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A
Anonymous
October 23, 2014
Solved

Getting Email Metrics Into Salesforce

  • October 23, 2014
  • 6 replies
  • 3330 views

What is the best way to get basic Email KPIs (email opens, clicks, etc) into Salesforce?
Thanks!
Steve

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Best answer by Michelle_Tizian
Would it work if your Marketo program/campaign is synced to an SFDC campaign and have your status campaigns as opens, clicks and filled out form.  That's how my boss tracks those activities on the salesforce side.  

6 replies

A
Anonymous
October 24, 2014
Thanks Michelle! That is exactly how we are doing it.

Steve
Michelle_Tizian
Michelle_TizianAccepted solution
New Participant
October 23, 2014
Would it work if your Marketo program/campaign is synced to an SFDC campaign and have your status campaigns as opens, clicks and filled out form.  That's how my boss tracks those activities on the salesforce side.  
Yaron_Meiner
Yaron_Meiner
New Participant
February 24, 2021

what about anonymous information? views, clicks etc.

A
Anonymous
October 23, 2014

Thanks Jessica,

I do know about the weekly email reports. But specifcially, I have been tasked to build dashboards in Salesforce based on email metrics in Marketo.

This does not appear to be possible out of the box.

I'm wondering if anyone has any suggested work-arounds to get this done (even it if it has to be done manually by uploading reports). Are there any work-arounds or Launch Point partners that help with this?
 

Steve

A
Anonymous
October 23, 2014
You can set up a weekly report on email metrics to arrive in his email inbox through Marketo.
A
Anonymous
October 23, 2014

Thanks for the response Josh.

Essentially, my boss is looking to see a dashboard that shows email marketing metrics directly in Salesforce. This would include open rates per email/per program, click rates per email/per program, etc.

Marketo does not enable this?

If we can't do it directly through Marketo, do I have any other options to help get this done?

Thanks for your help -- I appreciate it!

Steve
 

Josh_Hill13
Josh_Hill13
New Participant
October 23, 2014

You cannot do this with Marketo to run reports. 

You can have Marketo send Interesting Moments or Activities/Tasks to SFDC. Marketo Sales Insight also posts email data on the lead record. Again, not useful for reporting.
 

What precisely do you want to do with the data?

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