How Vavo saved hours of daily manual labor while ensuring no payment, budget overage, and pacing ratio alerts were ever missed

"Since using Lido, Vavo has not missed a single critical payment, spend, or pacing ratio alert and has saved precious hours of manual work. Now we have more capacity to strategize with and acquire new customers!"
Anirban
Operations and Customer Success Associate

The challenge

Vavo needed to automate internal alerts around marketing efforts for their clients. Some alerts were not being sent due to the time-consuming and tedious nature of manually reading through spreadsheet data to see if there was a delayed payment, budget overage, or pacing ratio that needed attention…which then warranted an email being manually sent out.

Vavo needed to automate internal alerts around marketing efforts for their clients. Some alerts were not being sent due to the time-consuming and tedious nature of manually reading through spreadsheet data to see if there was a delayed payment, budget overage, or pacing ratio that needed attention…which then warranted an email being manually sent out.

Anirban, part of the operations and customer success team, needed a way to automate these alerts according to certain conditions (e.g., when a pacing ratio was under 85%), in order to alert his team immediately and ensure next steps were taken (e.g., adjusting spend for a campaign).

Other email automation tools either 1) did not allow him to easily send emails based on cell values 2) were not ‘set it and forget it’ (e.g., did not work when the tool was closed) or 3) did not allow him to easily view their data in a spreadsheet view (and as everyone in the marketing industry knows - spreadsheets are everything).

"Marketing agencies track a lot of key data. But, as important as tracking key data, is immediately alerting the team when something in the data happens…like if a pacing ratio needs attention. Because, if not, then there’s a lag between when something is wrong and when the problem gets solved. We’ve been trying to automate this process to no avail.”

The solution

Using Lido, Anirban was able to set up a ‘set it and forget it’ email automation tool to automate critical payment, spend, and pacing ratio alerts to his team based on the data of his external data source he connected to Lido in real-time.

With Lido, Anirban was able to connect to his live Google Sheet data holding payment, spend / budget, and pacing ratio metrics. Then, in a Lido spreadsheet, he was able to set up an email automation tool in a matter of minutes using simple spreadsheet formulas - a comfortable solution for an industry so reliant on spreadsheets (e.g., Google Sheets).

“Lido is great! Marketing agencies depend a lot on spreadsheets - specifically Google Sheets. This is where we track our data - be it manually or pulling it in from a 3rd-party like Supermetrics. So, in Lido, I was able to easily set up an email automation tool according to the conditions I wanted using simple spreadsheet formulas. And the automation itself can be implemented to run as frequently as you want. And it works even when the file is closed. Exactly what we needed.”

The results

Since using Lido, Vavo has not missed a single critical payment, spend, or pacing ratio alert and has saved precious hours of manual checks and emailing - time that can now be spent on key tasks like strategizing with and acquiring new customers.

Anirban’s team used to spend hours every day reading through their Google Sheet data, seeing if an email had to be sent out (e.g., if there was a budget overage or delayed payment) and manually sending out the email alerts. Lido’s automation has taken over that workflow, freeing up Anirban and his team to focus on what really matters at a marketing agency: strategizing with and acquiring new customers.

“Lido has revolutionized our campaign oversight. With impeccable spreadsheet-based alert automation, we've saved crucial hours on manual tasks, redirecting our focus to essential activities like customer acquisition and strategizing. Thanks to Lido's automation, we no longer spend hours reading through Google Sheets data to see if an alert needs to be triggered for delayed payments, campaigns that are overspending or underspending, etc - allowing us to prioritize what truly matters in our marketing agency. Efficiency has soared, thanks to Lido's transformative impact on our workflow.”