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Report the Contacts who click email links for Marketing Cloud Connect

Julkaisupäivä: Oct 2, 2024
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You can run a report within Salesforce that shows all contacts who have clicked on a particular link with the email sent and also show their Contact ID field. Use this information to add these contacts to another campaign, so that you can send a follow-up email.

Here's how to create the report in your Salesforce organization:

Ratkaisu

Salesforce Classic Steps


1. Click the Reports Tab.
2. Click New Report.
3. Under 'Select Report Type,' expand the 'Other Reports' Folder.

Note: Here you can select either Individual Email Results with Contact or Individual Email Results with Lead.

5. Click Create. You can now add the fields you want to show in your report from the Fields pane on the left-hand side of the page.
6. In the 'Filters' pane, you can filter by Add a filter, Show, and by the Date field.
7. Click Save.
8. Enter a Report Name.

Note: The Report Unique Name auto-populates

9. Select Individual Email Results from the dropdown list.
10. Enter a Report Description (optional).
11. Select the Report Folder where you want to store the report.
12. Click Save.


You can now choose this report type to create a new report.

 

Salesforce Lightning Steps


1. Click Setup at the top right.
2. Under App Setup, click Create | Report Types.
3. Click New Custom Report Type.
4. For the 'Primary Object,' select Contact.
5. Enter a name for your report in the 'Report Type Label' field.
6. In the 'Description' field, either copy the Report Type Label or enter an appropriate description.
7. Select the Report Category to add the type in.

Note: This can be whichever category you want. The Marketing Cloud report types are in 'Other Reports' if you want to keep these together.

8. Choose Deployed under 'Deployment Status' to make the Report Type available.
9. Click Next.
10. Select (Click to relate another object).
11. Select Individual Email Results from the dropdown list.
12. Choose the second option for 'A' records that may or may not have related 'B' records.
13. Select (Click to relate another object).
14. Select Link Details.
15. Choose the second option for 'B' records that may or may not have related 'C' records".
16. Click Save.

You can now choose this report type to create a new report.
Knowledge-artikkelin numero

000386807

 
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Salesforce Help | Article