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 to that campaign.
You can show it on Campaign pages, Accounts – and Opportunities (coming Summer ’20). Your Pardot campaign efforts deserve to be seen across the organisation, so bringing Pardot data into the Salesforce campaign view is a big win.
If this new feature has skipped your attention, you’re missing out on an enhanced view of the Engagement Metrics Lightning Component – it’s a 15-minute (ish) job that adds value. In this rapid-fire post, I will show you how.
First, let’s check:
- You’re using the Salesforce Lightning Interface? Just like the majority of new features, this is a Lightning-only feature.
- Your Pardot Edition is ‘Growth’, ‘Plus’, or ‘Advanced’. What’s the difference?
Step 1: Enable Embedded Engagement History Dashboards
Go to Salesforce Setup, and search for ‘Engagement History’. It will appear under the ‘Pardot’ section.
Beside “Enable Embedded Engagement History Dashboards” (bullet point 3), flick the switch to ON.
Ps. It can take up to 24 hours to see any data in the dashboard.
Step 2: Add the Component to Campaign Pages
The Engagement History Dashboard is embedded on Salesforce Campaign pages as a Lightning component. Lightning components are added and arranged on Lightning Record Pages (different from Page Layouts!).
Select any Campaign, and by accessing the cog icon, click ‘Edit Page’.
I have seen how page layouts can both help and hinder user productivity. Page clutter becomes a bottleneck, whereas tabs with a single function keeps features organised; so, I advise adding a custom tab for the dashboard. By clicking on the main area on the page, a sidebar will appear, where you will have the option to ‘Add Tab’. Choose ‘custom’, and add ‘Reporting’:
From the left-hand sidebar, drag the ‘Engagement History Dashboard’ on to the Reporting tab you just created:
Finally, save the page.
Step 3: Assign the Permissions
Assign the Analytics View Only Embedded App permission set license to each user who needs to see the dashboard. If your account doesn’t already have the system users Analytics Cloud Integration User and Analytics Cloud Security User, they are added to your account when you enable the feature.
Support say that this can take up to 24 hours.
Step 4: Marvel at your Handiwork
Your dashboard will populate…which you remember, it can take up to 24 hours for Pardot to crunch your data. Then, take a tour of your campaign data!
Use the filters to paint a different picture of your campaign. The filters available are:
- Activity date (relative dates, eg. Last 30 days, Next Fiscal Quarter)
- Asset Type
- Activity Type
What’s cool, is that not only can you choose which values include show on the chart, you can also exclude values – ideal for filtering out those ‘vanity metrics’, such as email opens.
Below the chart, you will see all prospects and their level of interaction with which marketing asset – for example, a click on a list email:
Engagement History Dashboards on Accounts
Engagement History Dashboards on Opportunities
Coming to all orgs in the Summer ’20 release!
Add the Engagement History Dashboard to Opportunities to see:
- Prospect activity of related contacts*,
- Details about the associated campaigns,
- A list of recent activity of related contacts*.
*’Related contacts include both Opportunity Contact Roles or any contact related to the account.
This rapid-fire post has shown you how to enable and add the Engagement History Dashboard to your campaign pages. If this new feature has skipped your attention, you’re missing out on an enhanced view of your campaigns – it’s a 15-minute (ish) job that adds value, especially with Engagement History Dashboards on Accounts scheduled for the Winter ‘20 release. Skip ahead, don’t get left behind!