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            Set Up Marketing Performance

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            3. Marketing Cloud Engagement

            Set Up Marketing Performance

            Configure the Marketing Performance dashboards to give your marketing team deep insights into the performance of their campaigns.

            Required Editions

            Available in: Marketing Cloud Engagement Pro+, Corporate+, and Enterprise+ Editions
            User Permissions Needed
            To configure Marketing Cloud Next:

            A Salesforce account with the System Administrator profile and these permission sets:

            • Marketing Cloud Admin
            • Data Cloud Architect
            • Tableau Next Included App Business User

            Before you set up Marketing Performance, connect Marketing Cloud Next to Marketing Cloud Engagement.

            Select the Data to Import

            After you connect your accounts and enter your credentials, specify which data to import from Marketing Cloud Engagement into Marketing Cloud Next.

            1. In Setup, go to Data Cloud | Salesforce Integrations | Marketing | Marketing Cloud Engagement.
            2. Next to your connection to Marketing Cloud Engagement, on the actions menu, select Edit.
            3. Under Data Source Setup, next to Setup bundles to import into Data Cloud, click Manage.
            4. On the Setup Bundles window, select all the channels that you want to import data from, and then click Start.
            5. Next to Select the business units to import data from, select Manage.
            6. From the list of available business units, select the business units that you want to import data from. Click the right arrow button to add them to the list of selected business units.
            7. Save your changes.

            Install Data Kits

            Data kits are prepackaged collections of Data 360 objects, such as data model objects (DMOs), calculated insights, and identity resolution rules. Data kits are a reusable way to format external data—in this case, data from Marketing Cloud Engagement—to work with Data 360. To use the reporting tools in Marketing Cloud Next for Engagement, you must first install the Engagement data kits.

            1. In Setup, go to Marketing Cloud | Assisted Setup | Basic Settings.
            2. In the Install the Marketing Data Kits section, click Install.
              The installation takes about 30 minutes to complete.

            Install Marketing Performance

            Marketing Performance is a suite of reports that gives you real-time insights into your sending and engagement metrics. You can filter the reports to deep-dive by date, channel, business unit, and other metrics.

            1. On the App Launcher, search for data, and then select Data Cloud.
            2. On the Data Streams tab, click New.
            3. Under Connected Sources, select Marketing Cloud.
            4. Click Next.
            5. Configure the Email Studio data bundle.
              1. For Connection, select the Email item.
              2. Click Next.
              3. Click Next.
              4. Click Next.
              5. Click Deploy.
            6. Repeat this process to create bundles for the other channels that you use, such as SMS or WhatsApp.
            7. In Setup, go to Marketing Cloud | Marketing Features | Marketing Performance.
            8. In the Install Marketing Performance section, click Install.
              The Marketing Performance app begins to install. This process takes around 5 minutes to complete.
             
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