<<5B5C6C79F0C508159E39B176F948FDE0>] 0000012876 00000 n 0000011293 00000 n 0000022157 00000 n 0000009765 00000 n When getting started with Pardot, there are a few technical setup tasks you will need to complete to get off to a great start. Understand What Happens When you Enable Replication, Enable Analytics and Create Permission Sets. 0000011457 00000 n %���� 0000009104 00000 n 0000029131 00000 n 0000012601 00000 n 0000005662 00000 n 0000016746 00000 n Set up your Salesforce and Pardot connector. She takes these steps. SET UP B2B MARKETING ANALYTICS B2B Marketing Analytics is an Einstein Analytics app that segments and visualizes your marketing and sales data. 0000012111 00000 n 0000015217 00000 n 0000011566 00000 n 0000013149 00000 n On the Getting Started page, follow the steps provided. 0000013473 00000 n 0000013311 00000 n Plus ... 5 licenses B2B Marketing Analytics $ B2B Marketing Analytics Plus. Before her team can begin looking at their data Leung must first enable Analytics from the Salesforce Menu. <> It can take up to 2 hours for B2B Marketing Analytics to... Click Install Managed Package. 0000011893 00000 n Create a permission set. 0000012165 00000 n 0000012272 00000 n 0000011512 00000 n $500/month Dedicated IP Address. Select Install for Admins … 0000015468 00000 n Pardot Setup Assistant. 0000022136 00000 n endobj 0000014451 00000 n Awesome work! 0000006461 00000 n 0000012546 00000 n 0000010091 00000 n If you’ve purchased B2B Marketing Analytics, configure the tool after configuring your Salesforce connector. Next, Leung  needs to do one of the following. 0000013692 00000 n Pardot Plus with B2B Marketing Analytics (B2BMA) Quick Start: $3,200 USD / $4,000 CAD. 0000014184 00000 n 0000030172 00000 n 0000018646 00000 n 0000010257 00000 n Search for ‘B2B Marketing … Pardot Setup Assistant. 0000007697 00000 n 0000009656 00000 n Then enable the B2B Marketing Prospect Activity Dataset. 0000012821 00000 n 0000014999 00000 n 0000014944 00000 n 0000201566 00000 n After everything is set up… 0000005369 00000 n 0000015430 00000 n Curated analytics experience for B2B … 2 sandboxes included Developer Sandbox for Pardot … 0000020154 00000 n 3 SSL Vanity Domains per Account. 0000038854 00000 n 0000009491 00000 n 0000014290 00000 n 0000005005 00000 n 0000046925 00000 n First, Leung needs to create permission sets made up of analytics user permissions. For existing B2B Marketing Analytics accounts: make sure you have the permissions mentioned above. 0000012382 00000 n 0000012656 00000 n Maximize marketing and sales efforts with advanced marketing analytics. To do that, she must do the following either one at a time or in bulk to give people access to Analytics functionality. Set Up B2B Marketing Analytics In Pardot, navigate to Reports | B2B Marketing Analytics. 0000009875 00000 n 0000202093 00000 n How: Open Salesforce Setup, and search for B2B Marketing Analytics. 0000009384 00000 n 0000011074 00000 n 0000010146 00000 n 0000000015 00000 n B2B Marketing Analytics (also known as B2BMA) is your answer! We recommend that you read the Understand What Happens When You Enable Replication article before you enable replication. 0000047500 00000 n 0000011621 00000 n 0000011238 00000 n See the B2B Marketing Analytics … Be careful when assigning these permission sets, since they provide access to all Analytics features. 0000006838 00000 n Fully Customizable URLs. 0000010529 00000 n Leung needs to repeat these steps for every user in her organization who requires access to Analytics. 0000022023 00000 n 0000190068 00000 n %%EOF Leung is now ready to move on to the next step, connecting her Salesforce and Pardot accounts. In the Salesforce Analytics section, select the fiscal year start month from the dropdown. Assign Pardot permission set licenses to the users who need them. 0000015786 00000 n 0000013365 00000 n 0000010367 00000 n After completing this unit, you’ll be able to: Get Cloudy Consulting has decided to analyze its data in a whole new way. 0000021818 00000 n 0000203054 00000 n 0000010966 00000 n 0000038786 00000 n 0000015108 00000 n 0000013527 00000 n 0 0000038875 00000 n startxref Fully Customisable URLs. 0000014019 00000 n 0000008367 00000 n /Prev 620867 Set up your Salesforce and Pardot connector. 0000011785 00000 n This will help you identify any additional actions that you might need to take to ensure replication runs successfully. Good! 0000022003 00000 n 0000011402 00000 n ), has been tasked with setting up the B2B Marketing Analytics app. In the Quick Find box type in Pardot; Under Pardot click B2B Marketing Analytics; Click the toggle to Enable Prospect … B2BMA is a Salesforce tool that uses powerful Einstein Analytics for customizable reporting dashboards, combining marketing and sales data from the Salesforce and Pardot platforms. 0000021924 00000 n 2 sandboxes included Developer Sandbox for Pardot 0000012001 00000 n OK, next up Leung needs to assign these permission sets to users. 0000203032 00000 n Since 2010, we’ve worked with all the major Marketing Automation platforms including Marketing Cloud, Pardot, … 0000015054 00000 n 0000038897 00000 n Implementing Pardot correctly is the single most-important thing you can do to ensure long-term success with marketing automation! 0000007378 00000 n 2 business units included Business Units. 