And now… what?
Now it's time to learn and take full advantage of the work we have previously done and, without much work, extract a wealth of information that will provide us with great business intelligence for marketing and sales.
Modules that can be added to our templates taiwan telegram to view data of great interest:
Engagement Metrics Module (Campaign Template)
With this module you can see the main KPIs of your campaign and, very interestingly, if you use the campaign hierarchy, you will see a button that says “ Include child campaigns”.
If you check this , SF will add all the results from the child campaigns of that parent Campaign into the data displayed.
In this case, we have also added a graph from a report to make the result more visual :
Engagement Metrics Module
The fields you can add to this module are the following:
Fields you can add to the engagement metrics module
Engagement history dashboard (Lead, Contact, Campaign, Opportunity, Account)
This element is quite spectacular, with a simple Drag & Drop from an administrator to your template and you will be able to see endless information .
You can filter by asset type, activity or date. And this element can be added at the level of:
Contact
Lead
Account
Opportunity
Campaign
It shows you the campaigns that a lead/contact has been involved in, for example, content that they have interacted with, and a list of each action.
A wealth of valuable information for the sales team , both to successfully complete the opportunity and to analyse the effectiveness of the actions being carried out.