Tableau CRM Analytics Studio: Intro to Prospect & Activity Dataset
Posted: Sun Dec 22, 2024 6:10 am
Intro to Prospect & Activity Dataset:
Enable Prospect and Activity data
Ways to use Prospect and Activity data
Enable Prospect and Activity data
Enabling the Prospect and Activity dataset is easy to do, using the step-by-step guide in Salesforce.
Head to Salesforce Setup, enter Pardot’ and list phone number in cambodia click B2B Marketing Analytics’.
From the B2B Marketing Analytics Set up Page select the optional dataset Enable Prospect Activity Dataset’ by using the toggle.
If you have already created a B2B Marketing Analytics App, reconfigure the app by following the steps, but make sure you check the “Include Prospect and Activity dataset” in step 2 of the reconfiguration window of your B2B MA App.
Once your App has successfully completed, you are ready to get started with the Prospect and Activity dataset. To help you get the most out of this, I’ve detailed below my favourite use cases.
Ways to use Prospect and Activity data
1. Create a Lens to use across multiple dashboards you’ve already created.
As the dataset combines demographic fields and activity fields, one lens I’d recommend creating to use across dashboards combines data we’d most commonly see in the pre-built Engagement’ Dashboard or going through individual Pardot reports. The lens is based on the data from the field Activity’.
Engagement dashboard screenshot
Sharing this lens across dashboards will allow you to see which activity has the most successful engagement rate. Is it form submissions? Is it form handlers? Is it landing pages, or is it your list email sends?
2. Create a custom dashboard specifically on Prospect and Activity.
Instead of using Pardot reports for unique form submission rate for the latest campaign, then manually having to view the prospect location of these submissions, one-by-one, we can create a dashboard.
Firstly, I’d recommend creating the following filters to your custom dashboard:
Activity Campaign
Country or City or Region (depending on your data)
Date
Then create queries or lenses based on each individual asset. Using the following Prospect and Activity dataset fields:
Asset Activity
Whilst we have Asset Type’ and Activity’ fields, this one combines them both for ease. So we can see whether the activity performed was one of the following:
Form view or success
List email open or click
File view or success
Custom URL click
Landing page view or successful submission
Form handler view or success
Automated email open or click
Website visit
Priority page view
Asset name
Screenshot of prospect and activity datasets
This will display the name of the asset a prospect engaged with, whether it be a form, list email, file, custom URL, priority page etc.
Another reason why a naming convention across your organisation is key!
We can show the total number of engagements per action, by adding them as additional bars.
Once you’ve formatted the query and added it to the dashboard you can use the filters to see how demographic data correlates with assets.
Enable Prospect and Activity data
Ways to use Prospect and Activity data
Enable Prospect and Activity data
Enabling the Prospect and Activity dataset is easy to do, using the step-by-step guide in Salesforce.
Head to Salesforce Setup, enter Pardot’ and list phone number in cambodia click B2B Marketing Analytics’.
From the B2B Marketing Analytics Set up Page select the optional dataset Enable Prospect Activity Dataset’ by using the toggle.
If you have already created a B2B Marketing Analytics App, reconfigure the app by following the steps, but make sure you check the “Include Prospect and Activity dataset” in step 2 of the reconfiguration window of your B2B MA App.
Once your App has successfully completed, you are ready to get started with the Prospect and Activity dataset. To help you get the most out of this, I’ve detailed below my favourite use cases.
Ways to use Prospect and Activity data
1. Create a Lens to use across multiple dashboards you’ve already created.
As the dataset combines demographic fields and activity fields, one lens I’d recommend creating to use across dashboards combines data we’d most commonly see in the pre-built Engagement’ Dashboard or going through individual Pardot reports. The lens is based on the data from the field Activity’.
Engagement dashboard screenshot
Sharing this lens across dashboards will allow you to see which activity has the most successful engagement rate. Is it form submissions? Is it form handlers? Is it landing pages, or is it your list email sends?
2. Create a custom dashboard specifically on Prospect and Activity.
Instead of using Pardot reports for unique form submission rate for the latest campaign, then manually having to view the prospect location of these submissions, one-by-one, we can create a dashboard.
Firstly, I’d recommend creating the following filters to your custom dashboard:
Activity Campaign
Country or City or Region (depending on your data)
Date
Then create queries or lenses based on each individual asset. Using the following Prospect and Activity dataset fields:
Asset Activity
Whilst we have Asset Type’ and Activity’ fields, this one combines them both for ease. So we can see whether the activity performed was one of the following:
Form view or success
List email open or click
File view or success
Custom URL click
Landing page view or successful submission
Form handler view or success
Automated email open or click
Website visit
Priority page view
Asset name
Screenshot of prospect and activity datasets
This will display the name of the asset a prospect engaged with, whether it be a form, list email, file, custom URL, priority page etc.
Another reason why a naming convention across your organisation is key!
We can show the total number of engagements per action, by adding them as additional bars.
Once you’ve formatted the query and added it to the dashboard you can use the filters to see how demographic data correlates with assets.