Attribution - Campaign View and Buyer's Journey Reports

Campaign View and Buyer’s Journey Reports

To unlock greater insight into individual Opportunities and Campaigns, users can automatically generate  Opportunity and Campaign Attribution reports in Salesforce from the LeanData Opportunity and Campaign Views.

Campaign Reports

To generate a Campaign Report from a Campaign View, navigate to the Campaign that you would like to generate the Campaign Report from. 

Scroll down to the LeanData Campaign View (assuming that you had previously added the LeanData Campaign View to this page layout).

Clicking on the Campaign Name in the Campaign View will generate and take you to a Salesforce report on the Marketing Touches for this specific Campaign.

Opportunity Reports

To generate an Opportunity Report from an Opportunity View, navigate to the Opportunity that you would like to generate the Opportunity Report from. 

Scroll down to the LeanData Opportunity View (assuming that you had previously added the LeanData Opportunity View to this page layout).

Clicking on the Opportunity Name in the Opportunity View will generate and take you to a Salesforce report on the Marketing Touches for this specific Opportunity.

 

For more information on on the Opportunity View and Campaign View, please see our Buyer's Journey and Campaign View Guide: https://leandatahelp.zendesk.com/hc/en-us/articles/360025609073