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MCAE (Pardot) Dashboard: Notifications, Calendar, Prospects (Created, Conversions), Reports

“Prospects created”. This is a number of new prospects created through “form”, “form handler” or a “landing page conversions” or created via imports including via API. This includes both archived and unarchived prospects. “Conversions”, a number of previously anonymous individuals who submitted a form or a landing page to identify themselves as prospects. Bear in mind that prospects created stat will generally be a higher number as it includes records pushed into Pardot from any source as opposed to those created through a form or a landing page. For example, those other sources can be if you create a record in Salesforce and then from Salesforce CRM this prospect is pushed into Pardot. “Opportunities created”. This is a number of new opportunities created at the given date. Opportunity date is pulled from your CRM, created manually or created via API. Furthermore, “all prospects” is the accumulative total of prospects in your database, excluding those in your recycle bin. Each data point represents the total size of your prospects in the database at a given point in time. Here on the top, we can view all our prospects by different days and times, and we can also create a custom range to see in a dashboard the numbers that we're interested to review. Marketing Calendar Now let's talk about a marketing calendar. It will show you all your scheduled AND past emails, social posts, events, and webinars. A slimmed-down version of the calendar appears here for marketing and administrator users in your dashboard If you want to see more, you can click on “view full calendar” and this will show you the fuller view that is adjustable to show a day, week or month. Here, on the top, you can select these (click on week, day). This allows you to page through dates you want to see. Clicking View Full Calendar will show a fuller view that is adjustable to show a day, week, or month view and allows you to page through the dates you want to see. Hovering over an event will show you details about the item (event tickets sold, webinar attendance, email click-through rate, etc.) and allow you to click into either a report (for items in the past) or to a detailed screen (for items in the future). The colors of each event represent a different activity so you can quickly glance at the calendar and have an overall sense of what's coming up. Green: Emails Purple: Webinars Pale Pink: Eventbrite Event Blue: Social Messages You can also use a Pardot Calendar to plan your marketing campaigns and activities. By clicking on the ”Create New Event” button you can create a custom Event. These for example can act as reminders for you or your team to pre-create posts or to post manually on your social media platforms. The calendar is visible to Marketing and Administrator users by default. If your account level includes Custom Roles, you can create additional user roles with calendar access. The minimum requirements to be able to view the calendar obviously depends on the user having the 'Calendar' permission ticked and at least one of the following permissions ticked also - Both view emails and view email reports View social posts View webinars View events Because without one of these, the Marketing Calendar would be empty and therefore we would not display it for that user. Active Prospects for Review The dashboard will display up to five Active Prospects for Review -- prospects that are neither assigned nor marked as reviewed and have been active. Click More Prospects to see all Active Prospects for Review. Note this shows all prospects that have had at least one prospect activity and are not yet assigned or marked as reviewed, including those prospects that were imported. Identified Companies The dashboard also displays up to five of the most recent visitors whose companies could be identified. Click More visitors to see all Identified Companies. If you have any questions or need MCAE (Marketing Cloud Account Engagement, ex Pardot) related help, please get in touch: LinkedIn:   / kristinaalexandra   Instagram:   / salesforce.alexandra   Learn Pardot: https://pardotacademy.teachable.com/p...