We're in the process of building out an engagement studio within our org and ran into a few hiccups and can't find any help text to assist with what is happening.
Questions #1 - Reporting. Can engagement studio reporting analytics be seen anywhere else besides the canvas inside the engagement studio? For example, is there a section in "Pardot Reports" or maybe an ability to have that data pulled into Salesforce reports?
Question #2 - Inactive SFDC Campaigns don't appear as an engagement studio option. User case: we were trying to send emails to campaign members of an inactive campaign to nurture them. So criteria in a rule step, we were hoping to see in engagement studio: If prospect CRM Campaign is "Campaign #1"(inactive)
Except "Campaign#1" isn't available. I wondered if activating the campaign is the only way to have it available for the engagement studio or if there's a setting somewhere in Pardot I may have missed. Thank you, Pardot masters, in advance for your help!
Question 1: You can report on the individual emails in an engagement studio, same as any other email. There's an overview report CSV you can download as well, but other than that, the engagement is sort of a report in itself while it's running, because each individual node is a point of information. Question 2: What I think you are asking is can we use membership in an inactive campaign as a branching/filtering criteria. If you really want to do this, I'm not sure why you wouldn't just make the campaign active again-- if there are no actions to put people in the campaign or change their status, it really has no impact on salesforce campaign history. That said, here are a couple of other thoughts. 1: If the campaign is truly inactive, that says to me that the membership is fixed. So just take everyone from that campaign and put them in a static list and use that. 2. Alternatively, tag everyone that's in this campaign and use that as your criteria. The easiest way to do this might be reactivating the campaign so you can take this action with an automation rule. You could also export the campaign members from salesforce and re-import them into your list.
