The Social Playbook April edition: KPIs in marketing

The Social Playbook April edition: KPIs in marketing



In any field, analyzing performance is essential to understand growth and know what’s working. The same applies to marketing. Tracking and analyzing Key Performance Indicators (KPIs) helps you make smarter, data-driven decisions instead of relying on guesswork.

Let’s explore the top KPIs in marketing that actually matter and how to use them effectively.

Top KPIs in marketing

Click-through rate (CTR)

CTR is the percentage of people who click on your ad and visit your website or app. It shows how compelling your creative and message are to the audience it reaches.


How to interpret
  1. High CTR: Your ad is attracting the right audience, and your creative is working well. The next step is to convert that interest into action (sign-ups or purchases).
  2. Low CTR: Your ad or creative isn’t compelling enough to get clicks. It could be due to weak messaging, unclear value, or targeting the wrong audience.
Benchmark
  1. Below 1%: Need to improve
  2. 1 - 3%: Good
  3. 3% and above: Strong
How to improve
  1. Use a strong visual hook. The first 2 seconds matter the most.
  2. Write CTAs that create curiosity or urgency, not just "Learn more"
  3. Test different formats like carousel, video, or static.

Conversion rate (CR)

CR is the percentage of people who complete a desired action after clicking your ad, such as signing up or making a purchase. It shows whether your ad is actually driving results.



How to interpret
  1. High rate: Your message, audience, and offer are aligned.
  2. Low rate: People may click your ads, but they aren't convinced enough to take action.
Benchmark
  1. Below 2%: Need to improve
  2. 2 - 5%: Good (varies by industry)
  3. 5% and above: Strong
How to improve
  1. Match your ad copy to your landing page.
  2. A/B test your CTA. For instance, "Start free trial" beats "Submit"
  3. Retarget warm audiences who have already visited your page

Return on ad spend (ROAS)

ROAS is the revenue earned for every dollar spent on ads. It indicates whether your ad spend is generating returns. This is one of the clearest measures of profitability.


How to interpret
  1. 1x ROAS = break-even
  2. Most brands aim for 3 - 5x, but this depends on profit margins.
  3. 2x ROAS can be profitable for high-margin products
Benchmark
  1. 3–4x (depending on margins): Good
How to improve
  1. Focus budget on top-converting audiences and cut the rest.
  2. Optimize landing pages and improve the post-click experience.
  3. Run retargeting campaigns and focus on high-performing ads.

Customer lifetime value (CLV)

CLV is the total revenue a customer brings over their entire relationship with your brand. It shows how valuable a customer is in the long run.



How to interpret
  1. High CLV: You have loyal customers and can afford to spend more to acquire them.
  2. Low CLV: Customers don’t return or don’t spend much
Benchmark
  1. CLV should be higher than CAC
  2. Ideal: CLV to CAC ratio = 3:1
How to improve
  1. Focus on retention, as keeping a customer is more cost-effective than acquiring a new one.
  2. Use upsell and cross-sell strategies.
  3. Build loyalty programs and reward repeat buyers.
  4. Stay connected through email, social media, and community building.

Cost per customer acquired (CAC)

CAC is how much you spend to acquire one new customer. This includes ad spend, tools, and other marketing costs. It shows how efficiently your marketing is working.



How to interpret
  1. High CAC: You’re spending too much to acquire each customer, which reduces profitability.
  2. Low CAC: You’re acquiring customers efficiently at a lower cost.
Benchmark
  1. Your CAC must be lower than the profit a customer brings in over time (CLTV), or your business model is at risk.
  2. Ideal: CAC to CLV ratio = 1:3 (Spend $1 → Earn $3 over time)
How to improve
  1. Experiment with different channels
  2. Retarget interested users instead of finding new ones
  3. Focus on high-performing channels

Engagement rate (ER)

ER shows how much people interact with your content (likes, comments, shares, saves). It tells you if your content is actually connecting with your audience.


How to interpret
  1. Higher ER: Your content resonates with your audience, and they actively engage with it.
  2. Lower ER: Your content may be seen (reach), but people aren’t engaging with it—they’re scrolling past.
Benchmark
Engagement rate varies by platform and audience size
  1. 1 - 3%: Average
  2.  3 - 6%: Good
  3.  6%+: Strong
How to improve
  1. Post when your audience is most active (use analytics or tools like SmartQ in Zoho Social)
  2. Ask questions, use polls, and give people a reason to respond
  3. Reply to comments quickly to boost interaction and signal activity
When you track the right KPIs, you stop guessing and start growing. Use these insights to refine your strategy and make every campaign count.

Stay tuned for the May edition of The Social Playbook.

