There are several reports you can create in Salesforce to help you see the value of your Qualified experiences and report on your Campaign Attribution.
In this article, 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 experiences in Qualified.
- Reporting on all leads created by Qualified
- Reporting on all leads attributed to Qualified (leads that interacted with your chatbot or sales team in Qualified)
- Reporting on all contacts attributed to Qualified (contacts that interacted with your chatbot or sales team in Qualified)
- Reporting on all ABM accounts attributed to Qualified
Once you have campaign attribution set up within your Salesforce account, you should start to see activity in your campaigns 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 as well as your leads and contacts mapped from Qualified 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.
This means 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 campaign and see the leads specifically created from Qualified.
These are filters that we recommend setting but 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
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
- Rating
- Converted
- Owner
Finally, run the report to see all current Leads created by Qualified.com and save the report as “Leads created by Qualified”. Add a chart if you’d like, to help visualize the report.
Report #2: All Leads Attributed to Qualified
The next report you’ll want to make sure to have on hand is how many leads were attributed to Qualified, meaning these leads interacted with your chatbot 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.
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 app.
Set your filters to:
- Show me: All campaigns
- Filter by: Campaign name contains Qualified
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
- Rating
- Converted
- Owner
Finally, run the report to see all current leads attributed to Qualified and save your report as “Leads Attributed to Qualified.com.” Add a chart if you’d like, to help visualize the report.
Report #3 All Contacts Attributed to Qualified
The next report you’ll want to make sure to create will show all existing contacts that have had conversations with your chatbot 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.
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
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
- Rating
- Converted
- Owner
Finally, run the report to see all contacts that are attributed to Qualified and save your report as “Contacts Attributed to Qualified.” Add a chart to visualize your findings.
Report #4 ABM Contacts Attributed to Qualified
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 with ABM can be such a powerful tool for marketers. If you’re currently using ABM with your Qualified 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.
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
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
- Rating
- Converted
- Owner
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."
Summary
Setting up Campaign Attribution in Salesforce will help you track the success of any marketing campaign that you're running, including your Qualified application on the website. Once campaign attribution is set up, it's easy to run reports to see how Qualified has influenced your opportunities and how many leads have come directly from your live chat or chatbot.
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