Mastering Campaign Influence Reports & Dashboards Workshop

Next Class:

Monday, July 22, 2024

Overview

LOCATION

INSTRUCTOR-LED, ONLINE

DURATION

12PM – 3PM ET (3 HOURS)

COST

$450 USD

Mastering Campaign Influence Reports & Dashboards to Show ROI

Every marketing team needs to report on campaign impact and show ROI to communicate performance to stakeholders, but the path to get there can seem overwhelming and unclear. 

Campaign Influence reporting lets teams attribute revenue to their campaigns by tracking if engaged people enter a deal cycle and become closed won. Revenue attribution depends on your chosen Attribution Model: First, Even, Last, or custom.

You’re probably wondering about setup, best practice campaign hierarchy, structure, the impact on final numbers with different attribution models, and expert recommendations. 

This workshop will answer all these questions and clarify your understanding of campaign influence, setup, and the best attribution model for your organization.

What You’ll Learn:

  • The relationship of Salesforce and Account Engagement (Pardot) connected campaigns
  • How Opportunity revenue is attributed back to your campaigns with Campaign Members and Contact Roles
  • Best practices for setting up a campaign hierarchy and structure that delivers accurate reporting
  • The difference among First, Last, and Even touch models and how it impacts your reporting on attributed revenue
  • The process for enabling Campaign Influence in your org and a look at the reports and dashboards the experts recommend starting with to show ROI

This Campaign ROI & Reporting course is intended for: Account Engagement and Salesforce end users, marketing & operations executives, and Salesforce admins.

Have questions first? Ping us at [email protected]

Course Info

Mastering Campaign Influence Reports & Dashboards
  • Overview of the Campaign object
  • Campaign best practices
  • Understanding and setting up Campaign Influence
  • The function and value of Contact Roles
  • Configuring and reporting with different attribution models
  • Seeing it all in action with the Campaign Influence Starter Kit
  • A working camera and mic to participate through Zoom video chat
  • Willingness to learn and participate
  • 3-hour time commitment
  • Monday, July 22

All Workshops are from 12 – 3 pm ET, unless otherwise noted.

Sounds great! I’m in!

We can’t wait to see you there. All you need to do now is make sure you meet the course requirements and fill out this form.

Have questions first? Ping us at [email protected].

Come master Salesforce Campaign reporting and unlock the true ROI from your campaigns”

Michelle Cornely
Salesforce Consultant and Instructor
FREQUENTLY ASKED QUESTIONS

Q&A Time: Getting started with workshop training

You’re probably wondering these things about Salesforce training. So here you go.

Seats for this workshop start at $450 USD per seat unless otherwise stated on this page due to a special promotion.

Depending on student participation, this workshop normally runs for 3 hours.

All prerequisites for this workshop are listed in the prerequisite section of this page. It is expected that students will have their account to run training in.

You can connect with your instructor regarding questions you may have during the workshop. If you or your team have further needs, please contact us for other support options.

If you have any additional questions, please contact the Sercante training team at [email protected] or via our contact us form. We’ll be happy to help!