Engagement History Dashboards: Enhanced Pardot (Account Engagement) Campaign Reporting
Engagement History Dashboards are out-of-the-box dashboards that show campaign performance over time. This is how prospects have interacted with your Pardot (Account Engagement) campaign – your emails, landing pages, files, etc. associated with that campaign.
You can use Engagement History Dashboards on Campaigns, Accounts, Opportunities, Leads/Contacts/Person Accounts. It’s a ‘slice’ of B2B Marketing Analytics in your Salesforce org.
Part of the Engagement History collection of features, adding these dashboards to Salesforce page layouts are a ‘quick win’ to bring Pardot (Account Engagement) data into view – after all, our campaign efforts deserve to be seen across the organization.
First, let’s check:
- You’re using the Pardot (Account Engagement) Lightning app: 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? Each edition has a limited number of users who can view Engagement History Dashboards.
Step 1: Enable 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.
Note: 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!)
- Go to any Campaign. Click the cog icon, then Edit Page.
I have seen how page layout design can both help and hinder user productivity. Page clutter becomes a bottleneck, whereas tabs with a single function keeps features organised. I advise adding a custom tab to house 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 type ‘reporting’ (or any other label you want for the sub-tab):
From the left-hand sidebar, drag the ‘Engagement History Dashboard’ on to the Reporting tab you just created. Use the search box if you don’t see it in the list. Then, 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. View instructions here. If you do not manage users in your Salesforce org, it’s best to work with the Salesforce Admin, who will know how best to structure permissions among your users.
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 can take up to 24 hours for Pardot (Account Engagement) 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: Accounts and Opportunities
Repeat the steps in this tutorial to add Engagement History Dashboards to other objects, including Accounts, Opportunities, Leads/Contacts/Person Accounts.
Engagement History Dashboards on Accounts
Engagement History Dashboards on Opportunities
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.
Do you need to have the Pardot lightning app enabled for this?
I believe so!
I’m not able to see the switch (bullet point 3). Any idea why? thanks
Do you have connected campaigns enabled?
Hi there! thanks for the info, is it possible to activate on LEADS too?
Thanks 🙂 nope, sadly not at the moment (only Campaigns and Accounts). You can build Engagement History reports for leads, and then add these reports to a Salesforce dashboard.
DO you need to create the reports in step 2 first before you add the engagement history dashboard? I added the dashboards and get the error Campaign_Detail_tp_sfdcinternal
Hi Paolo, did you manage to get this sorted? I would recommend raising a case with Pardot support – sounds strange and I have not seen this error before!
I am having the same issue as Paolo – I have filed a ticket and am awaiting a response from Support – @paolo – did you get this resolved? thx!
I have the same message, too. Have you got any response from Support team？
Jonathan Andres Romero Florez
Hey Chris and Maki did you get the responde for this error?? I have the same message.
You’ll want to check on the status of your Engagement History app. Refer to the article here: https://help.salesforce.com/apex/HTViewSolution?urlname=Engagement-History-dashboard-errors&language=en_US
If you have questions about particular errors you see in the logs under Auto-installed apps > the Engagement History app, feel free to create a support ticket to help decipher the root cause!
Hello, just to clarify, we do not need licenses to view these dashboards right?
Yes and no – no there’s no additional license cost, but yes you need to assign the Analytics View Only Embedded App permissions set license
to users. The number of those you will have is determined by your Pardot edition.
Engagement History Dashboards require that you have a current edition of Pardot: Growth, Plus, Advanced or Premium. If you have Standard, Pro, or Ultimate these engagement history dashboards are not available which might be why some of you are having issues activating it.
I highly recommend considering to upgrade you accounts to get these. They add a lot of value to revenue teams and are a great way to be more account-centric in your marketing, sales and service teams.
Filter by contact is not showing up any data , but in analytics studio it showing all the contacts in “Filter by Contact” .
Is there something i am missing to sync?