Pardot Knowledge Base

Engage Reporting Overview

Last Updated: Sep 12, 2016 | Print this Article
 

Engage reporting lets each Engage user track how leads and contacts interact with their Engage Campaigns. Use Engage Reports to discover which emails and templates performed the best over the last week, last two weeks, last 30 days or a custom date range. To access reporting, click the Engage Reports tab in Salesforce.

You can filter your reports by clicking All Emails, Templated Emails, or Non-Templated Emails (emails sent without templates) and selecting a date range from the drop down.

Select an Email Type. Click to expand the video.

 

Select a Date Range:

Custom Date Range

You can also toggle reporting graphs off and on by clicking the chart icon. Click to expand the video.

 

All Emails

The All Emails filter has two main components: a graph and the all emails table. The graph at the top of the page highlights unique opens and clicks, total opens, total clicks, and the clickthrough rate for all emails during the specified time period.

Quick Glange Graph

The all emails table is below the graph view. It displays all email sent during your selected time frame, and includes delivered numbers, opens, and clicks. Clicking an email subject will take you to the Email Performance view for that email. Clicking on the Delivered, Opens, or Clicks links in the table will take you to the Detailed Recipients view for that email.

Templated Emails

The Templated Emails filter has three main components: the Top 5 Templates by Opens graph, an email table, and the Template Usage table. The Top Templates graph shows a graph of the top 5 performing templates for the selected time frame, based on opens.

Top Templates Graph

The all emails with templates table is beneath the graph. This table shows all your emails that use templates for the selected timeframe.

Clicking a subject link will take you to the Performance view for that email. Clicking on the Delivered, Opens, or Clicks links in the table will take you to the Detailed Recipients view for that email. At the bottom of the page, you'll find the Template Usage table which lists your email templates, the number of Engage Campaign each template is used in, number of emails delivered, and clicks for each template.

Clicking a Template name will take you to the Performance view for that template. Clicking on the Delivered or Clicks links in the table will take you to the Detailed Recipients view for that template.

Non-Templated Emails

The Non-Templated Emails filter has two main components: a graph and the Non-Templated Emails table. The graph at the top of the page highlights unique opens and clicks, total opens, total clicks, and the clickthrough rate for all non-templated emails during the specified time period.

Not Template Based

The Non-Templated Emails table is below the graph. It displays all emails sent without templates during the selected time frame, and includes delivered numbers, opens, and clicks. Clicking an email subject will take you to the Email Performance view for that email. Clicking on the Delivered, Opens, or Clicks links in the table will take you to the Detailed Recipients view for that email.

Performance View

Clicking an email subject or template name will take you to the Performance view, showing more statistics related to the selected email or template. The graph shows the opens and clicks by day. This view also shows email statistics, clicks for each link, and the email or template content.

Detailed Recipients View

The Delivered, Opens, and Clicks links take you to a list of prospects that have received the email, opened the email, or clicked any links, respectively.

Detailed View

Clicking the recipient's name will take you to the lead or contact record in Salesforce.

Notes

  • Engage users can only see reporting for their own Engage emails.
  • Currently, there is no way to view reports for all Engage emails sent by all users.
  • Engage Reporting does not report on emails sent from Engage for Gmail.

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