What the Generate Marketing Audit Report Action Does
The Generate Marketing Audit Report action creates a marketing audit report for a prospect inside a workflow. After the action runs, Kyrios creates report-related custom values that can be used in later workflow steps. These values can be inserted into emails or SMS messages to personalize outreach and send each prospect their own report link.
What Changed
Previously, Marketing Audit Reports could only be generated for leads created through the Prospecting Tool. Now, the Generate Marketing Audit Report is available as a workflow action. This means you can trigger a Marketing Audit Report for contacts created from any supported lead source.
What the Marketing Audit Report Includes
When triggered, the Marketing Audit Report can analyze:
Website performance and technical health
Google Business Profile setup and configuration
Local search rankings
Heatmaps and top Google Business Profile competitors
Online reviews and reputation
Listings and business presence accuracy
The completed audit attaches to the contact record for review.
Open the Workflow Builder
Go to Automation.
Select Workflows.
Open an existing workflow or click Create Workflow.
Add the Generate Marketing Audit Report Action
Add the Generate Marketing Audit Report action before any email or SMS step that needs the audit report link.
Open the workflow.
Add or confirm a workflow trigger.
Click + Add Action.
Search for Generate Marketing Audit Report.
Select Generate Marketing Audit Report.
Configure the Generate Marketing Audit Report Action
The action needs business information from the contact record to generate the report.
Required or recommended fields may include:
Business Name
Address
City
State
Zipcode / Postal Code
Country / Country Code
Use contact fields when possible, such as:
{{contact.company_name}}{{contact.full_address}}{{contact.city}}{{contact.state}}{{contact.postal_code}}{{contact.country}}
Save the action after the fields are mapped.
Add a Follow-Up Email or SMS Step
After the audit report action, add a communication step.
Use one of these actions:
Send Email
Send SMS
The audit report action must run before the message step. This makes the generated report values available inside the email or SMS editor.
Insert Audit Report Custom Values
Use custom values to insert the generated report information into your message.
Available custom values include:
Prospect Business Name
Prospect Web Report Link
Insert these values from the custom values menu inside the email or SMS editor.
The Prospect Web Report Link should be used when you want to send each prospect their own unique report link.
Example Email Message
Use this format when sending the report by email:
Hi {{generate_marketing_audit_report.prospect_business_name}},
We ran a quick 360-degree marketing audit on your business.
Here’s your free marketing audit report: {{generate_marketing_audit_report.prospect_web_report_link}}
If you’d like a quick walkthrough, we can set up a 15-minute call next week.
Here’s my calendar: {{user.calendar_link}}
Recommended Workflow Order
Use this order so the report data is available before the message is sent:
Trigger: Contact Created, Form Submitted, or another lead source
Action: Generate Marketing Audit Report
Action: Send Email or Send SMS
Optional: Add wait steps, reminders, tags, pipeline updates, or internal notifications
Publish the workflow
What Happens After the Audit Runs
After the workflow action runs:
Kyrios generates the audit report.
The report attaches to the contact record.
Report custom values become available for later workflow steps.
The report link can be sent through email or SMS.
Additional automation can run based on the workflow design.
You can add follow-up logic such as:
Add a tag
Notify the sales team
Route the lead to a pipeline
Trigger reminder messages
Start a follow-up sequence
Common Issues and Fixes
The Generate Marketing Audit Report action is not visible
Cause: Prospecting is not enabled for the account.
Fix: Enable Prospecting from the Agency Dashboard under the Reselling tab.
The report link is not appearing in the email
Cause: The Send Email or Send SMS action may be placed before the Generate Marketing Audit Report action.
Fix: Place the Generate Marketing Audit Report before the email or SMS step.
Custom values are not available
Cause: The audit report action may not have been saved yet.
Fix: Save the Generate Marketing Audit Report action, then reopen the email or SMS editor and check the custom values menu again.
The same report link is sent to every prospect
Cause: A static report URL may have been pasted into the message.
Fix: Use the Prospect Web Report Link custom value instead of a static URL.
The audit did not generate
Cause: Required business data may be missing from the contact record.
Fix: Confirm the contact has the business name and location details needed to generate the audit.
The workflow does not send the report
Cause: The workflow may still be in Draft mode or the trigger condition may not be met.
Fix: Publish the workflow and confirm the trigger is firing correctly.
FAQ
Can I run the audit for leads not created through Prospecting?
Yes. The Generate Marketing Audit Report workflow action can run for leads from supported sources outside the Prospecting Tool.
Does this replace the Prospecting Tool audit process?
No. The Prospecting Tool still works as before. This action expands audit generation into Workflows.
When are the audit report custom values populated?
The custom values are populated after the Generate Marketing Audit Report action runs.
Can I use the audit report custom values before the action runs?
No. The Generate Marketing Audit Report action must run before any step that uses its custom values.
Can I send the report by SMS?
Yes. Insert the Prospect Web Report Link custom value into a Send SMS action.
Is each audit report link unique?
Yes. Each generated audit report link is unique to the prospect.
Can this work with leads from different sources?
Yes. The workflow can start from supported sources such as forms, imports, contact-created triggers, ads, integrations, or the Prospecting Tool.
Can I customize the message that sends the report?
Yes. You can customize the email or SMS content and insert the report's custom values where needed.
Does the audit generate automatically for all leads?
No. You must add the Generate Marketing Audit Report action inside a workflow to automate it.