1. From the Reports tab, click New Report. 2. Select the report type Campaigns with Contacts with Activities, then click Create.
Full Answer
What is first-touch and last-touch campaign in Salesforce?
First-touch: Salesforce looks at Campaign Member created date to decide which campaign was a contact’s first-touch with your brand. Last-touch: Salesforce looks at Campaign Member last modified date to decide which campaign was a contact’s final marketing touch before closing.
How do I see who my campaigns have targeted?
The Campaigns report folder contains several reports. To see who her campaigns have targeted, Margaret can look at the Campaigns with Contacts or Campaigns with Leads reports. The Campaigns with Contacts report lists each of your campaigns and all of the contacts associated with them.
How do I create a campaign report in Salesforce?
Select Campaigns as the primary object. 4. Name the report type Campaigns with Contacts with Activities. 5. Select the folder to save the report (for example, "Other Reports or Campaigns"), then click Next . 6. Add the child objects Contacts and Activities, then specify: 7. Click Save . 2.
How Salesforce campaigns can help your marketing department to the next level?
Margaret feels relieved. Now she can clearly see how Salesforce campaigns can solve some of her problems and take her marketing department to the next level. With campaigns, you too can organize, streamline, and add power to your marketing efforts. 1 Where can you find the built-in campaigns reports?
How do I pull a campaign report in Salesforce?
Go to the Reports tab. Click the “New Report...” button. Under “Select Report Type”, click the plus sign next to Campaigns, then click once on the Campaigns with Campaign Members option, and click the Create button. For the Date Field range, choose “All Time”
How do you report a campaign influence?
Use of the Add to Campaign button on the Campaign Influence related list on the Opportunity record (Campaign Influence 1.0 only) Enter a Campaign in the Primary Campaign Source field on the Opportunity record (any Campaign saved in this field will be reported, even if it is later removed or replaced)
How do I track ROI in Salesforce?
The Campaign ROI Analysis Report is located on the Reports tab in the Campaign Reports folder. It calculates your campaigns' performance by return on investment (ROI) and average cost.
How does Salesforce track campaign influence?
Under the Campaigns folder in your Reports menu, you will now see the report type “Campaigns with Influence.” Campaign Influence in Salesforce tracks pipeline and revenue for multiple campaigns and ties all campaign membership of a contact associated with an opportunity to that opportunity.
How do I create a campaign Influence record in Salesforce?
From Setup, enter Influence in the Quick Find box, and then click Model Settings.Click New Attribution Model.Enter a name, unique name, and model description.To show the model's data in related lists, select Default Model.To prevent users from creating or editing influence records, select Locked.More items...
What is campaign hierarchy in Salesforce?
In Salesforce, a campaign hierarchy groups campaigns to make them easier to manage and analyze. You can create a parent campaign as a high-level grouping and, beneath that, child campaigns where you can track more-granular campaign efforts.
How do I create a ROI report?
6 Steps To Creating Kickass ROI ReportsReview Objectives And Metrics. Some things just bear repeating. ... Collect The Right Data. ... Need A Good Tool? ... Factor In Advertisement Costs. ... Monitor Your Goals. ... Decisions, Decisions.
How do you show marketing ROI?
You take the sales growth from that business or product line, subtract the marketing costs, and then divide by the marketing cost. So, if sales grew by $1,000 and the marketing campaign cost $100, then the simple ROI is 900%. (($1000-$100) / $100) = 900%.
What is the ROI formula?
There are multiple methods for calculating ROI. The most common is net income divided by the total cost of the investment, or ROI = Net income / Cost of investment x 100.
How many campaign member statuses can count as a member response?
New campaigns have two default member status values: “Sent” and “Responded”. You can edit the values and create more according to how you want to track campaign members. 1.
What can you do with campaign record types?
Her email campaign record type can include a field for the email template used, while her demo event record type can have custom fields for things like the location, timing, equipment needed, staffing, and whatever else she needs to track. The more fields she tracks, the more detailed results she gets.
Where can you find the built in campaign reports?
You can find the built-in campaign reports by clicking the Reports tab, then New Report, and then Campaigns from the list of report types. The Campaigns report folder contains several reports.
Enabling Campaign Syncing
The first step to Campaign reporting, is to enable the sync. To set this up, do the following:
Syncing Campaigns
Syncing Marketo Programs with Salesforce Campaigns is easy. To do so, simply navigate to the Program and right click to sync.
Attribution
The standard Salesforce Campaign model gives 100% of the Opportunity amount to the last touch campaign. This is also indicated by the Primary Campaign Source.
Testing
If you’ve decided to use customizable campaign influence and have set up your own attribution model, test it out a few times with different scenarios to make sure that the model works correctly.
