The marketing team at Northern Trail Outfitters (NTO) sets a goal on an email nurture
campaign to reach a 5% click-through rate. They want the goal to track click-through rate
automatically, without manual updates. The engagement data connects to the campaign only through
the email message. So, the admin uses that relationship to create a
click-through-rate metric. Use this example when your metric's data doesn't store the campaign
but connects to it through a related object that stores the campaign.
Required Editions
| User Permissions Needed |
| To model data and create metrics: |
Data Cloud Architect permission set
OR
MI Data Specialist permission set group
|
-
Identify the related object that stores the campaign.
For example, the Email Engagement data object reaches the campaign through Bulk Email
Message, which stores the campaign. Both are available in Marketing Intelligence. To see
which data objects connect to a campaign, see
Unified Marketing Intelligence Semantic Data
Model.
-
Confirm that a relationship ties your data object to the campaign through that related
object.
-
Create a metric on your data object for the result your goal tracks.
-
Include a time dimension on the metric so that each linked goal pulls its actual within
the goal's start and end dates.
For example, base the metric on the engagement date so that a campaign goal running
from January 1 to March 31 counts the clicks in that quarter.
