Pardot Life Hacks

Marketing Campaign Reporting with Salesforce Lightning - Pardot Life Hacks - #31

Listen Later

Marketing campaign reporting is crucial to understanding which initiatives are performing and which ones are delivering ROI for the business.

Jennifer Lynn Schneider recently did a webinar for Cheshire Impact on how to use Salesforce Lightning Reports and Dashboards to showcase the effects of marketing campaigns. This episode features this recording to help listeners understand what it takes to create these reports and best practices for campaign hierarchy management.

 

Takeaways

  • When it comes to creating a campaign hierarchy, keep it simple. Start off with no more than 10 - 15 parent campaigns such as events and webinars.
  • For the best organization, have your Pardot folder structure mimic your Salesforce connected campaign hierarchy. Each parent campaign has a parent folder and then each child campaign has a child folder within their associated parent.
  • Enabling Engagement History and viewing it on a Campaign in Salesforce provides insights such as all of the leads and contacts a part of the campaign and the most engaged accounts.
  • The Pardot Lightning App lives in Salesforce, so working with your Salesforce Admin is critical. Discuss cross training opportunities with your team to see if there is a Pardot Admin that can operate in a hybrid role to work closely with the Salesforce Admin.
  • If you enable Engagement History and add it to the Account page layout, it provides insights as to how the account is engaging with your marketing campaigns, this a great feature especially for Account Based Marketing.
  • Take the time to set up parent campaign dashboards with Salesforce Lightning. It will help inform the marketing team, at a glance, as to the performance of each major marketing initiative.

    •  

    Useful Links

    • #06 Enabling Engagement History & Reporting - https://www.pardotlifehacks.com/e/enabling-engagement-history-reporting-pardot-life-hacks-06/

     

    Social

    • #MarketingChampions
  • #RevOps
  • #TrailblazerTalk
  • #SalesforceLightning
  • #Martech
  • #marketingoperations
  • #marketingadmins
  • #PardotLifeHackers

    •  

    Ways to Tune In

    • iTunes - https://podcasts.apple.com/us/podcast/pardot-life-hacks/id1476702195
  • Spotify - https://podcasters.spotify.com/podcast/3gTNQj4WnIPN0awdA8Qpan
  • Stitcher - https://www.stitcher.com/podcast/cheshire-impact/pardot-life-hacks?refid=stpr
  • iHeart Radio - https://www.iheart.com/podcast/269-pardot-life-hacks-48758528/
  • Google Play - https://playmusic.app.goo.gl/?ibi=com.google.PlayMusic&isi=691797987&ius=googleplaymusic&apn=com.google.android.music&link=https://play.google.com/music/m/Izjdvuefegnmrmlradp2l7rnqvm?t%3DPardot_Life_Hacks%26pcampaignid%3DMKT-na-all-co-pr-mu-pod-16
  • YouTube - https://youtu.be/pbGcyIq19ms
    • ...more
    View all episodesView all episodes
    Download on the App Store
    Pardot Life HacksBy pardotlifehacks