How Einstein Campaign Insights Works
Einstein Campaign Insights uses Einstein machine learning to find data related to engagement activity, content, and audience characteristics to provide real-time insights about your running campaigns. Insights are updated up to every four hours, or when a new insight is detected.
Required Editions
| Available in: Account Engagement Advanced and Premium Editions with Salesforce Enterprise, Performance, and Unlimited Editions |
Campaign Insights analyzes engagement with your marketing assets, and finds themes among your prospects. Each insight includes a label and supporting rationales, which provide specific prospect engagement data relative to a baseline. The rationales can be engagement-specific, or a combination of how audience segments interact with specific assets or asset types.
Data Origin
Campaign Insights uses these data points to identify segments and trends.
- Job Title
- Industry
- Prospect Country
- Prospect State
- Engagement Data
- Emails: Open and Click
- Landing Pages: Views and Submissions
- Forms: Views and Submissions
When a prospect record doesn’t contain values in these fields, the insights model explores associated lead, contact, and account records for the missing information. The model returns insights only when it can detect at least one connected campaign.
Insight Locations
Campaign Insights are available Lightning home and campaign record home pages. Although the insights appear in the Sales Cloud, almost all data used in the model originates in Account Engagement.
In addition to seeing insights on individual records, you can create a custom report that helps you pinpoint new trends across your content and audiences. To see all the insights Einstein generates and to learn more about the efficacy of your campaigns, build a report from these available fields.
- Campaign ID
- Activity Type
- Sentiment
- Asset Field 1 (Email Subject)
- Marketing Asset ID (or Name)
- Campaign Insight ID
- Parent ID
- Email Address
- Title Phrase
- Country
- State
- Job Title
- Industry
Insight Types
The Campaign Insights model generates global and segment insights.
Global insights consider the performance of a specific campaign or asset among other records of the same type. For example, the Let’s Get Social Webinar signup form submissions outperformed your other forms. Segment insights tell you even more, by shining a light on which audiences tend to engage with certain campaigns or assets. For example, Business Coordinators in New Jersey submitted your sign-up form less than other segments.
In either case, the Campaign Insights model looks for anomalous behavior—either higher than usual or lower than usual—and provides that information in a human-readable format.
