Tracking Multiple Marketing Metrics by Task Within a Campaign

You use Airtable to track your team’s work, which includes supporting several internal marketing campaigns at once.

Right now, your Airtable setup includes a Campaigns table and a Tasks table, where each task is linked to a campaign and represents part of your marketing or communications plan.

You want to track metrics for each task, but since the tasks span different marketing channels, the metrics you collect vary.

For example, the metrics you collect for emails such as open rate and click-through rate are different from those for Slack posts such as reactions and comments.

You also track adoption and engagement levels for tools before and after major marketing efforts to see which tactics were most effective.

Sometimes the data is in totals, and other times it is in percentages, depending on the type of tracking available and your overall goals.

Currently, you are storing these metrics within the individual tasks, but that creates too many fields to manage. You want to be able to report on all these various metrics at the task level across your campaigns while keeping flexibility for different types of data.

So, what is the best way to track detailed marketing metrics throughout long-term campaigns in Airtable?

The Right Way to Structure Your Base

To make your Airtable easier to manage and flexible for different types of metrics, the best approach is to separate your data into dedicated tables.

Instead of keeping dozens of metric fields inside the Tasks table, you can create a new Metrics table that stores all performance data in a structured way.

Each record in the Metrics table represents one measurement for one task at one point in time. This makes it possible to store different kinds of metrics such as click rates, reactions, impressions, conversions, or engagement percentages without crowding your Tasks table.

Here’s how your setup could look:

In this setup, the Task field is a linked record that connects to the Tasks table.

The Metric Type field is a single select or linked record that defines what kind of metric you are tracking such as Open Rate, Clicks, Reactions, Comments, or Engagement.

Finally, the Value field is a number field where you enter the metric result.

Once your Metrics table is linked to Tasks, and Tasks are linked to Campaigns, you can start summarizing your performance data at different levels.

The most useful place to use Rollup fields is in the Campaigns table. Since each campaign is linked to multiple tasks (and each task to multiple metrics), rollups let you calculate overall performance across all channels.

For example, you can roll up all the “Open Rate” metrics for email-related tasks in a campaign to find the average open rate, or total all “Reactions” from Slack posts to measure engagement.

This approach works not only for marketing campaigns but for any system that involves tracking performance or outcomes across multiple channels, tools, or time periods.