
Salesforce CDP Email Marketing Campaigns
by Tableau
Description
This Tableau Accelerator allows you to:
- Assess & Improve the efficiency of your marketing campaigns
- Identify most impactful campaigns
- Audit the results of campaign optimization over time
Answer key business questions
- What is our click-through rate (CTR)? How does it evolve across time?
- Which campaigns generated the most engagement?
- How many recipients unsubscribed?
Monitor and improve KPIs
Campaigns
- Nb of Campaigns: Total number of marketing campaigns that were launched over the period
Reach
- Total Sent Emails: Total Sent Emails
- Total Delivered Emails: Total Delivered Emails
- Delivery Rate: Share of emails that were delivered on total sent emails. It determines the level of quality and reliability of your emails list
Engagement
- Total Opened Emails: Total Open Emails
- Open Rate: Open Rate is useful for tracking the percentage of subscribers who open a specific email, open rate gives you insight into how engaged your subscribers are, as well as how effective different subject lines are
- Total Unique Clicks: Total number of Clicks on action link (unique)
- CTR (Click-Through Rate): Click-Through-Rate: measure what percentage of subscribers clicked on your links (expressed in %). It helps you determine how well your campaigns are performing
- CTOR (Click-To-Open Rate): CTOR: The number of clicks out of the number of emails opened. Measures how engaging is the content to the users who view it (expressed in %)
Unsubscribe
- Total Unsubscribe Clicks: Total number of unsubscribe (unique)
- Unsubscribe Rate: The number of unsubscribe clicks divided by the number of emails delivered (expressed in %)
Required attributes
- Campaign (string): Advertising campaign
- Date Sent (date): Reference date
- Nb Sent Emails (numeric): Number of sent emails
- Nb Delivered Emails (numeric): Number of delivered emails
- Unique Open (numeric): Number of opened emails
- Unique Clicks (numeric): Number of clicks
- Unsubscribes (numeric): Number of unsubscribes
Mapping
- Object “Email Engagement”→ Object API Name “ssot_EmailEngagement_dlm”
- Field name “Engagement Channel Action”→ Field API Name “ssot__EngagementChannelActionId__c”
- Field name “Engagement Date Time”→ Field API Name “ssot__EngagementDateTm__c”
- Object “Campaign”→ Object API Name “Campaign__dlm”
- Field name “Name”→ Field API Name “Name__c”
Getting Started Steps
- Ensure you have Tableau Desktop version 2020.4 or higher installed and it is licensed.
- Ensure the Tableau has been provisioned access to pull data from CDP. There is great documentation on how to do this on CDP’s Help site.
- Download the Tableau Workbook using the Download button in the upper right portion of this page.
- Double click to open the downloaded workbook. The workbook will have demo data when you first download it.
- Once you open the workbook, click on the Data Source tab in the lower left corner of the Tableau dashboard.
- Authenticate into your CDP account. Follow the instructions and log in to CDP for Tableau to establish a connection. Note: we recommend users to execute the queries in “Extract” mode. Extract creation against your CDP data might take some time depending on the data volume in your CDP.
- After refreshing data and/or creating an Extract, check and if necessary modify the following Tableau calculated fields to match your settings:
- Field name “Is Delivered Email?”
- Field name “Is Sent Email?”
- Field name “Is Unique Click?”
- Field name “Is Unique Open?”
- Field name “Is Unsubscribe?”
- The Accelerator shows data from the following CDP standard objects in Tableau when these objects are successfully populated with data in the CDP.
- Object “Campaign”→ Object API Name “Campaign__dlm”
- Object “Email Engagement”→ Object API Name “ssot_EmailEngagement_dlm”
- Object “Email Topic”→ Object API Name “ssot__EngagementTopic__dlm”
- The dashboard is now ready to be published to Tableau Cloud or Tableau Server.
Tech Specifications
Connection Type
Salesforce CDP