Finch Collaboration workflow management tool icon

Collaboration

A digital marketing workflow management tool purpose-built for paid media

Finch workflow management tool icon
Finch workflow management tool icon

Finch Collaboration is a workflow management tool for driving successful digital marketing. You and your Finch customer success manager (CSM) use Collaboration to document, manage, and track the strategy you develop together and that you use to grow your business

It lets you and Finch easily manage the process of executing your strategy and related goals, objectives, and tasks in a single shared online tool. You track progress, adjust tasks and assignees, and even integrate findings from Insights reporting into goals, objectives, and tasks.

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Integrated Collaboration Built In

Collaboration is built into the Finch Advertising Management Platform. It’s a digital marketing workflow management tool. But it’s not a traditional workflow management tool.

It’s an interaction engine where you and your Finch CSM plan, interact, adapt, and adjust. And it seamlessly integrates with Finch Optimization and Insights reporting. It uses campaign data to meet your objectives and drive business growth.

It’s where you and Finch make sure that your goals are met and your strategy realized.

Workflow Management for Successful Digital Marketing

You and your Finch CSM use Collaboration to translate findings from Insights reporting into objectives to maximize your paid media outcomes. Once findings are translated into actions in Collaboration:

  • You quickly see who’s doing what and when.
  • You see the impact of the actions and know you’re making progress.
  • You access an up-to-date growth plan and the timeline at-a-glance.

And you do that in a single interface with no spreadsheets that have to be sorted and filtered, no back-and-forth by email. Just a single, usable view.

You see online 24 x 7 what’s happening with your campaigns and what Finch is working on, what you need to work on, where you stand on your paid media goals, and what next steps are. You have full knowledge and full transparency.

We particularly like the interaction between Finch Collaboration and Finch Insights. Our objectives and tasks are clearly recorded and the resulting success is presented in an easily understandable way.

— Lena Alvermann, SEA Manager, Deerberg GmbH

How Collaboration Delivers Workflow Management and Success

Set business goals

to achieve your strategy or realize opportunities found in Insights reporting. For example, you might have a goal to drive 10% increased revenue on Amazon.

Create objectives to achieve your goals

For example, to meet your goal to drive 10% more revenue on Amazon, your objective might be to obtain more Buy Boxes. Plus, quickly create tasks for recurring objectives with repeatable action plan templates.

Break your objectives into tasks

assigned to different team members and based on roles.

Track task progress online anytime.

For example, the Insights Buy Box report helps you see the Buy Boxes you have and have lost as part of your goal to increase revenue on Amazon.

Communicate with Finch and your internal team

online anytime and eliminate email and phone tag and manual follow up.

Set business goals

to achieve your strategy or realize opportunities found in Insights reporting. For example, you might have a goal to drive 10% increased revenue on Amazon.

Create objectives to achieve your goals

For example, to meet your goal to drive 10% more revenue on Amazon, your objective might be to obtain more Buy Boxes. Plus, quickly create tasks for recurring objectives with repeatable action plan templates.

Break your objectives into tasks

assigned to different team members and based on roles.

Track task progress online anytime.

For example, the Insights Buy Box report helps you see the Buy Boxes you have and have lost as part of your goal to increase revenue on Amazon.

Communicate with Finch and your internal team

online anytime and eliminate email and phone tag and manual follow up.

Collaboration also lets you assign statuses to goals and tasks that include captured, scheduled, in progress with a start and end date, open, on hold, abandoned, and completed. And an intuitive, easy-to-use drag-and-drop timeline lets you manage items quickly and easily.

You can assign goals for specific markets or website domains. For example, if you sell in multiple countries, you can have unique goals for Germany, the UK, the US, etc.

And a parking lot lets you keep track of future goals and objectives that you’re not yet ready to work on yet.

How Collaboration Works as a Key Part of the Finch Platform

Collaboration is a key part of the Finch Advertising Management Platform. You and your Finch strategist use Collaboration to turn your strategy and KPIs into clear, actionable steps. Steps you can easily track and discuss in Collaboration as you work toward achieving them.

Findings from Insights reporting are quickly turned into actionable items in Collaboration. And your strategy and goals drive how Optimization automates optimal performance of your campaigns.

Together, the three components of the Platform — Collaboration, Optimization, and Insights — give you and your Finch strategist the engine you need to drive strategic, automated business growth at scale.

Insights Reporting for Multiple Channels

The Finch Insights reporting engine does away with the black box in most ad platforms. It gives you dozens of prebuilt reports and lets you create (or have your Finch CSM create) any number of custom reports for your specific metrics and needs.

You access actionable data for all your channels and ad platforms in a single dashboard. And the actions you want to take can go right into Collaboration, so you and your Finch team can work on them and track progress.

Learn more about Insights reporting

Automated Campaign Optimization

The insights you get from the Finch Platform come from Finch Optimization. It delivers automated campaign optimization that uses detailed performance data from your own campaigns to continually automate and optimize new and existing campaigns, keyword expansion, and bidding to meet or exceed the metrics you’re after.

Learn more about Campaign Optimization