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
Steps to enable Engagement History
If you’ve stuck with me this far, I hope you are now ready to set this up. Below I have detailed the steps to enable Engagement History.
1. Firstly check what version your org is. Engagement History is available in: Salesforce Professional, Enterprise, Performance, and Unlimited Editions with Pardot Growth, Plus, or Advanced Editions Edition. There ecuador code number are a few points to consider depending on your edition. For users with Growth Edition, Engagement History can sync up to 90 days or 10 million rows of data, whichever comes first. For Plus Edition and above, users can sync up to 35 million rows or 3 years of historical data. To do this, customers must have B2B Marketing Analytics and the Prospect and Activity dataset enabled.
2. Next, ensure users have the correct permission set in order to view Engagement History. Users need either CRM User, Sales User, or Service User permission set.
3. In Salesforce, go to
4. What’s great about Salesforce is they have an easy to follow step-by-step guide ready for you. Simply follow the steps on the setup page to turn on Engagement History. Click the arrow next to the first option (Show Engagement History on Campaign Records), then click Go to Page Layout Setup.
screenshot of engagement history on campaign records in Salesforce