Report on Engagement History Data
Engagement History gives you access to prospect engagement data in Salesforce. To better understand this data, create a custom report that contains engagement metrics alongside campaign and opportunity data. We recommend five common custom report types for reporting on marketing assets.
Required Editions
Available in: Salesforce Professional, Enterprise, Performance, and Unlimited Editions with All Account Engagement Editions |
| User Permissions Needed | |
|---|---|
| To create reports: | Sales, Service, or CRM permission set AND Create and Customize Reports AND Report Builder |
Refer to the following lists to configure each custom report type, and use the steps to build the reports you want.
- From Salesforce Setup, enter Report in the Quick Find box, and then select Report Types.
- Click New Custom Report Type.
- In the Fields Available for Reports section, click Edit Layout.
- In the Field Layout Properties section, click Create New Section.
- Give the section a title, and then drag the fields as outlined by the asset types listed here.
| Campaigns Engagement |
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| Landing Pages Engagement | This report includes all landing pages. To include only classic landing pages, filter the report with the Source “Pardot.”
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| List Emails Engagement | This report includes all list emails. To include only emails sent from Account Engagement, filter the report with the From Address “Pardot Marketing Automation.”
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| Marketing Forms Engagement | This report includes data associated with any form and form handler. To show only forms or form handlers, add a filter on the Type field.
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| Marketing Links Engagement |
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