Engagement History Dashboard

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nishat957
Posts: 27
Joined: Sun Dec 22, 2024 4:06 am

Engagement History Dashboard

Post by nishat957 »

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.

We can see exactly what the last asset was and where they opened the email or even clicked the link in the email. My favourite feature is that you can easily open the Salesforce record for the lead or contact directly from this table too!

As you can see from the Salesforce image below, this mobile phone number in cambodia is so beneficial, and I’m sure you are thinking of some of your users who will LOVE this. However your edition determines the amount of user licences you have to assign. This means if you have Growth, you have 5 user licenses, for Plus editions you will have 10 and for Advanced, your edition includes 20.

Engagement History Dashboard screenshot

Image source: Salesforce


Image

Related Lists
Related Lists allow you to see the assets separated by type, this is why it's so important Pardot assets are associated with the correct Campaigns! For example, we can see total sends and opens for a list email and views and form submissions for a landing page or Pardot form.

The List emails’ Related List will include automated emails from Engagement Studio, completion actions, and automation rules. However, if you are using it to report on your specific Engagement Studio program, remember that the Engagement Studio Program Name field will not show as default on this related list, but you can add it in the page layout editor!

Screenshot showing Related Lists that allow you to see the assets separated by typeImage source: Salesforce

Depending on your team, some users might prefer one feature over the other. For example, Marketers may use the dashboard to see if list emails were more successful compared to form views, whilst Sales may use the Most Engaged Accounts report to see who engaged.

Whilst all features are equally beneficial to determine which assets were most effective, I do favour the fields on the Campaign record as we can use those metrics to build a custom report.

Fields
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.

screenshot of adding the Engagement History metrics as fields on the Campaign layoutImage source: Salesforce
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