0000010037 00000 n 0000009601 00000 n 0000009710 00000 n This Salesforce User Sync is a Pardot feature released for administrators to … 0000014397 00000 n 0000048046 00000 n 0000013418 00000 n 0000010749 00000 n 0000010639 00000 n ... 5 licenses B2B Marketing Analytics $ B2B Marketing Analytics Plus. 0000189107 00000 n With an analytics platform like B2B Marketing Analytics (B2BMA), marketers can leverage insights that not only impact the business, but can improve the effectiveness of their marketing as well. 0000012985 00000 n The one-line pitch for B2B Marketing Analytics is: “the Einstein Analytics app built for the B2B marketer”. B2B Marketing Analytics Setup Path; Pardot Dataflows Easy Interface; Retiring B2B Marketing Analytics Legacy Apps; Note: B2B Marketing Analytics is only available with Pardot Advanced edition, or as an add-on. Now she is ready to enable replication in order to decouple the extract of Salesforce data from her workflows. 0000015327 00000 n Pardot Accelerator Catalog; CUSTOMER HUB. On July 25th, we presented, How to Build Your B2B Marketing … 0000011840 00000 n 0000010312 00000 n 0000010584 00000 n 0000030193 00000 n To begin, open this document in … 0000010201 00000 n 0000012711 00000 n In order for Pardot to send tracking data to Google Analytics, you need to add your Google Tag Manager container to your Pardot Layout Template. 0000005527 00000 n After you assign user permissions, … The setup steps and process for B2B … 0000013582 00000 n 0000004601 00000 n Then log into your Salesforce org and navigate to setup. Pardot Basics module? >> 0000021979 00000 n 0000007882 00000 n 0000012219 00000 n 0000021078 00000 n 0000009547 00000 n 333 193 0000206542 00000 n 0000011730 00000 n 0000012766 00000 n 0000004315 00000 n 0000012491 00000 n 0000029893 00000 n 0000008507 00000 n 0000203076 00000 n 0000008707 00000 n Leung Chen, the marketing manager (remember her from the 0000009166 00000 n Enable Analytics. Leung has reviewed the article and is ready to enable replication. 0000012931 00000 n 0000005225 00000 n 0000011021 00000 n 0000011183 00000 n Nice one, Pardot! To enable optional dashboards and datasets, review the steps on the Optional … 0000188915 00000 n Pardot Technical Setup Items. B2B Marketing Analytics Setup Path. 0000014074 00000 n 0000014236 00000 n 0000030215 00000 n Basically, your Pardot data (such as email engagement, visitor data), is packaged up and sent off into Einstein … <> 2 <. Pardot setup and implementation services delivered by the experienced team at SkyVenn. 0000013911 00000 n 333 0 obj 0000009438 00000 n 0000202114 00000 n Dataflows with sfdcDigest nodes fail until replication has run and completed for the first time. 0000011948 00000 n If your setup looks different to the screenshots below, get in touch and we can help you get set up. 0000006250 00000 n 0000008917 00000 n Get Cloudy … Salesforce User Sync. 0000048184 00000 n This … Pardot B2B Marketing analytics dashboards and reports track how prospects are interacting with your marketing collaterals and visualize them through metrics like click-through rate, open rate, etc. [If your accounts are connected already scroll down to the next section.]. 0000015162 00000 n B2B Marketing Analytics . 0000009329 00000 n 0000029661 00000 n 0000014834 00000 n 0000013802 00000 n This PDF gives you a step by step guide to set up the B2B Marketing Analytics app within Salesforce and Pardot. 0000013256 00000 n After Salesforce and Pardot setup is complete, navigate to, In the Setup menu, under administer, click. These tasks include applying tracking code to your … 0000014344 00000 n 0000006676 00000 n B2B marketing analytics studio organizes dashboards using a concept called the lens. 0000014129 00000 n 0000013202 00000 n 0000014670 00000 n 0000013039 00000 n B2B Marketing Analytics For Tracking ROI. 0000206519 00000 n Pardot … Give the Analytics Cloud Integration User profile read permissions on certain objects. 0000017757 00000 n 0000010694 00000 n 0000013637 00000 n 10 SSL Vanity Domains Per Account. 0000014779 00000 n 0000201545 00000 n 0000014562 00000 n Find quick links to additional Pardot resources, like documentation, office hours, communities, and more. 0000038243 00000 n 0000009820 00000 n 0000201389 00000 n So, the first step in setting up a custom … See your marketing and sales data in one place and sell more effectively. To create the Manage Analytics permission set, select the, To create the View Analytics permission set, select, Select the users who need access to Analytics, and click. 0000009277 00000 n 0000038553 00000 n 0000014724 00000 n trailer 0000008198 00000 n Add Google Tracking to your Pardot Layout Template. Now that you’ve seen Leung set up and install the new app, you’re ready to begin importing data! 0000049642 00000 n 0000011347 00000 n 0000007553 00000 n You’ll be able to create … 0000007996 00000 n 334 0 obj In the Salesforce Setup menu, under Administer, click, After Leung enables replication, she makes sure to run replication before her dataflows’ next run. Must do the following either one at a time or in bulk give., in the Salesforce Menu What B2B Marketing … set up B2B Marketing … set up B2B Marketing Activity... Start month pardot b2b marketing analytics setup the dropdown a specific view of data and the basic building block of any.! 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