign. 
  5. Click “Run Report”. 
  6. Export to excel and open the document.  
  7. Starting in cell B2 of the downloaded document, highlight the rest of the data and copy it. 
  8. In cell A2 on the “Data from the CRM tab in the Template document, paste the information. 
  9. Right click the “Data from the CRM tab and click hide. 
  10. Go to “Opportunity Tracker tab.  
  11. Go back to VanillaSoft and choose the project in which the campaign is located. 
  12. Go to “Reports, choose “Weekly Leads for Project Report”. 
  13. Click on the drop-down menu for “Team and select the campaign. 
  14. Click “Run Report and export to excel. 
  15. Select all data starting from B2 in the downloaded document and copy it. 
  16. Paste it in the “Opportunity Tracker tab in the template document in cell A2. 
  17. Right click on the sheet, click “Format, then “Row Height and set it to 15 to see all data on the page.  
  18. Double check everything in column B and in the facilitation notes.
  19. Open Microsoft Teams and search for the related Customer team. 
  20. Expand the Channel listing and click on the transfer number related to the campaign.
  21. Click "Files", and click through the file folders "Administrative" then "Progress Reports".
  22. Upload the document to the "Progress Reports" folder.
  23. Send the completed document to the business partner via email, a maximum of 2 hours or minimum of 15 minutes prior to the checkpoint call, unless the client specifies other preferences.