Introducing Pardot Campaign Influence Attribution Models and Engage For Outlook

We’re excited to announce two exciting new releases as we come up to Dreamforce 2017: Pardot Influence Attribution models and Salesforce Engage for Outlook.

Pardot’s Influence Attribution Models allow you to leverage out-of-the-box attribution models to track the impact of your marketing campaigns, and easily understand which campaigns are building more pipeline or closing more deals.

You can start to understand marketing effectiveness across all initiatives with the campaigns you have stored in Salesforce. This new release brings multi-touch models to Salesforce Dashboards, making this data easily accessible within your CRM. Attributing influence to one touchpoint isn’t always accurate, so enabling multiple attribution models makes it easier to track and measure campaign influence with greater accuracy. First Touch, Last Touch, and Even Distribution models are supported directly from the Opportunity records in Salesforce.

Campaign Attribution Models will be available from November 14, 2017.

Finally, Engage for Outlook is an integration with Lightning for Outlook that allows users to enable tracking for increased visibility into which prospects engage with emails sent from their inbox. This engagement data is pushed into Engage Alerts, Engage Reports, and Engage Team Reports so reps can reach out the moment a prospect shows interest. Users can also view a contact’s lead score and engagement history from their inbox, so they can send more relevant emails. You can use all of this alongside Salesforce functionality like creating tasks, inserting Salesforce templates, and viewing matching records (leads, contacts, accounts, opportunities, custom objects) from Salesforce for the contacts you’re emailing.

Screenshot: Engage for Outlook. Email compose screen with a Salesforce engagement activity feed.

We support the same versions as Lightning for Outlook. Lightning for Outlook runs in Outlook 2013/2016 on Windows, Outlook for Mac 2016 on Mac, and Outlook Web App within any desktop browser, when connected to an Exchange server 2013/2016 On-Premises or Exchange Online server from Office365.

Engage for Outlook and Lightning for Outlook are supported for users on Classic as well, however, in order to take advantage of some features like seeing Engagement History in Outlook, Lightning needs to be enabled on the org level, not user level.

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