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I'll start this by saying we build all content via Lightning. We've had Pardot for less than a year. Marketing builds a lot of templates for our sales team to use via Salesforce or Outlook to engage customers. When I go to Pardot Reports > Marketing Assets > Email > Templates the only email templates that show are the couple that were built in Classic when we were initially getting set up. We don't even use those templates. How do I view the templates that were built in Lightning here? Or how do I find the same reporting for Lightning email templates? 

 

@* MC Account Engagement (fka Pardot) * 

6 risposte
  1. 10 mag 2022, 14:00

    The report referenced, as you discovered, only applies to Pardot email templates. If you want to report on emails sent using the new lightning email builder, a salesforce admin needs to set up a custom salesforce report type to be able to aggregate the sending information that is stored on the email content object. This is not a “template” report per se, but a sent emails report, since you can now send an email with or without a template. You can aggregate by campaigns, however.

    Here's a great guide on how to set up the custom report type:

    https://greenkeydigital.com/custom-engagement-history-reports/