Where can I find engagement history in Salesforce?
Available in: Salesforce Professional, Enterprise, Performance, and UnlimitedEditions with All Pardot Editions The Engagement History related list includes an activity feed of recent prospect engagement.
How do I track Prospect engagement data in Salesforce?
•Sales, Service, or CRM permission set AND Create and Customize Reports AND Report Builder Engagement History gives you access to prospect engagement data in Salesforce. To better understand this data, create a custom report that contains engagement metrics alongside campaign and opportunity data.
What is engagement history metrics in Salesforce Lightning?
Engagement History Metrics Lightning Component: visually display marketing asset engagement (high-level) related to a campaign. Engagement History Custom Lightning Component: visually display prospect engagement (Pardot activities) on Salesforce leads/contacts/person accounts.
Which Salesforce premium editions can be used to use engagement history?
PremiumEditions with Salesforce Essentials, Professional, Enterprise, Performance, Unlimited, and DeveloperEditions USER PERMISSIONS To use Engagement History:
What is Salesforce engage LP?
Salesforce Engage lets marketing share its content with sales to boost your company's selling power. Sales reps can use marketing-approved email templates to contact prospects at the right moment and track the effectiveness of the messages in Salesforce.
How do you enable engagement history in pardot?
Navigate to Setup, enter Pardot in the Quick Find Box and select Engagement History. Once enabled, go back to Setup and this time search for 'Report Types' in your Quick Find Box. To create a new custom report, click on 'New Custom Report Type' and enter all details.
How do I create an engagement in Salesforce?
Assign an Engagement Plan to a RecordNavigate to the record where you'd like to create an Engagement Plan. ... Click New Engagement Plan on the Engagement Plan related list.The associated record (for our example, the Opportunity) should automatically be populated. ... Click Save.
How do I view pardot activity in Salesforce?
Show Pardot Data in SalesforceAdd a section to the layout.Name the section.Select 1-Column, and click OK.In the editor, scroll to the Visualforce Pages section.Drag Pardot Activities, Pardot List Membership, and Pardot Social Data to the new section.
What is engagement in Salesforce?
Engagement History gives you access to prospect engagement data in Salesforce. To better understand this data, create a custom report that contains engagement metrics alongside campaign and opportunity data. We recommend five common custom report types for reporting on Pardot assets.
What is B2BMA?
Summary. B2BMA Plus is an analytics platform for marketing data – but adds a predictive element into the mix. The Einstein Analytics pre-built templates and data models are well-suited for the enterprise B2B Marketer that wants to hit the ground running with predictive analytics.
How do you list an engagement program?
Create Engagement ProgramsOpen Engagement Studio. In Pardot, select Marketing and then Engagement Studio. ... Click + Add Engagement Program.Enter a name for internal use.Choose a folder.If needed, enter a description for internal use.Click Recipient Lists, and select a list. ... Save the program.
How do you present an engagement plan?
Developing a Public Engagement PlanDefine the Scope of Your Project. ... Know Your Limitations. ... Identify Key Stakeholders. ... Establish Specific Objectives. ... Choose Metrics and Targets. ... Create Your Timeline with Milestones. ... Choose Your Channels. ... Craft a Strong Promotional Strategy.More items...•
How do I write an engagement plan?
Developing your engagement strategyIdentify your policy influence objective. ... Develop a set of realistic, stakeholder-focused outcomes. ... Develop a theory of how to facilitate change. ... Develop your communications strategy. ... Identify resources and capacity to implement your activities. ... Write your engagement strategy.
How do you use AddThis in pardot?
Use the following steps for setting up the AddThis tool connection in Pardot.Log into Pardot.Navigate to Admin tab.Click Connectors.Click the Add Connector button.Click on AddThis icon.Specify the AddThis account Username to make sure to connection is created successfully.Now, the connection is verified.
What is engagement history dashboard?
The Engagement History Dashboard features a graph and table to show campaign performance over time. It allows us to see valuable metrics on who the prospects were that interacted with the assets.
What happens when you enable engagement history?
Once Engagement History is enabled correctly, you will have a number of new features in the account. This includes being able to create a separate tab on your page layouts specifically for Engagement; which will also include the data to show engagement overtime.
Can you build a custom report based on the Campaign object?
By adding the Engagement History metrics as fields on the Campaign layout, not only do you get a quick rundown on performance but you can build a custom report based on the Campaign object as it gives you access to all asset types.
What is engagement history dashboard?
Engagement History Dashboards are out-of-the-box dashboards that show campaign performance over time. This is how prospects have interacted with your campaign – your emails, landing pages, files associated with that campaign.
What is engagement metrics in Salesforce?
The Engagement Metrics Component allows you to see Marketing Asset performance directly within Salesforce Campaigns. You can choose which campaign KPIs you want to include, the end product will be a clear grid, which looks something like this:
What is Salesforce dashboard?
The dashboard is a Lightning component that can be dragged onto Salesforce page layouts, available for: 1 Campaigns 2 Accounts 3 Opportunities 4 Leads/contacts/person account
Is page layout good for Salesforce?
Page layouts are a fine balance to strike. You should take advantage of all Salesforce has to offer for user productivity , yet avoid adding too much to your page layouts that quickly turn into clutter (I’ve shared nuggets of advice on page layouts for marketing teams in the past).