Engagement History Metrics to enhance reporting
Once Engagement History is enabled correctly, you will have a number of new features in the account. This includes being able to create a separate tab on your page layouts specifically for Engagement; which will also include the data to show engagement overtime.
As it's completely customisable, you could have the Engagement History dashboard directly on the campaign layout in a separate tab and specific hierarchy fields on the Parent Campaign.
Here is how the features will look:
Engagement Metrics Lightning Component
This allows us to see a high-level overview of the metrics rolled up. On the ecuador code number example image below from Salesforce, you can see we have the option to toggle between including child Campaigns, which is why having a structured Campaign hierarchy is vital.
Image source: Salesforce
Engagement History Dashboard
The Engagement History Dashboard features a graph and table to show campaign performance over time. It allows us to see valuable metrics on who the prospects were that interacted with the assets.
We can see exactly what the last asset was and where they opened the email or even clicked the link in the email. My favourite feature is that you can easily open the Salesforce record for the lead or contact directly from this table too!
As you can see from the Salesforce image below, this is so beneficial, and I’m sure you are thinking of some of your users who will LOVE this. However your edition determines the amount of