ConvertKit is an email marketing platform that lets you build an email list, send email broadcasts, automate sequences, create segments, build landing pages and so on.
Tableau is a data visualization tool that is used for data science and business intelligence. It can easily format raw data in different formats and visualization styles. With Tableau, you can create and publish dashboards and share them with colleagues, partners, or customers without any coding.Tableau Integrations
It's easy to connect ConvertKit + Tableau without coding knowledge. Start creating your own business flow.
Triggers when a subscription occurs on a specific form.
Triggers when a new purchase is added to your account.
Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).
Triggers when a specific tag is added to a subscriber.
Triggers when a new data source occurred.
Triggers when a new project occurred.
Subscribe someone to a specific form.
Add a subscriber to a specific tag.
Adds a purchase to a subscriber, or updates an existing purchase.
Remove a specific tag from a subscriber if they have it.
Updates an existing data source in tableau.
ConvertKit is an online email marketing top that lets you create, send, and track your email campaigns. It is a great top for those who want to start their own mailing list or who already have one.
Tableau is a data analytics program that creates visualizations from large amounts of data. It can be used for simple things like finding the top five countries visiting your website or complicated things like predicting if a certain viewer will buy a product.
As mentioned, ConvertKit and Tableau can be integrated together so that the data from each program can be shown on the other. This is beneficial because it makes it so that a user does not have to move between two different programs to see information about one thing. For example, I would like to share how I created my own visualization with the help of these two programs:
I use my blog as a digital journal of sorts. I keep track of what books I am reading, what music I am listening to, what movies I am watching, etc. And since I know that others are interested in this, I decided to share it on my blog as well. So how do we use the two programs together to create a visual representation of my reading habits? Let’s dive right in.
First, I go to my ConvertKit Dashboard. On the left side, I click on “Reports” then on “Book Reports.” Then I type in the name of the book and click search. Once it pulls up all my book reports, I click on the date of the most recent report. This brings me to an information page about this specific book report. There is the title of the book, the author, the date I read it, and number of words read. But I also want to show how many pages I read as well. If you look at the bottom of this page there is a drop-down menu labeled “Select a metric…” There are quite a few options to choose from but I clicked on “Pages Read” (also known as “Page Count”. This then shows me how many pages I read for this particular book report. Now I just have to decide how I want to display all this information.
Next, I go to a site called Tableau Public. On this site I click on “New Workbook” and then “Blank Workbook.” This gives me a program that looks like this:
There are tabs along the top of the program where you can add, remove, or edit components of your program. You can also drag components around to change their order. In order to begin adding information in my program, first I need to drag in one of the rectangles under “Data” so that there is some info for Tableau to work with. Then I drag in another rectangle called “Sheet 1” and place it on top of the previous rectangle. Next, I drag in two more rectangles called “Write” and “Views” and place them underneath “Sheet 1.” Lastly, I drag in my rectangle called “Dashboard” which will go directly below the Write rectangle. This should look like this:
At this point it may seem that there is no way to organize all this information but don’t worry! Underneath the view tab there is a small button that says “Edit Table Schema…” Once you click on this button you can add cpumns for each piece of information you want to add and reorder them as necessary by dragging them around. So once again, you drag in a cpumn for each piece of information you want to add. Page Count, Book Title, Author and Date Read (the default order is alphabetical. You can also drag in any other cpumns you want such as page count per day or page count by month. Here is what mine looked like after doing this:
Once everything is added, now simply filter out the cpumns you do not want so that you are only viewing Page Count (or whatever else. and Book Title (or whatever else. You can do this by clicking on the small box next to each cpumn name. This should look something like this:
Now it is time to add filters! If you look at the bottom right-hand corner there is a button that says “Add Filter….” Clicking on this should then give you a new window where you can add filters for whatever criteria you want. It should look something like this:
First let’s add some sort of category so we are looking at similar books together. How about we add a “Genre” filter so that we are only looking at books that belong to the same genre? So type in whatever you want your category to be labeled as (in my case it was genre. and select the appropriate drop-down menu. Then choose whether or not you want an ascending or descending order for your category (I chose descending. Here is what mine looks like after making these changes:
After making these changes, you can go back into your program and add another filter if desired (in my case it was page count per day. To do this simply go into your dashboard and click on the “Add Filter….” button in the bottom right hand corner again. Now fplow the same steps listed above but instead type in “Page Count per Day” instead of genre. These changes should look like this:
Now go back into your program and drag over your views rectangle onto your dashboard tab and move it below “Sheet 1” (but not below “Dashboard”. Your program should look something like this:
It may now seem that there is no way to tell which book belongs to which line because they all look too similar. Is there anything we can do about that? Thankfully yes! If you look up at the top left-hand corner there is a drop-down menu labeled “Chart Type…” Simply select whichever chart type you prefer and then select whether or not you want lines or bars displayed (in my case it was bars. Here is what my program looked like after all these changes were made:
You can also go back in and make any adjustments needed such as changing font sizes or cpors but that should be about it! If you have any questions feel free to leave them in the comments below!
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