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Monitoring, Reporting, and Optimization
Salesforce Marketing apps provide tools and features that help you monitor your deliverability and performance. Beyond best practices for tracking and optimizing your marketing efforts, you can learn more about specific features that are available in each marketing product.
The terms that are used to name or describe these options may vary, but reporting tools typically fall into these categories.
- On-record components: Metrics-based fields, related lists, and components that you can add to certain records. These optional components provide scores, statistics, interactions, and other discrete information about certain records. For example, an admin can add email interaction history to lead records or campaign attribution on related opportunity records.
- Reports: A table of filtered data that presents static information. All of our marketing products offer standard reports that customers can customize for their business needs. Typically, users can share or subscribe to reports for regular review with stakeholders.
- Dashboards: A more interactive and multifaceted version of reporting, which includes charts, graphs, and tables of data. These dashboards are typically supported by Salesforce Platform or CRM Analytics, and allow users to add, remove, move, and filter the widgets that appear on each dashboard. Some dashboards are embeddable on records.
Marketing Cloud Next
Marketing Cloud Next provides on-record and Analytics-based reports that help you understand messaging, content, and campaigns.
For a complete list of available reports and dashboards, see Reporting in Marketing Cloud Next
| Report or dashboard | description |
|---|---|
| On-record reporting | Record-based performance data for campaigns, engagement, people, including individual and account scoring. |
| Standard reports | A big-picture look at KPIs email, SMS, WhatsApp, forms, and landing pages. |
| Analytics dashboards | A big-picture look at messaging and content KPIs that you can filter and customize. |
Marketing Cloud Engagement
| Report or dashboard | Description |
|---|---|
| Analytics Builder | A builder that helps you customize the insights you need to understand the behaviors and interests of your contacts across channels. For a complete view of Email Studio reports and fields, see Email Studio Reports in Analytics Builder. |
| Automation Studio Data Views | A collection of data views that allow you to query for specific actions and values captured in the last 6 months. |
| Intelligence Reports | A detailed analysis of your email, push, and journey campaign-level data. |
| Einstein Analytics for Messaging | A predictive AI-based notification system, which alerts you when unexpected activities occur, such as a spike in unsubscribes. The related insights dashboard shows details about anomalous conditions for batch sends and journeys. |
Marketing Cloud Account Engagement
| report or dashboard | description |
|---|---|
| Account Engagement reports | Standard reports for content, campaigns, and integrations. |
| Engagement History Reports | A set of fields, related lists, and other Lightning components that show prospect engagement data on your most used records. |
| Analytics dashboards | Interactive and customizable dashboards that track engagement, pipeline, and other common KPIs, such as B2B Marketing Analytics and B2B Marketing Analytics Plus. |
- Ongoing Optimization
Establish a routine for key maintenance tasks. To ensure your messages reach and engage your audience, set up processes to maintain data hygiene, monitor feedback and performance, and run tests to refine your strategy. Separately, evaluate the advanced features in your Salesforce Marketing app.
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