Explore Marketing Report Data on Campaign Records

Give the gift of data exploration to your sales and marketing users. The Engagement History Dashboard surfaces valuable data visualizations that show trends and patterns of marketing asset engagement. Share dashboards with users who don’t need access to underlying datasets and configuration—they can filter and report on prospect engagement right from a campaign.

Where: This change applies to Lightning Experience in all Pardot editions with Salesforce Professional, Enterprise, and Unlimited editions.

Who: To use Engagement History features, your Salesforce org needs a Pardot license. Your Pardot edition determines the number of user licenses you have: Growth: 5, Plus: 10, and Advanced: 20. You also need a verified Salesforce-Pardot connector, Connected Campaigns turned on, and some campaigns already connected.

How: A Salesforce admin turns on Engagement History Dashboards, which creates two users if they don’t exist: Analytics Integration Cloud User and Analytics Cloud Security User. Then, the admin turns on Engagement History Dashboards and chooses the users who can view the dashboards. In the Lightning App Builder, drag the Engagement History Dashboard component to a tab on your campaign record.

Reporting tab on a campaign record shows chart with 5 overlapping lines