    Access your files securely from anywhere

        All-in-one knowledge management and training platform for your employees and customers.






                              Zoho Developer Community




                                                    • Desk Community Learning Series


                                                    • Digest


                                                    • Functions


                                                    • Meetups


                                                    • Kbase


                                                    • Resources


                                                    • Glossary


                                                    • Desk Marketplace


                                                    • MVP Corner


                                                    • Word of the Day


                                                    • Ask the Experts





                                                              Manage your brands on social media



                                                                    Zoho TeamInbox Resources



                                                                        Zoho CRM Plus Resources

                                                                          Zoho Books Resources


                                                                            Zoho Subscriptions Resources

                                                                              Zoho Projects Resources


                                                                                Zoho Sprints Resources


                                                                                  Qntrl Resources


                                                                                    Zoho Creator Resources



                                                                                        Zoho CRM Resources

                                                                                        • CRM Community Learning Series

                                                                                          CRM Community Learning Series


                                                                                        • Kaizen

                                                                                          Kaizen

                                                                                        • Functions

                                                                                          Functions

                                                                                        • Meetups

                                                                                          Meetups

                                                                                        • Kbase

                                                                                          Kbase

                                                                                        • Resources

                                                                                          Resources

                                                                                        • Digest

                                                                                          Digest

                                                                                        • CRM Marketplace

                                                                                          CRM Marketplace

                                                                                        • MVP Corner

                                                                                          MVP Corner









                                                                                            Design. Discuss. Deliver.

                                                                                            Create visually engaging stories with Zoho Show.

                                                                                            Get Started Now


                                                                                              Zoho Show Resources

                                                                                                Zoho Writer

                                                                                                Get Started. Write Away!

                                                                                                Writer is a powerful online word processor, designed for collaborative work.

                                                                                                  Zoho CRM コンテンツ






                                                                                                    Nederlandse Hulpbronnen


                                                                                                        ご検討中の方




                                                                                                                • Recent Topics

                                                                                                                • Custom Buttons & Links Now Supported in Portals

                                                                                                                  We’ve just made portals in Zoho Recruit more powerful and customizable than ever! You can now bring the power of Custom Buttons and Links to your Candidate, Client, Vendor, and Custom Portals, enabling portal users to take direct action without recruiter
                                                                                                                • New in WorkDrive: Personalize your file system with Labels

                                                                                                                  Data is the driving force behind every decision made by businesses today. We at WorkDrive know every employee needs reliable access to their information and be able to locate the data they need at the right time.  Introducing Labels: organize your files in a way that's personal to you.  While WorkDrive's Data Templates feature focuses on adding structure to your organization's data, Labels help your team members classify files based on their preference. The Labels created will appear only to the
                                                                                                                • No Ability to Rename Record Template PDFs in SendMail Task

                                                                                                                  As highlighted previously in this post, we still have to deal with the limitation of not being able to rename a record template when sent as a PDF using the SendMail Task. This creates unnecessary complexity for what should be a simple operation, and
                                                                                                                • Integrate your Outlook/ Office 365 inbox with Zoho CRM via Graph API

                                                                                                                  Hello folks, In addition to the existing IMAP and POP options, you can now integrate your Outlook/Office 365 inbox with Zoho CRM via Graph API. Why did we add this option? Microsoft Graph API offers a single endpoint to access data from across Microsoft’s
                                                                                                                • Work Type Section in Field Service Settings

                                                                                                                  Hello Team, We are trying to understand how skills are managed in the system. During our review, we found an article mentioning a section called Work Type, which is used to manage skill assignment. According to the documentation, this section should be
                                                                                                                • Mirror Component in Zoho CRM: Access real-time related data without leaving your record

                                                                                                                  Hi everyone, This feature is now available for the JP, CA, SA, UAE, and AU DCs. We're excited to bring to you Zoho CRM's mirror component, which presents relevant data on a record's details page and keeps everything users need in one place without having
                                                                                                                • Clone a Module??

                                                                                                                  I am giong to repurpose the Vendors module but would like to have a separate but very similar module for another group of contacts called Buyers. I have already repurposed Contacts to Sellers. Is it possible to clone (make a duplicate) module of Vendors
                                                                                                                • Is there lead tracking in Bigin? There should be.

