Report on Engagement History Data

Engagement History gives you access to prospect engagement data in Salesforce. To better understand this data, create a custom report that contains engagement metrics alongside campaign and opportunity data. We recommend five common custom report types for reporting on marketing assets.

Required Editions

Available in: Salesforce Professional, Enterprise, Performance, and Unlimited Editions with All Account Engagement Editions

User Permissions Needed
To create reports:	Sales, Service, or CRM permission set AND Create and Customize Reports AND Report Builder

User Permissions Needed

To create reports:

Sales, Service, or CRM permission set

AND

Create and Customize Reports

AND

Report Builder

Note Pardot is now known as Marketing Cloud Account Engagement. We wish we could snap our fingers to update the name everywhere, but you can expect to see the previous name in a few places until we replace it, including in the app itself.

Refer to the following lists to configure each custom report type, and use the steps to build the reports you want.

From Salesforce Setup, enter Report in the Quick Find box, and then select Report Types.
Click New Custom Report Type.
In the Fields Available for Reports section, click Edit Layout.
In the Field Layout Properties section, click Create New Section.
Give the section a title, and then drag the fields as outlined by the asset types listed here.

Campaigns Engagement	Primary Object: Campaigns Section 1: Campaigns Section 2: Parent Campaigns
Landing Pages Engagement	This report includes all landing pages. To include only classic landing pages, filter the report with the Source “Pardot.” Primary Object: Campaigns Relationship: Landing Page, where the A record has at least one related B record Section 1: Landing Pages Section 2: Campaigns Section 3: Parent Campaigns
List Emails Engagement	This report includes all list emails. To include only emails sent from Account Engagement, filter the report with the From Address “Pardot Marketing Automation.” Primary Object: Campaigns Relationship: List Email, where the A record has at least one related B record Section 1: List Emails Section 2: Campaigns Section 3: Parent Campaigns
Marketing Forms Engagement	This report includes data associated with any form and form handler. To show only forms or form handlers, add a filter on the Type field. Primary Object: Campaigns Relationship: Marketing Form, where the A record has at least one related B record Section 1: Marketing Forms Section 2: Campaigns Section 3: Parent Campaigns
Marketing Links Engagement	This report includes data associated with any custom redirect or file. To show only redirects or files, add a filter on the Type field. Primary Object: Campaigns Relationship: Marketing Link, where the A record has at least one related B record Section 1: Marketing Links Section 2: Campaigns Section 3: Parent Campaigns