Creating Campaign Attribution Reports in Salesforce

There are several reports you can create in Salesforce to help you see the value of your Qualified.com experiences and report on your Campaign Attribution. In this guide, we’ll show you the top four reports that you’ll want to run in Salesforce and how to use them to understand the ROI on your Qualified.com experiences.

  1. Reporting on All Leads Created to Qualified.com
  2. Reporting on All Leads Attributed to Qualified.com (meaning, Leads that interacted with your chatbot or sales team in Qualified)
  3. Reporting on All Contacts Attributed to Qualified.com (meaning, Contacts that interacted with your chatbot or sales team in Qualified)
  4. Reporting on all ABM Accounts Attributed to Qualified.com

Once you have Campaign Attribution set up within your Salesforce account you should start to see activity in your campaign(s) as Leads come into your site and interact with your Qualified app. If you’ve followed our previous instructions, you’ll now have a Campaign called Qualified.com as well as your Leads and Contacts mapped from Qualified.com into this Salesforce campaign.

Report #1: All Leads Created by Qualified

The first report you’ll want to create is a report that will show you all leads created by Qualified.com. This means either the Lead was synced automatically when they hit the Salesforce push node in the experience OR they were manually created by someone on your sales team.

To get started in Salesforce you’ll want to first create a report by selecting the Campaign object and the report “Leads with converted lead information.”

This Report Type will ensure that we see all of the Leads created, regardless of converted status.

Next, you’ll want to make a few changes to your report filters so that you’ll be able to call out your Qualified.com campaign and see the leads specifically created from your Qualified.com app.  These are filters that we recommend setting but of course you're not limited to these filters or grouping. Depending on your business case, you might want to group differently or add more filters than what we show below.

Set your filters to:

  • Show me: All Leads
  • Created Date: Last 90 Days
  • Lead Source: Website Conversation or Qualified.com

Group by (in this order): 

  • Campaign Name
  • Lead Created by Date (We suggest additionally grouping this by calendar week or month)

Additionally, we've added these columns to our reports here at Qualified which might be helpful to you as well:

  • Name
  • Title
  • Company
  • Email
  • Rating
  • Converted
  • Owner
  • Email
Example Filters


Finally, run the report to see all current Leads created by Qualified.com and save the report as “Leads created by Qualified.com”. Add a chart if you’d like, to help visualize the report.

Sample Visualization

Report #2: All Leads Attributed to Qualified.com

The next report you’ll want to make sure to have on hand is how many Leads were attributed to Qualified.com, meaning these Leads interacted with your chat bot or had a live chat with someone on your team. 

To get started, you’ll want to create a new report in Salesforce by selecting the report “Campaigns with Leads” once more.

Campaigns with Leads Report.

Once you’re in your new report, you’ll need to set some filters to show only those Leads that have had conversations within your Qualified.com app.

Set your filters to:

  • Show me: All Campaigns
  • Filter by: Campaign name contains Qualified.com

Group by (in this order): 

  • Campaign Name
  • Lead Created by Date (We suggest additionally grouping this by calendar week or month)

Additionally, we've added these columns to our reports here at Qualified which might be helpful to you as well:

  • Name
  • Title
  • Company
  • Email
  • Rating
  • Converted
  • Owner
  • Email

Finally, run the report to see all current Leads attributed to Qualified.com and save your report as “Leads Attributed to Qualified.com”.  Add a chart if you’d like, to help visualize the report.

Leads attributed to Qualified.com by calendar week.


Report #3 All Contacts Attributed to Qualified.com

The next report you’ll want to make sure to create will show all existing Contacts that have had conversations with your chat bot or sales reps within Qualified. 

To run this report, you’ll want to start by creating a new report in Salesforce by selecting Report > Campaigns with Contacts as shown below.

Campaigns with Contacts.

Once you’ve selected this report, you’ll want to configure the report before running:

Set your filters to:

  • Show me: All Campaigns
  • Filter by: Campaign name contains Qualified.com

Group by (in this order): 

  • Campaign Name
  • Member first associated date (We suggest additionally grouping this by calendar week or month)

Additionally, we've added these columns to our reports here at Qualified which might be helpful to you as well:

  • Name
  • Title
  • Company
  • Email
  • Rating
  • Converted
  • Owner
  • Email

Finally, run the report to see all Contacts that have been Attributed to Qualified.com and save your report as “Contacts Attributed to Qualified.com”. Add a chart to visualize your findings.

Chart showing Contacts Attributed.

Report #4 ABM Contacts Attributed to Qualified.com

Account based marketing or ABM is a business marketing strategy that concentrates resources on a set of target accounts within a market. It uses personalized campaigns designed to engage each account, basing the marketing message on the specific attributes and needs of the account.

You can see then how using Qualified.com + ABM can be such a powerful tool for markers. If you’re currently using ABM with your Qualified.com Experiences seeing the ROI can be as easy as creating a simple Salesforce report. 

To get started, you’ll want to create a new report by selecting to run a 'Campaign with Contacts.' 

Next, you’re going to set your Filters to suss out who those Contacts are that are part of your ABM model. Most likely you’ll have a field on the Contact record that designates either the ABM Tier or simply if the Contact is marked as ABM. Set your report filter to show these Contacts, as shown below.

ABM filters.

This will ensure the report shows on your Contacts that are either part of a certain ABM Tier or part of your ABM model (depending on your setup in Salesforce). 

Finally, finish setting up your filters by setting them to:

Set your filters to:

  • Show me: All Campaigns
  • Filter by: Campaign name contains Qualified.com

Group by (in this order): 

  • Campaign Name
  • Member first associated by Date (We suggest additionally grouping this by calendar week or month)

Additionally, we've added these columns to our reports here at Qualified which might be helpful to you as well:

  • Name
  • Title
  • Company
  • Email
  • Rating
  • Converted
  • Owner
  • Email

Run the report and add a chart if you’d like to visualize your report results. Save your report as “ABM Contacts Attributed to Qualified.com."

ABM Contacts attributed to Qualified.com.


Summary

In summary, setting up Campaign Attribution in Salesforce will help you track the success of any marketing Campaign that you're running, including your Qualified.com application on the website. Once Campaign Attribution is set up, it's easy to run reports to see how Qualified.com has influenced your Opportunities and how many Leads have come directly from your live chat or chat bots.

Next Steps

Continue building out your Salesforce dashboards and reports with the guides below:


Request a live demo

See Qualified in action on your website. Request a live demo and one of our reps will contact you immediately, or talk to us right now.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Free custom demo
Live on your site