Loading
Salesforce now sends email only from verified domains. Read More
Market to Your Customers with Account Engagement
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Engagement Program Reporting

            You are here:

            1. Salesforce Help
            2. Docs
            3. Marketing Cloud Account Engagement

            Engagement Program Reporting

            To gauge how well your engagement program nurtures your prospects, review program metrics in the Report tab of a running or paused program. Tools are available in the toolbar, the canvas, and on individual cards.

            Required Editions

            Available in: All Account Engagement Editions
            An example report card for an email send includes a chart and metrics for sent, opens, click-throughs, opt-outs, and bounces.

            Each step of your program shows a tooltip with high-level metrics based on prospects who have completed the step. To access more detailed metrics, click the step to open its Report Card. The Report Card shows basic metrics including the number of prospects queued on the step (1). To see only a specific version of your engagement program, select one from the report view dropdown (2).

            To download your program report as a CSV, click Tools and then CSV Export. The export contains all versions of your program, including the total number of prospects started and completed, percentage completed, step type, step name, and asset name.

            On the canvas, you can set a date filter to show data for a specific time frame. When you filter by date, the tooltip and exports show only the activities that occurred during that time.

            Here are a few additional things to note about step metrics in Engagement Studio reports.

            • Metrics don’t include information for prospects who are currently waiting on that step.
            • When you filter by date, the tooltip and exports show only the activities that occurred during that time. For example, you set a date range of Tuesday through Friday to see how prospects engaged with an email you sent on Monday. The statistics show 0 email sends because emails were sent only on Monday, and the report shows the number of opens from Tuesday through Friday.
            • Like other email reports in Account Engagement, open and click-through rates are based on delivered emails.
             
            Loading
            Salesforce Help | Article