How to get a detailed performance metrics for a Pardot Engagement Studio Program?

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PARDOT ENGAGEMENT STUDIO REPORTING

As user-friendly as this tool is, the Performance Metrics and in particular, a shareable format of Performance metrics is not its strongest suit.

The only option that Pardot offers out of the box is (Engagement Studio Reporting) is very limited.

If you have a Pardot account and you would like to have an overall idea of where prospects are in the process, the Report functionality is perfectly fine. But when you need to share the Performance metrics with your Management team, or have a Dashboard that would sum up the statistics for each step of the Engagement Program.

The good news: there is a way to do it!

The not so good news: it’s a bit cumbersome / “creative” solution that requires a quite some time to implement for the first time (the second time around it will be much faster).

So here goes:

How to get a detailed performance metrics for a Pardot Engagement Studio Program?

(step by step guide)

 

Option 1: SALESFORCE CAMPAIGN

1. Create SF campaign (in Classic)

Salesforce Campaign - Pardot - How to get a detailed performance metrics for a Pardot Engagement Studio Program? - Getawayposts.com

2. List the Steps/Checkpoints that you will need the stats for. Ex. 1st email Open, 1st Email Clicked, Registered for Webinar etc.

3. Use this list to set a Custom Campaign Member status in Salesforce (Click Advanced Setup – Edit) (NOTE: it only works this way in Classic for now – to help it get there you can upvote the idea)

Salesforce Campaign 1 - Pardot - How to get a detailed performance metrics for a Pardot Engagement Studio Program? - Getawayposts.com

4. Add the “Checkpoints” in the Engagement studio by using Action -> Add to Salesforce Campaign – with Status (choose the appropriate value from the list)

Add to Salesforce Campaign - Pardot - How to get a detailed performance metrics for a Pardot Engagement Studio Program? - Getawayposts.com
5. Build the Standard Salesforce Report for the given Campaign and group Campaign Members by Status.

 

NOTE: This solution will overwrite the Member status value each time, so you will only see the Latest step the Prospect is at. If you need a cumulative stats you might need to add a process builder to the Mix, so that it would copy an old status to a custom text field every time a Campaign member status gets updated.

 

Option2: PARDOT TAGS

The other way to go about it would be using Pardot Tags and similar Logic of the Checkpoints

1. List the Steps/Checkpoints that you will need the stats for. Ex. 1st email Open, 1st Email Clicked, Registered for Webinar etc.
2. Use this list to set a Tags in Pardot

Create Pardot Tags - Pardot - How to get a detailed performance metrics for a Pardot Engagement Studio Program? - Getawayposts.com
3. Add the “Checkpoints” in the Engagement studio by using Action -> Add Tag

Apply Tag - Pardot - How to get a detailed performance metrics for a Pardot Engagement Studio Program? - Getawayposts.com
4. Go to Prospects -> Prospect List, Filter by Tags (including all the relevant tags) -> Export CSV and build Excel Chart. Tip: use the naming conventions by Engagement Program Title – Step so that you can use search when choosing tags
The down point of this path is obviously the Tags Overload: with Every Next engagement program you create N new tags

Pardot Tags Prospect List - Pardot - How to get a detailed performance metrics for a Pardot Engagement Studio Program? - Getawayposts.com

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