Mastering Campaign Influence Reports & Dashboards Workshop
Join Us For MarDreamin’
Our Workshops Are On The Road
Get ready for two exciting days of sessions and an immersive workshop day, focused on all things marketing on the Salesforce platform!
Next Class:
Contact Us For Details
Overview
LOCATION
DURATION
COST
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
- 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
- Contact [email protected] if you are interested in this workshop.
Stay Informed! Get Notified When Registration Opens
Excited to join us? We’re thrilled to have you! Simply fill out this form, and we’ll notify you as soon as registration opens. Don't miss your chance to secure a spot in the course.
Have questions first? Ping us at [email protected].
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”
Q&A Time: Getting started with workshop training
How much does this workshop cost?
Seats for this workshop start at $450 USD per seat unless otherwise stated on this page due to a special promotion.
What is the duration of this workshop?
Depending on student participation, this workshop normally runs for 3 hours.
Is there a prerequisite for taking this workshop?
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.
Do you offer support outside of this workshop?
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.
Who can I contact if I have more questions about this workshop?
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!
