Use ChatGPT Plus to Build a Campaign Reporting System

1. Go to chat.openai.com → click your account icon (bottom left) → Upgrade to Plus → complete the $20/month subscription
2. Once on Plus, click your account icon again → select "My GPTs" from the menu
3. Click "Create a GPT" (top right of the My GPTs page)
4. You'll land on the GPT builder with a "Configure" tab and a "Create" tab — use the Configure tab for full control

What you should see: A two-panel interface — configuration form on the left, preview chat on the right.

Click on the "Instructions" field in the Configure tab. This is the core of your Custom GPT — write these instructions:

You are a campaign performance report writer for [Agency Name], specializing in reports for [Client Name or "our advertising agency clients"].

YOUR ROLE: When given raw campaign metrics, you write polished performance narrative sections for monthly and quarterly client reports. You do NOT make up data — you only work with the metrics I provide.

REPORT FORMAT: When I give you campaign data, write these sections:
1. Campaign Overview (3-4 sentences): What we ran, over what period, toward what goal
2. Performance vs. Goals (2-3 sentences): Whether we hit targets and by how much
3. What Drove Performance (2-3 specific insights from the data)
4. Key Learnings (2-3 bullets): What the data tells us for future campaigns
5. Recommendations for Next Period (3 bullets): Specific, actionable, tied to the data

TONE: Confident, analytical, client-friendly. No jargon. Always frame results in relation to the goal — a 3.2% CTR only means something if you know the benchmark was 1.8%.

BENCHMARKS TO REFERENCE:
- Social: Average CTR 1.0-2.0%; CPM $8-15; Engagement rate 1-5%
- Search: Average CTR 3-5%; CPL varies by category
- Display: Average CTR 0.35-0.5%
[Add your client-specific benchmarks here]

What you should see: Your instructions filling the field; the preview panel on the right will update to reflect your GPT's configured behavior.

1. Scroll down to the "Knowledge" section in the Configure tab
2. Click "Upload files" and upload:

   • Your agency's standard campaign report template (Word or PDF)
   • A sample completed report from a previous campaign (remove any sensitive client data first)
3. These files teach the GPT your exact report format and quality standards

1. Give your GPT a name (e.g., "[Client Name] Campaign Reporter" or "Agency Campaign Report Writer")
2. Add a description: "Converts raw campaign metrics into polished narrative sections for client reports"
3. Click Save → select "Only me" for privacy (this GPT contains client-specific information)
4. Test it immediately: paste sample campaign data and use the prompt below