See your Pardot Campaign Performance Snapshot in Salesforce: add the Engagement Metrics Component!

Share this article...

The Engagement Metrics Component allows you to see Marketing Asset performance directly within Salesforce Campaigns. Now with Connected Campaigns, Salesforce Campaigns are the master over Pardot Campaigns – so getting your key Pardot stats on one interface is really nice! After introducing what this is, I will show you how you can add this super quickly to your Salesforce Campaigns view.

Think of the marketing campaigns you run. You may utilise multiple ‘assets’ in a campaign – ‘assets’, in this sense, are what you leverage when running a marketing campaign, including emails, landing pages, forms, files, custom redirects (tracked links). These are either created or hosted in Pardot and tied together when a campaign is built out using Pardot.

“Natterbox"

Previously, how these assets performed during a particular campaign were kept exclusively on the Pardot side. Now, we can bring these important metrics into Salesforce Campaigns, showcasing the high-level performance metrics.

Do you want to see call-out figures for:

  • Email Open Rate
  • Email Click-through Rate
  • Emails Delivered

…or:

  • Form Submissions
  • Form Views
  • Unique Marketing Link Clicks (Custom Redirects)?
  • In a clear grid display?

 

AND be able to display this in charts?

 

 

Without sounding cheesy… the wait is over! Welcome Engagement Metrics Component, a feature that was only in Beta in the Spring ’18 release.

So you want to get started?

**PREREQUISITE: you must have the Connected Campaigns feature enabled!

You do? Great, you can start following these steps to fetching your stats.

 

Step 1: Edit Lightning Record Page

The Lightning Experience (new Salesforce UI) gave us Lightning Record Pages. These are component-based page layouts, drag-and-drop with building blocks vs. field by field. You will find this especially cool if you are new to Lightning Experience!

We are going to edit the Lightning Record Page for Campaigns

  1. Go to any campaign
  2. Click on the cog in top right-hand corner
  3. Click edit page

 

Step 2: Drag & Drop Component

There’s a list on the left-hand sidebar called ‘Lightning Components’. Now grab ‘Engagement Metrics’ and drag and drop it on to the page, where ever the green overlay appears. Your choice.

 

Step 3: Add Metric Types

Now switch your attention to the right-hand sidebar.

See the message: ‘No metric types are selected’?

When you click to add metrics, you will see the pop-up like below. All you need to do is select the metric and move it from the left list to the right list using the arrows.

 

Step 4: Save & Activate

When you save, will prompt you to activate the Campaign Record Page too.

Here is where you can decide which users to apply this page to (if you want different components showing by app or profile).

Typically, you would ‘Assign as the Org Default’, which means all users would see this cool new campaign layout.

 

 

Summary 

In this post, I’ve shown you how simple it is to (quite literally) drag & drop your key Pardot stats on Marketing Performance into your Salesforce Campaign view – the new master view for marketers.

Before we get ahead of ourselves, let’s take a step back and check our campaigns are set up properly. In my experience, I’ve seen Pardot Campaigns not respected as much as they deserve to be. Taking a look at what campaigns our marketing assets are actually associated to in Pardot will give us accurate metrics on the Salesforce side for all our campaigns. If need be, invest the time in reassociating Pardot emails, landing pages, forms, files, custom redirects (tracked links) to the correct Connected Campaign.

With such a great display of stats, it’s probably worth investing the time in – wouldn’t you agree?

Leave a Reply