Follow the below steps to give your organization the ability to see all marketing activities related to a particular campaign on a campaign record in Salesforce. Click on the cog in the upper right corner of your Salesforce org, then click Setup. On the left side of your screen, use the quick find menu and type Pardot.
Full Answer
Can marketers use standard Salesforce reports for Pardot reporting?
In short, marketers can now use standard Salesforce reports for more flexible Pardot reporting, beyond the WYSIWYG out-of-the-box reports. In this post, I am going to show you how to create a Pardot Email report in Salesforce that gives you an overview of how your list emails and automated emails performed.
How do I access my Pardot reports?
Navigate to Pardot Reports | Marketing Assets | Emails | List Emails. To view an email’s report, click the email name. This will take you to the Report tab. You can access your additional reports by clicking the corresponding tab.
How many email clients does Pardot have?
The email client list includes more than 120 email clients; any client not in the list is marked as “Other” in the report. Although client list can change in the future, Pardot’s code updates automatically to reflect the most up-to-date information and email client list.
What email performance metrics are available in the Pardot product suite?
Pardot reports on a variety of email metrics across different parts of the platform. Here are some key email performance indicators and where to find them in the Pardot product suite. Pardot accepts a 90%+ deliverability rate – anything lower and your account will be placed under surveillance.
How do I report a Pardot activity in Salesforce?
Log in to your Salesforce instance. Navigate to Setup. Search for 'Report Types' in your Quick Find search bar. Click on 'New Custom Report Type' and fill in all required fields.
What report allows you to see how successful or active a form has been on your site?
What report allows you to see how successful or active a form has been on your site? Options are : Submission Report.
How do I sync contacts with Pardot in Salesforce?
By default new leads and contacts within Salesforce will not sync over to Pardot automatically....Syncing Prospects from Salesforce to PardotBy clicking the send to Pardot button on the lead or the contact record in Salesforce.By manually uploading the lead or contact's email address into Pardot.More items...•
How do you report on engagement studios in Pardot?
How to Report on Your Pardot Engagement Studios in SalesforceStep 1: Enable Connected Campaigns. ... Step 2: Create a custom Report Type in Salesforce. ... Step 3: Create the report in Salesforce. ... Step 4: Apply filters to select your Engagement Studio programs. ... Step 5: Select columns for your report.More items...•
Which two prospect activities trigger a sync from Pardot to Salesforce?
If your Pardot account allows multiple prospects with the same email address, prospects sync to Salesforce records with matching CRM IDs (lead or contact ID). Some prospect, user, and system activities trigger prospects to sync from Pardot to Salesforce.
When reassigning a prospect from within Pardot what happens?
Pardot will try to keep the assigned user aligned with the record owner. As such, if Pardot tries to reassign a syncing prospect, the owner will change back to the one designated within Salesforce on the next sync. If syncing with Salesforce, prospect reassignment will need to be handled within Salesforce.
Do all Pardot prospects sync to Salesforce?
Importing prospects into Pardot causes them to sync with Salesforce. Unassigned prospects sync to Salesforce, but records aren't created when there is no matching email address. Pardot checks for changes in Salesforce and Pardot up to every 2 minutes. If you're seeing slower sync times, contact Pardot Support.
What objects are synced between Pardot and Salesforce?
What Salesforce Standard Objects Sync with Pardot?Leads and Contacts, which sync with Prospects.Accounts and Opportunities, which are related to Prospects.Campaigns and Campaign Members, which are synced with Connected Campaigns.Tasks, which Pardot can create.Users, which are synced to Pardot with User Sync.
How do I map a field to Pardot in Salesforce?
In Pardot, open the custom field for editing. From the Salesforce Field Name dropdown, choose the field you want to map. (Optional) Enable Keep this field's type and possible values (for dropdowns, radio buttons, checkboxes) in sync with the CRM. This setting syncs field setting changes from Salesforce to Pardot.
How do you use Pardot engagement studio?
To get started with Engagement Studio and get the most out of the program, follow these steps:Establish goals of the campaign.Identify recipient and suppression lists.Write the copy.Develop drip logic.Build the program actions, triggers, and rules.Test and send.Report.Optimize.
How does Salesforce Pardot work?
Pardot/MCAE works by leveraging: What you know about a prospect: the data they've submitted through forms, data from your Salesforce CRM, or other platforms. What the prospect does: how they interact with your digital marketing assets, such as your website, social media presence, or offline interactions.
How does engagement studio work?
Engagement Studio programs consist of conditional steps that define the prospect journey. You choose which recipient lists you want to use for a program, build your program according to your marketing plan, and then let Engagement Studio do the heavy lifting for you.
