Pardot: Data Visualization for Sales Users, New Einstein Insights, and More Goodies
Engagement History features now include dashboards for campaign records and prospect activity related lists for marketing asset records. Use Einstein Behavior Scoring values to tailor automated processes and find new campaign insights about marketing forms and landing pages. Plus, you can find Quick Filters and Full view options on some Pardot Lightning app objects.
Monitor Prospect Engagement with Campaign Insights (Generally Available)
Not only is Pardot Einstein Campaign Insights now generally available, we made it better. In addition to prospect details and list email engagement, find insights for other marketing assets. Get a bigger picture view with new explanations that feature activity around marketing forms and landing pages.
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.
Use Behavior Scoring with Workflows and Process Builder
When a prospect shows all the right buying signals, you don’t have time to waste with administrative tasks, like assigning leads and posting to Chatter. Use Einstein Behavior Scoring as part of your rule criteria in Process Builder and Workflows to automate the day-to-day. With these tools, you get the best leads to your sales team faster.
View Engagement Activities in Related Lists
You know that people have been interacting with your marketing assets, but where did all that data go? Oh, here it is, on the asset record in Salesforce! Find a related list of prospect activities on your asset records, and click through to learn more. Admins can also add engagement history related lists to account, lead, contact, and person account records.
Use Quick Filters on Pardot Views
Pardot is jumping on the Quick Filters train! Find the Quick Filter menu on Pardot’s related lists throughout the Pardot Lightning app.
Ease into Lightning Experience
A new view that’s similar to Salesforce Classic is available for some Pardot Lightning app pages. Try the new Full view for marketing form, marketing link, and landing page asset records.
B2B Marketing Analytics Legacy App Is Retiring
The legacy B2B Marketing Analytics app is retiring with the Spring ’20 release (February 2020), and its dataflow and datasets will stop updating.