Get valuable insights into your email marketing and newsletter campaign performance by connecting your CleverReach account to Power My Analytics. This guide will walk you through setup, reporting capabilities, and important considerations for the CleverReach data source.

Prerequisites

• An active CleverReach account (free or paid plan). No special permissions or API keys are required; authentication is handled via OAuth.
• Your CleverReach account email and password. CleverReach uses OAuth for authentication, so you will log in directly on the CleverReach authorization page during setup.

Adding CleverReach as a Data Source

1. Log in to your Power My Analytics hub.
2. Navigate to Sources from the main menu.
3. Click + Add new source.
4. Search for "CleverReach" and click the CleverReach tile from the gallery.
5. You will be redirected to CleverReach's OAuth authorization page. Click "Log in with my existing CleverReach account and connect".
6. Enter your CleverReach email and password to authorize the connection.
7. Once authorized, you will be redirected back to the PMA hub and your CleverReach account will appear in Sources.

Creating a Data Studio Report

1. In the PMA hub, navigate to Reports > Data Studio.
2. Select CleverReach under Create Data Studio Report (this will open the official Data Studio application in a new window).
3. Google Data Studio Configuration:
   • Step 1:
     • Name your data source (e.g., rename "Untitled Data Source" to "CleverReach - Organization Name").
     • Power My Analytics Hub: Choose your PMA hub from the dropdown.
     • Optional: Leave "Use report template for new reports" checked to use the PMA demo template.
     • Click Next.
   • Step 2:
     • User Account: Select your CleverReach account (for real data) or "Sample Account" (for sample data).
     • Click Next.
   • Step 3:
     • Click Connect (top right) to complete the data source configuration.
   • Step 4:
     • Click Create Report (top right).

Key Reports and Fields

• Mails Insights: Opened Rate, Click Rate, Bounced, Delivered, Unsubscribed, Spam Rate

Limitations and Important Considerations

• Cached Data Requests with Unique Metrics and Date Dimension: When a unique metric is paired with the date dimension, this will result in a request for cached data instead of a request for live data. For more information, please see Understanding Cached and Live Data Requests.
• Backfilling: 24 months of historical data will be backfilled when you first connect your CleverReach account as a data source.

Troubleshooting