Pardot Campaign Reporting & Multi-Touch Attribution.
Posted: Mon Dec 23, 2024 10:41 am
Connected Campaigns has aligned Salesforce and Pardot Campaigns, meaning we can track and report metrics and ROI in one place, visible to both marketing and sales users for a unified experience.
So, our first step is to create a Campaign for our event and define all the separate Campaign Member Statuses. This will allow us to track the stages that campaign members will go through.
Screenshot of how to update member status
Note: To drill down into more detailed reporting, we suggest customising the Campaign Status: this can highlight the way the recipient responded to our event e.g. via Trade Booth sign-up, Email Link, Custom Redirect, Form etc.
Following this, we need a way to automate the change of campaign member status based on recipient’s event responses. One way is to create an Engagement Studio.
It is key to note that we should be utilising Campaign Hierarchies for Pardot best practice. This will allow us to view overall event metrics as well as drill down into specific campaigns. Moreover, we can pinpoint the most effective approaches for future email sends. You can learn more about this in our blog:
2. Automate the journey
Engagement Studios are an incredibly useful feature designed egypt area code number to nurture prospects through their buyer journey and therefore, a powerful tool used in conjunction with event tracking and reporting.
By utilising Engagement Studios, we can automatically update the campaign member status of recipients, setting the criteria to check if a specific link has been clicked and a form has been completed, to then change the campaign member status of that individual.
By doing this, we can look at assigning different actions to those who have signed up vs. those who haven’t, perhaps offering a customised follow up email for a more tailored approach.
Screenshot of using Engagement Studios to assign different actions
For more tips and tricks on How to Plan a Pardot Nurture Campaign Using Engagement Studio, click here.
Alternatively, we can look at setting up Automation Rules based on recipient actions. Similar to the action response in the Engagement Studio, we can set criteria to monitor actions taken by recipients e.g. link clicks, and respond by changing campaign status and adding to a separate list for a different follow-up email.
Screenshot of how to set automation rules based on recipient actions
So, our first step is to create a Campaign for our event and define all the separate Campaign Member Statuses. This will allow us to track the stages that campaign members will go through.
Screenshot of how to update member status
Note: To drill down into more detailed reporting, we suggest customising the Campaign Status: this can highlight the way the recipient responded to our event e.g. via Trade Booth sign-up, Email Link, Custom Redirect, Form etc.
Following this, we need a way to automate the change of campaign member status based on recipient’s event responses. One way is to create an Engagement Studio.
It is key to note that we should be utilising Campaign Hierarchies for Pardot best practice. This will allow us to view overall event metrics as well as drill down into specific campaigns. Moreover, we can pinpoint the most effective approaches for future email sends. You can learn more about this in our blog:
2. Automate the journey
Engagement Studios are an incredibly useful feature designed egypt area code number to nurture prospects through their buyer journey and therefore, a powerful tool used in conjunction with event tracking and reporting.
By utilising Engagement Studios, we can automatically update the campaign member status of recipients, setting the criteria to check if a specific link has been clicked and a form has been completed, to then change the campaign member status of that individual.
By doing this, we can look at assigning different actions to those who have signed up vs. those who haven’t, perhaps offering a customised follow up email for a more tailored approach.
Screenshot of using Engagement Studios to assign different actions
For more tips and tricks on How to Plan a Pardot Nurture Campaign Using Engagement Studio, click here.
Alternatively, we can look at setting up Automation Rules based on recipient actions. Similar to the action response in the Engagement Studio, we can set criteria to monitor actions taken by recipients e.g. link clicks, and respond by changing campaign status and adding to a separate list for a different follow-up email.
Screenshot of how to set automation rules based on recipient actions