                                                                                                                  Is there a way to track leads before they are ready to be added to Pipelines? I'm afraid we're going to lose opportunities. Example: We're sending out small batches of 25 emails to those we collected at tradeshows. They are all qualified leads. Out of
                                                                                                                • How to get static reports via Desk API

                                                                                                                  Hello, we are hoping to use the Desk API to automatically export the default static reports in Zoho Desk, or reconstruct them via other API calls. What's the best way to do this? For example, if I want to recreate the Response Time static report via the
                                                                                                                • Product updates in Zoho Workplace applications | April 2026

                                                                                                                  Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications for the month of April. Zoho Mail Enhance group member exports with additional data fields Customize your group member exports
                                                                                                                • Billing Status Update

                                                                                                                  Hello Latha, I’m working on a new automation (deluge) to fulfill one of our requirements. In this automation, there is a step to update the Work Order billing status from “Not Yet Invoiced” to “Non-Billable.” I tried to find the API information relevant
                                                                                                                • Zoho Projects Coming to CRM Teamspaces

                                                                                                                  Availability: The US DC Standard Edition is now available. It will be rolled out to customer accounts in all DCs in phased manner. Hello all, You are probably already familiar with Teamspaces, the dedicated workspaces where teams organize the CRM modules
                                                                                                                • Lost the ability to sort by ticket owner

                                                                                                                  Hi all, in the last week or so, we have lost the ability to sort tickets by Ticket Owner. Unlike the other columns which we can hover over and click on to sort, Ticket Owner is no longer clickable. Is it just us, or are other customers seeing this too?
                                                                                                                • Customise Lead Source and Sub Lead Source per webinar

                                                                                                                  We have an integration between Zoho Meeting and Zoho CRM. New leads are imported into CRM but now they all have the source "Zoho Webinar". Can I change this source? Can I add a sub source? And can I customize these fields per webinar? (So different webinars
                                                                                                                • Zoho Projects Roadshows 2026 - APAC

                                                                                                                  Dear Users, Building on the amazing response to our roadshows in 2025, we are excited to announce our next set of roadshows in the APAC region. To start with, our team of experts will conduct these events in Singapore and Manila. They will walk you through
                                                                                                                • how do i add more than one google my business location?

                                                                                                                  they are connected to one account, but while connecting social channels it makes me pick one location. I have 3 and growing.
                                                                                                                • Notes - Reaction Buttons

                                                                                                                  Using the native notes option within CRM is fine, it works and the RTF features are great, however, would it be possible - if there isnt already something in place, where we can add a reactions button, similar to teams/whatsapp to show that its been read
                                                                                                                • Zoho Analytics: Clarification on Email Schedule Limits in Basic Plan

                                                                                                                  Hi Team, I have a question regarding the email scheduling limits in the Zoho Analytics Basic Plan. The plan shows that I can create 4 email schedules. However, I understand that schedule consumption is calculated based on recipients (i.e., 1 schedule
                                                                                                                • Zoho → ShipStation Integration – Sales Order–Driven Fulfilment Workflow

                                                                                                                  Hello All, I’m reaching out to explore the best way to integrate a shipping tool into our inventory which will speed our process up. We are looking to integrate ShipStation into our existing order-to-fulfilment workflow, as we’re keen to standardise on
                                                                                                                • Updating Sales orders on hold

                                                                                                                  Surely updating irrelevant fields such as shipping date should be allowed when sales orders are awaiting back orders? Maybe the PO is going to be late arriving so we have to change the shipment date of the Sales order ! Not even allowed through the api - {"code":36014,"message":"Sales orders that have been shipped or on hold cannot be updated."}
                                                                                                                • Custom button for list page

                                                                                                                  Why is my 'List Page - Bulk Action Menu' button in the Packages module not autopopulating the List argument with selected record IDs?
                                                                                                                • Rename system-defined labels in Zoho CRM

                                                                                                                  Renaming system-defined labels is now available across all DCs. Hello everyone, Zoho CRM includes predefined system fields across modules to support essential CRM operations. Until now, the labels of these fields were fixed and could not be edited from
                                                                                                                • Exclude Email or Domain From New Ticket Notification

                                                                                                                  Hi, we utilize the new ticket notification feature in Zoho Desk. However, it would be great if there was a way to exclude certain email addresses or domains from receiving the automatic notification. This would be particularly helpful for automated alerts
                                                                                                                • Anyone have a working connection with CRM and shipstation via Flow

                                                                                                                  Just wondering if anyone has successfully integrated shipstation and Zoho CRM.  I know there’s code to do it but am hoping to find out all the pitfalls before I jump on!! Scenario: SalesOrder gets created in CRM with multiple line items. I want this pushed to shipstation. On shipping via shipstation I want to push the tracking # back to CRM.  Many thanks in advance
                                                                                                                • ShipStation and Zoho Inventory

                                                                                                                  Hello, I am looking to sync zoho inventory with shipstation ZOHO INVENTORY           SHIP STATION Sales Order  ==>  create ORDERS INVOICE  <==    Shipments What exactly does BETA mean on the Shipstation connector?  This is required for me to sign-on in the next month. Thanks in advance for your efforts
                                                                                                                • Connect to Shipstation's API

                                                                                                                  Shipstation is a very big service, with lots of users, tons of order data.....and poor un-customizable reporting. This is perfect for Zoho analytics.  The Shipstation API is modern and efficient.  Today I think many people pay Zapier to get Shipstation data into Reports/CRM/Books - why not have  a direct connection?  -can pull in shipments via webhook or polling.  -also nice to pull in order data along with shipment data
                                                                                                                • What’s the Correct Integration Flow Between Zoho Inventory, ShipStation, and Multi-Channel Sales Platforms?

