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I'm interested in more than first touch and want to capture all the touches of the prospects and build some reports and dashboard in salesforce.

 

Just wondering if anyone have suggestions for best practices. 

2 answers
  1. Sep 30, 2022, 5:35 AM

    Everytime there is a touch you can add it to a campaign unique to that touch in Salesforce. You can do this manually with imports or automatically with automation rules or engagement studio. You can make a campaigns with campaign members report to analyze. You can see the associated with campaign date to see when they entered the campaign

    You can sync utm paramters with pardot and capture those and then add to a campaign when they have a certain parameter. Ie if they fill out a form with Google utm parameters you can use an automatic to put them into the Google campaign

    You can capture utms this way

    https://jennamolby.com/the-ultimate-guide-to-capturing-utm-parameters-in-pardot/
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