Automated CleverTap Retention Scorecard
Every Monday, WebRun opens CleverTap, pulls last week's retention cohort data and campaign engagement rates, posts a scorecard to Teams led by the week's retention trend, and opens a Trello card for any campaign below its engagement target.
How do I get a weekly retention and engagement report from CleverTap?
WebRun pulls retention cohort data and campaign engagement rates from CleverTap every Monday, posts a scorecard to Microsoft Teams led by the week's retention trend, and opens a Trello card for any campaign below its engagement target. It turns raw CleverTap data into a weekly list of exactly what needs a second look.
- Retention trends get reviewed weekly instead of only at quarter-end
- Underperforming campaigns get a tracked card instead of going unnoticed
- The team sees the numbers without opening CleverTap
Built for growth teams · mobile marketing teams · product managers · customer engagement teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
dashboard.clevertap.comin a real browser with your saved login - no setup, no API keys. -
1
CleverTap - pull retention and engagement data
- Open CleverTap and pull last week's retention cohort data
- Check engagement rates for active campaigns
- Note any campaign with engagement below target
Done when Retention cohorts and campaign engagement for last week have been pulled.
-
2
Microsoft Teams - post the scorecard
microsoft.com
WebRun posts to Microsoft Teams to share the scorecard. - Post the retention and engagement scorecard to the growth channel
- Lead with the week's retention trend
Done when The team has this week's scorecard in Teams.
-
3
Trello - track underperforming campaigns
trello.com
WebRun opens Trello to track underperforming campaigns. - Open a card for each campaign below its engagement target
- Attach the engagement numbers so the team can decide what to change
Done when A Trello card exists for every underperforming campaign.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it change a campaign or send a push notification on its own?
No. WebRun only reports retention and engagement numbers. Editing a campaign or sending a push is left to your growth team.
How does it decide a campaign is underperforming?
It compares each campaign's engagement rate against the target you've set for it, so the Trello card reflects your own bar, not a generic benchmark.
What retention cohorts does it track?
It reads whichever cohorts you've already set up in CleverTap, so the scorecard reflects the same retention windows your team already reviews.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.