Overview
Marketing teams need to know how their campaigns are performing and where to make improvements when activating new channels. These new sets of reports will help campaign marketers know how well their email campaigns are performing and how to course-correct if needed.
Note: It is strongly recommended to have Identity Resolution and import connectors for all 1st and 3rd party data including VI data, Marketing Automation, and CRM setup to get the most out of the Campaign Insights Dashboard.
Performance View
This view highlights campaign insights from email channels. You'll be able to understand your performance-based metrics at a glance in this report.
To view your Campaign Insights in D&B Lattice:
- Click on the "Reporting" icon in the Lattice interface.
- The Campaign Insights Dashboard will appear first and should look similar to the following image.
Understanding the metrics within the report
The following metrics are available within our campaign performance reporting for email channels. Some metrics are specific to email and can be created by bringing in your email marketing data only. Additional metrics can be generated by bringing in opportunity data from Salesforce CRM.
You must meet the requirements before you will be able to see metrics for your campaigns. There are different requirements based on whether you are running ads on Google, LinkedIn, Facebook or a DSP.
If you are bringing in data from only your ad platform, the following metrics will be available.
Name | Definition | Sample Values |
Campaign Name | The name of the ad campaign in the CDP. | eg, Case Study for Healthcare in 2022 |
Status | The status of the ad campaign in the CDP. | eg $23,554 |
Campaign Group |
The name of the campaign group in the CDP. |
eg, Health Vertical 2022 Campaign Push |
Email Delivery | The number of accounts with successful email delivery in a campaign. |
eg, 234 |
Email Bounces | The number of accounts with email bounces in a campaign. | eg, 23,212 |
Email Opens | The number of accounts with email opens in a campaign. | eg, 1,345 |
Email Clicks | The number of accounts with email clicks in a campaign. | eg, 12 |
Email CTR | The percentage of emails clicked over emails delivered in a campaign. | eg, 30% |
# of Form Fills | The number of accounts that undertook a form fill action in a campaign | eg, 980 |
If you are bringing in data from both your ad platform and Salesforce CRM, the following metrics will be available.
Name | Definition | Sample Values |
Total # of opportunities |
The total number of opportunities that are attributed to the campaign. | eg, Case Study for Healthcare in 2022 |
Expected Revenue |
The expected revenue of all opportunities attributed to the campaign. | eg $23,554 |
Closed Won $ |
The total amount of closed won opportunities attributed to the campaign. |
eg, Health Vertical 2022 Campaign Push |
Total # of closed won opportunities |
The total number of closed won opportunities attributed to the campaign. |
eg, 234 |
Total # of closed lost opportunities |
The total number of closed lost opportunities attributed to the campaign. | eg, 23,212 |
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