Mastering Campaign Influence Reports & Dashboards Workshop

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]