Reports to Use
If you decide to stick with the standard last-touch model, you can use regular Campaign reporting. If you decide to use a customized attribution model, you’ll need to use the Campaigns with Influenced Opportunities report type.
Dashboard
Now you’re ready to create the rest of the reports you need to have your Campaigns Dashboard.
What is Campaign Influence in Salesforce?
Salesforce Campaign Influence is how Salesforce Opportunities are associated with the Campaigns that helped generate them.
Key Salesforce Marketing Terms to Learn
Before you can understand how Campaign Influence works (without getting lost!) there are terms you need to familiarize yourself with:
Salesforce Campaign Influence 1.0 (Option 1)
As the default attribution model, it’s the simplest to grasp. With the advances in marketing analytics and increased expectations of what can be reported on with Salesforce, many organizations will find this type of Salesforce Campaign Influence insufficient. With this model, you can:
Customizable Campaign Influence (Option 2)
Customizable Campaign Influence supports more complex influence scenarios (when things aren’t so “black and white”) and provides more flexibility. If your marketing team is seeking multi-touch attribution, then they certainly outgrown the Salesforce Influence model.
Campaign Influence Related Lists
To take advantage of Customizable Campaign Influence, add related lists to show the Campaign Influence breakdown at the record level. Remember, these related lists will show the default attribution model you selected in Setup, for your org:
Campaign Influence Reports
Campaign Influence can be hard to wrap your head around – but hopefully, you’ve got to grips with the fundamentals by this stage.
When Campaign Influence Fails
Before we finish up this bumper guide, I wanted to share a warning with you. Even with Campaign Influence set up – plus all the bells and whistles added (related lists, reports) – without proper user adoption, your ROI reporting will be fundamentally flawed.
Pardot Reporting Basics
I’m looking for… Reports that will show the performance of my marketing assets, so I can monitor and make adjustments. Only the marketing team needs to see this data.
Salesforce Reports and Dashboards
I’m looking for… Customizable reports and the ability to create visual dashboards using selective data held within Pardot. These reports and dashboards should help align marketing and sales teams.
BONUS – Engagement History Reporting and Campaign Influence Reporting
With Connected Campaigns comes the opportunity to use Engagement History Components and Campaign Influence reporting to expand your reporting powers!
Published by
Laura never saw her career going in the direction of marketing, let alone marketing automation, until she became a Pardot admin in 2019. Falling in love with Pardot and with a thirst for knowledge, Laura completed her Pardot Specialist exam in 2021. Over the last two years, she has furiously Googled her way through the depths of Pardot.
What is first touch attribution?
In first touch attribution, all credit for a lead is given to the “first touch” taken by a lead. For example, if a lead is initially generated by filling out a form to download an eBook, that eBook gets complete credit for the sale.
Can you use Salesforce for direct mail?
Direct Mail. You can also use Salesforce Campaigns for direct mail campaigns, often coupled with a sales follow up. In this case, you send direct mail to a segment of leads who are all added as members of a campaign that represents the direct mail initiative.
Can Pardot create a Salesforce campaign?
Pardot cannot create Salesforce Campaigns, but after you create a campaign in Salesforce, Pardot can add prospects to those campaigns. Using automation rules, segmentation rules, completion actions, or drip and engagement programs, you can add prospects to your Salesforce Campaign. After you set up your rule, drip, or completion action, ...
Enabling Campaign Syncing
Syncing Campaigns
- Syncing Marketo Programs with Salesforce Campaigns is easy. To do so, simply navigate to the Program and right click to sync. While there’s an option to create the Campaign in Salesforce first, I would recommend creating it in Salesforce from Marketo. It will then be automatically generated in Salesforce as well. See this article from Marketoif you are syncing the Program to an existing …
Attribution
- The standard Salesforce Campaign model gives 100% of the Opportunity amount to the last touch campaign. This is also indicated by the Primary Campaign Source.
Testing
- If you’ve decided to use customizable campaign influence and have set up your own attribution model, test it out a few times with different scenarios to make sure that the model works correctly. I like to set up the following scenarios: 1. A lead is touched by one marketing campaign and had a success and converts into an Opportunity 2. A lead is touched by multiple marketing c…
Reports to Use
- Salesforce Report Types
If you decide to stick with the standard last-touch model, you can use regular Campaign reporting. If you decide to use a customized attribution model, you’ll need to use the Campaigns with Influenced Opportunities report type. Under the filters, put in your model name and any other app…
Dashboard
- Now you’re ready to create the rest of the reports you need to have your Campaigns Dashboard. Below are the kinds of reports I recommend to best show multi-touch. I like to group them by campaign type, your Marketo Channels, so that you can show members and opportunity revenue share by something similar to lead source. 1. Number of Members Associated This Year by Cam…