With a semantic metric, a campaign goal calculates its actual from your Data 360 data and refreshes it daily without manual updates. Complete these tasks to make metrics available for goal owners to select for their goals.
Required Editions
| View supported editions and Marketing Intelligence |
See Also
Configure Marketing Intelligence for Marketing Planning and Operations
Required Editions
| User Permissions Needed | |
|---|---|
| To administer Marketing Intelligence: | MI Admin permission set group |
Set up Marketing Intelligence so that it supplies the metrics a goal can track and grant goal owners access to them.
- Set up Marketing Intelligence and deploy its semantic data model to a data space.
- Assign goal owners a permission set group that gives them access to see and select metrics on their goals.
Prepare Semantic Model for Goal Metrics
Required Editions
| User Permissions Needed | |
|---|---|
| To prepare a semantic model: |
Data Cloud Architect permission set OR MI Data Specialist permission set group |
Add a metric to the semantic model for each result that a goal tracks. Base each metric on data that resolves to a campaign. When a goal owner links a metric, the goal filters that metric's data to its own campaign and date range, then calculates the actual from only the matching records. If the metric's data can't resolve to a campaign, the goal's actual returns 0. After this setup, the metrics are ready to select for a marketing goal.
- Create a metric for each result that a goal tracks.
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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 a pipeline metric on the opportunity created date. A campaign goal running from January 1 to March 31 then counts only that quarter's pipeline.