How to Start
1) Ensure that the Connected Campaigns functionality is enabled for your Pardot account. When the connection is set, Pardot and Salesforce are able to share any campaign related information. If you need help connecting your campaigns, contact our team to discuss the next steps.
Need Help?
Don’t hesitate, get in touch with our consultants today and we can help you with the configuration. Start 2020 with your reports ready for successful campaigns.
Why Engagement History Reports?
Here are some reasons why you should start using Engagement History reports right away. If you are sceptical about the benefits, hopefully, some things on this list will justify that time investment:
The Finished Product
In this tutorial, I’m going to building the ‘ Engagement Metrics on Emails ’ custom report type in Salesforce. This is one of the five report types that Salesforce recommends you build in your org.
Heads up: Campaign vs. Email Level Metrics
Beware! You may have decided to add all of the fields to the report – which is fine in the beginning when you want to play with all the possibilities on how to display your data. However, be careful around which metrics relate to:
Summary
Engagement History reporting gives us the opportunity to build Salesforce reports based on Pardot marketing asset performance data. In this post, I showed you how to create a Pardot Email report in Salesforce that gives you an overview of how your list emails and automated emails performed.
Introduction
Email will continue to be core to Marketing Automation. While other marketing channels have come and gone, email has proven itself lucrative and effective.
Email Reporting KPIs
Pardot accepts a 90%+ deliverability rate – anything lower and your account will be placed under surveillance.
Pardot List Email Report
The List Email report lists metrics for an email send on a page in Pardot.
B2B Marketing Analytics
With this analytics platform and the ‘‘Prospect and Activity’ Dataset, the possibilities are endless!
Pardot reporting
To use Pardot effectively, you need to ensure that data enters your data ‘ecosystem’ via Pardot first. There’s a number of reasons for this, mostly due to the way the reporting works.
Marketing Attribution Modelling
This is where things start to get a lot smarter. The above shows a basic ROI relationship where you’re looking at direct input (Pardot Campaign Cost) vs. output (Revenue) on a particular channel.
Practical advice: Turn on Connected Campaigns
This is one of the most highly requested features and there’s a good reason for it.
Practical advice: Define Customisable Campaign Influence
Customisable campaign influence lets you set up a logic that tracks the amount of influence a marketing campaign has on opportunities. Each campaign will be different, so you’ll have full control over the amount of influence each campaign has, whether it be an automated process you opt for or a manual one.
Any questions?
If you have any questions about proving marketing attribution or Pardot reporting, connect with me on LinkedIn or drop me a message about Pardot here.
Need a hand getting the most out of your Pardot or Salesforce account?
MarCloud is a team of certified Pardot and Salesforce specialists. We help businesses to unlock the potential of marketing automation.
Tom Ryan
Tom is a Salesforce Certified Pardot Consultant & Marketing Cloud Consultant and has a passion for how systems work. He's written blogs and other content for Pardot.com, regularly hosts webinars with Pardot and loves being involved with the wider Pardot community.
How many email clients does Pardot have?
The email client list includes more than 120 email clients; any client not in the list is marked as “Other” in the report. Although client list can change in the future, Pardot’s code updates automatically to reflect the most up-to-date information and email client list.
What is click through rate?
The Click-Through Rate report displays link performance visually. A rendering of your email is overlaid with the click-through rate next to each link. The call-out colors get warmer (blue is coolest, red is warmest) as the click-through rate gets higher relative to other links in the email. This makes determining link performance much easier than simply looking at a chart or table.
The Pardot Campaign Reporting Dream
Daisy sees your great post on LinkedIn and clicks to visit your website, which triggers the tracking code. Lead Source = LinkedIn.
Campaign Hierarchy
Chances are, you may not have a clear strategy in place yet for Pardot Campaigns.
Engagement History
Engagement history allows you to see your more granular metrics rolled up into an easy to understand dashboard. The metrics can include child campaigns which is why the Campaign hierarchy is so important!
Pardot Content Strategy
It’s all well and good having Pardot Campaigns set up but content is what drives marketing automation, so we need to know what we’re doing on the content strategy front too.
B2B Marketing Analytics For Tracking ROI
B2B Marketing Analytics pulls data from both Pardot and Salesforce, making it an extremely powerful tool in your reporting arsenal.
Where to start with multi-touch Campaign reporting
Well, that depends on your knowledge and understanding of Pardot right now. If you’re an intermediate or advanced user, you may feel comfortable jumping into each of the areas covered in this post and doing the set up yourself.
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. Pardot provides a set of built-in reports, which are the day-to-day reports for marketing teams. From emails to forms, these reports show the performance of marketing assets created i...
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. Salesforce reports and dashboardsallow you to be a bit more customized with your reports and can be the first step in helping to align the marketing and sales teams. Not only can …
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!