                                                                                                                  Hi Zoho Community, I’m currently implementing Zoho One to manage all of my business processes, and I’d appreciate some guidance on the correct integration flow for the tools I’m using. Here’s my current setup: Zoho Inventory is my central system for managing
                                                                                                                • Remove Zoho Header from Portals

                                                                                                                  I have a portal page with custom domain. But when I print directly from a webpage, the Zoho CRM header shows. It kind of kills the branding aspect. Is there a way to get rid of this?
                                                                                                                • Setting defaults for "Find and Merge Duplicate for..."

                                                                                                                  To remove some of the extreme tedium from Zoho's poorly implemented merge function, I would like to set defaults.  Currently I am defaulted to match "ANY" when I would never do that, so I always have to click "ALL". Then it makes me click on several totally irrelevant drop boxes to turn off phone, mobile and other useless match criteria. Is there a way I can set: Match to default as "ALL" Firstname to default to "IS" Lastname to default to "IS" every other match field default to "-NONE-" This will
                                                                                                                • Let's bring Manufacturing Resource Planning (MRP), Material Requirement Planning (MRP), and Production Planning/Management module / feature in Zohobooks

                                                                                                                  Let's bring Manufacturing Resource Planning (MRP), Material Requirement Planning (MRP), and Production Planning/Management module / feature in Zohobooks
                                                                                                                • CLIENT PORTAL (If clients can place orders directly on the portal)

                                                                                                                  Zoho client portal is excellent. Everything is there except one thing. Client should be able to place orders directly on the portal. This would enhance the portal and end users will be extremely happy. This suggestion infact came from one of our client.
                                                                                                                • Zoho Inventory Feature Roadmap Visible To All

                                                                                                                  Hello, please consider making your feature roadmap visible to us users so that we know what to expect in future. This may appease current users who are seeking clarification on feature implementation dates, so that they can make an informed decision whether
                                                                                                                • アナリティクスで商談中のパイプライン(ステージ)の件数比較

                                                                                                                  アナリティクスで商談中のパイプライン(ステージ)の件数を前週と前々週で比較したい。前々週の件数が更新することで変動してしまう。対象方法をご教授ください。
                                                                                                                • How do I remove a data source from Zoho Analytics?

                                                                                                                  I am unable to find a delte option on a datasource that i put in the system as an error. On teh web it refers to a setup icon but I do not see that on my interface?
                                                                                                                • Identify and clean hard bounce lists in Automation 2.0

                                                                                                                  Hello. 1. I want to know how I can identify hard bounces in the lists I created to clean them before sending an email, given that the bounce rate has increased and it is necessary to clean the lists. 2. How can I exclude hard bounces and invalid emails
                                                                                                                • Enhanced Sign-in UI and OTP-Based Password Reset for Portals

                                                                                                                  As of 5th December, 2024, we are introducing enhanced sign-in interfaces and One-Time Password (OTP) based verification for password reset in an effort to improve security and stream the user journey across all portals. What's changing New Interface for
                                                                                                                • Trigger workflows from SLA escalations in Zoho Desk?

                                                                                                                  Hey everyone, I’m currently working with SLA escalation rules in Zoho Desk and ran into a limitation that I’m hoping someone here has solved more elegantly. As far as I can tell, SLA escalations only support fairly limited actions (like changing the ticket
                                                                                                                • Delete a department or category

                                                                                                                  How do I delete a Department? Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.
                                                                                                                • Zoho Webinar - Sharing System Audio (NOT AVAILABLE)

                                                                                                                  Hi, We are having a serious problem with Zoho Webinar. In the webinars we run, we very often share the audio from a video we are streaming directly from YouTube or other applications. Until recently we were using Zoom, but as we use other Zoho applications
                                                                                                                • Big Time HELP

                                                                                                                  I am old, disabled and need to speak to a person. I needed to use a service to copy my zoom contacts to. I think I signed up for a security service, which I do not need. I don't know enough to choose from your many lists or how to see what I have and
                                                                                                                • Next Page