The One Pardot Email Report That You Should Have

May 7, 2021
Greenkey Digital, Reporting

If you were stranded on a deserted island and could only have one Pardot report, which one would you pick?

I’d choose the custom Engagement History email report.

A whole new (reporting) world

Custom Engagement History email reports will open a whole new world to Pardot reporting.

Where do you go to see the results of your Pardot emails? Ninety-nine percent of you will say Pardot Reports. Right?

While the Pardot Report tab is great for a “quick look” at what happened, when I get serious about marketing reporting (month-end or quarter-end), I turn to Salesforce.

Engagement History gives you access to prospect engagement data in Salesforce. To better understand this data, create a custom Engagement History email report that contains engagement metrics alongside campaign and opportunity data.

The custom Engagement History email report has 100 fields! The regular Pardot List Send report only gives you 29 fields. (Yawn.)

Here are other benefits of using the custom Engagement History email report in Salesforce:

Add only your desired fields to your report (opposed to getting ALL the fields in Pardot download)
Sort and filter fields or you can add, sum, or average numerical fields
Create a dashboard with your email engagement metrics
Customize your Pardot for Lightning home page with email engagement results
See any list email sent from Pardot or Sales Cloud. To only see Pardot emails, filter the report with the From Address “Pardot Marketing Automation.”

Note: While you can see email engagement metrics on Engagement Studio, completion actions, and automation rules in Engagement History components, only list emails are visible in the custom Engagement History email report.

Custom Report Types

Once you start using Engagement History reports, you won’t turn back.

Here’s a sample of the additional fields that you can see with the custom Engagement History email report:

Parent Campaigns
Contacts in Campaigns
Leads in Campaigns
Campaign Members
Campaign Type
Campaign Status

(See what I mean!)

While I’m focusing on the custom Engagement History email report in this blog, Salesforce has engagement metrics for FOUR other custom objects. These give you access to key marketing metrics in Salesforce, including campaigns, landing pages, forms and links. See how to set up all of the custom report types here.

Let’s Get Started

Go to Setup

In the Quick Find box type “Report Types”.

You want to select “New Custom Report Type,” and the Primary Object is “Campaigns.”

Choose “List Emails” in the “A to B Relationship” section and the first radio button for “Each “A” record must have at least one related “B” record.

In the Field Layout Properties section, double click on any field that you want to include. (Without this step, you will always have to add your desired fields. Setting default fields saves time.)

Select the “Check as default” box to ensure that the field will always be included in your report. I rename the field that defaults to “Name” in the List email section to “List Email Name.” It’s too easily confused with the “Campaign Name” field. If you want to include the email sent date in your report, you can use the “Scheduled Date” field.