Hello,
I am relatively new to Pardot, I have mostly worked on the sales cloud. I have this requirement to display the metrics like clicks, opens of an email on the contact (or in the form of a report).
I see the email has which prospect has opened/clicked.
Are there any efficient ways to do this?
1 answer
@Vishnu Vardhan Nandyala The typical approach is to use Engagement History. This allows you to report on email interactions (opens, clicks, etc.) via related lists, standard reports, or custom report types in Salesforce.
You can also surface this directly on the Contact record by adding the Engagement History related list or Lightning component to the page layout. Salesforce provides a step-by-step guide here:
Add Engagement History to records