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Monitoring Performance for Distributed Marketing Messages

There are a few ways to track how recipients engage with your Distributed Marketing and Alerts messages. To get engagement data across your individual and bulk sends, check the Distributed Sends Performance tab. To view engagement highlights on lead, contact, and person account record pages, check the Unified Engagement History dashboard.

Required Editions

View supported editions.

User Permissions Needed
To view the Unified Engagement History Dashboard:

Tableau Next Included App Business User permission set

AND

View Unified Engagement History Dashboards permission set
To view Distributed Sends Performance:

Tableau Next Included App Business User permission set

AND

Send Distributed Marketing Messages permission set

Distributed Sends Performance

Find the dashboard under the Distributed Sends Performance tab. If the tab isn't visible, find it from the App Launcher or add it to your navigation bar. You can only view data for your own individual and bulk sends.

Choose a view:

  • Individual Email — Engagement data for your one-to-one email sends. Keep the Total Recipients filter set to between 1 and 1.
  • Bulk Email — Engagement data for your bulk emails. The Total Recipients filter defaults to greater than 1; change the value to filter for larger sends.
  • Bulk Email Recipient Activity — Engagement data for individual recipients and how they engaged with a message.

Apply filters to show specific data:

  • Activity Type — The type of engagement, such as opens or clicks.
  • Engagement Date — When recipients engaged with the email, rather than the date shown in the dashboard.
  • Send Mechanism Name — The system that sent the email. Keep this as Distributed Marketing for results relevant to Distributed Marketing sends.

Unified Engagement History Dashboard

If Unified Engagement History is set up in your org, a Salesforce admin can add the dashboard component to record pages. Use this component to get engagement highlights at a glance when viewing lead, contact, and person account records. See Turn On Unified Engagement History.