How To Enable & Use Salesforce Engagement History
Posted: Sun Dec 22, 2024 6:10 am
At MarCloud Consulting, we are seeing more and more clients aiming to bridge the gap between Sales and Marketing and we are loving it. This is why we encourage everyone to enable Salesforce Engagement History.
By setting up Engagement History Dashboards, we are able to show campaign performance over time, see how prospects have interacted with a Campaign – and the assets associated with that Campaign. Meaning, sales users who do not access Pardot can see how the Pardot emails, landing pages, and files associated with that Campaign have performed.
All of this massively enhances mobile phone number in cambodia reporting on those tangible business outcomes!
One of my favourite features of Engagement History is being able to drill down into important metrics. We can see straight from Salesforce just how prospects have interacted with our Campaign and which Pardot email generated the most engagement.
There are many more benefits though…
Pardot Training Banner
How To Enable & Use Salesforce Engagement History:
Benefits of using Salesforce Engagement History
Engagement History Metrics to enhance reporting
Engagement Metrics Lightning Component
Engagement History Dashboard
Related Lists
Fields
Steps to enable Engagement History
Benefits of using Salesforce Engagement History
Assuming you’ve set up Connected Campaigns (if not head to our blog here), Salesforce will now store all engagement of your Pardot assets on that particular Campaign’s page. This means, all the link clicks, email opens, form submissions, etc. on the Salesforce Campaign, visible to your Sales users.
We can use this to create more advanced Salesforce reports on engagement metrics and dashboards to represent just how well our marketing campaigns are performing - which in turn will allow us to improve campaign management.
Not only is this data visually pleasing, but by seeing these metrics populating on the campaign page, we can determine which marketing assets are most effective.
I hope this all sounds great so far! But I bet you’re wondering, how this will affect Salesforce storage limits?
Well, Salesforce says, Assets associated with connected campaigns are stored as records in Salesforce and apply to storage limits. Engagement activities on these assets remain in Pardot, and don’t count toward Salesforce storage limits.’
Bit confusing?
The key point to remember here is the asset lives in Pardot, so whilst the record will count towards our Salesforce storage limit, the engagement activities associated with that asset will not as they remain in Pardot and therefore only affect Pardot’s storage limit.
Engagement History Metrics to enhance reporting
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.
As it's completely customisable, you could have the Engagement History dashboard directly on the campaign layout in a separate tab and specific hierarchy fields on the Parent Campaign.
Here is how the features will look:
Engagement Metrics Lightning Component
This allows us to see a high-level overview of the metrics rolled up. On the example image below from Salesforce, you can see we have the option to toggle between including child Campaigns, which is why having a structured Campaign hierarchy is vital.
Engagement Metrics Lightning Component screenshot showing metrics
Image source: Salesforce
By setting up Engagement History Dashboards, we are able to show campaign performance over time, see how prospects have interacted with a Campaign – and the assets associated with that Campaign. Meaning, sales users who do not access Pardot can see how the Pardot emails, landing pages, and files associated with that Campaign have performed.
All of this massively enhances mobile phone number in cambodia reporting on those tangible business outcomes!
One of my favourite features of Engagement History is being able to drill down into important metrics. We can see straight from Salesforce just how prospects have interacted with our Campaign and which Pardot email generated the most engagement.
There are many more benefits though…
Pardot Training Banner
How To Enable & Use Salesforce Engagement History:
Benefits of using Salesforce Engagement History
Engagement History Metrics to enhance reporting
Engagement Metrics Lightning Component
Engagement History Dashboard
Related Lists
Fields
Steps to enable Engagement History
Benefits of using Salesforce Engagement History
Assuming you’ve set up Connected Campaigns (if not head to our blog here), Salesforce will now store all engagement of your Pardot assets on that particular Campaign’s page. This means, all the link clicks, email opens, form submissions, etc. on the Salesforce Campaign, visible to your Sales users.
We can use this to create more advanced Salesforce reports on engagement metrics and dashboards to represent just how well our marketing campaigns are performing - which in turn will allow us to improve campaign management.
Not only is this data visually pleasing, but by seeing these metrics populating on the campaign page, we can determine which marketing assets are most effective.
I hope this all sounds great so far! But I bet you’re wondering, how this will affect Salesforce storage limits?
Well, Salesforce says, Assets associated with connected campaigns are stored as records in Salesforce and apply to storage limits. Engagement activities on these assets remain in Pardot, and don’t count toward Salesforce storage limits.’
Bit confusing?
The key point to remember here is the asset lives in Pardot, so whilst the record will count towards our Salesforce storage limit, the engagement activities associated with that asset will not as they remain in Pardot and therefore only affect Pardot’s storage limit.
Engagement History Metrics to enhance reporting
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.
As it's completely customisable, you could have the Engagement History dashboard directly on the campaign layout in a separate tab and specific hierarchy fields on the Parent Campaign.
Here is how the features will look:
Engagement Metrics Lightning Component
This allows us to see a high-level overview of the metrics rolled up. On the example image below from Salesforce, you can see we have the option to toggle between including child Campaigns, which is why having a structured Campaign hierarchy is vital.
Engagement Metrics Lightning Component screenshot showing metrics
Image source: Salesforce