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Posted: Mon Dec 23, 2024 10:09 am
This will display the name of the asset a prospect engaged with, whether it be a form, list email, file, custom URL, priority page etc.
Another reason why a naming convention across your organisation is key!
We can show the total number of engagements per action, by adding them as additional bars.
Once you’ve formatted the query and added it to the dashboard you can use the filters to see how demographic data correlates with assets.
For example, if you’ve used Country’ as one of your filters, we can see which country has the largest engagement with content and which type has proven to be most popular.
3. Use queries limits to show the top 10 and make it easier for users.
This feature is available on all lenses, queries and datasets in the Analytics Studio, but I find it super beneficial to the Prospect and Activity dataset. Following on from the tip above, we can add any dutch cell phone number maximum limit to further filter the data shown (remember we can see up to 3 years of engagement history in this dataset).
Queries limits screenshot
Limiting the query to show the top 10 may be easier for users to get a high-level overview, and remember to use the filters above the data displayed!
For example, with no filters, you can see the top 10 Custom Redirects of the whole account over the past 3 years. But if you’ve added a global filter Industry’, you can display the top 10 assets prospects engaged with from that particular industry! Allowing you to get more and more knowledge on what content your customers are mostly driven to.
I hope these tips have got you thinking about how you can use this dataset in Tableau CRM Analytics Studio to assist with making your data-driven decisions. If you have any questions, or just want to let me know how you get on with the dataset send a message here.
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Chloe Prowse
Having worked with Salesforce products for 10+ years, Chloe is a certified consultant and marketing automation enthusiast with a varied background across martech, operations, and enterprise consulting. She loves meeting new people and sharing her knowledge to set them up for success, including matching MarCloud customers with the right service solutions. Passionate about ethical marketing, she'll find any excuse to talk about GDPR and compliance on the Salesforce platform.
More by Chloe Prowse
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Another reason why a naming convention across your organisation is key!
We can show the total number of engagements per action, by adding them as additional bars.
Once you’ve formatted the query and added it to the dashboard you can use the filters to see how demographic data correlates with assets.
For example, if you’ve used Country’ as one of your filters, we can see which country has the largest engagement with content and which type has proven to be most popular.
3. Use queries limits to show the top 10 and make it easier for users.
This feature is available on all lenses, queries and datasets in the Analytics Studio, but I find it super beneficial to the Prospect and Activity dataset. Following on from the tip above, we can add any dutch cell phone number maximum limit to further filter the data shown (remember we can see up to 3 years of engagement history in this dataset).
Queries limits screenshot
Limiting the query to show the top 10 may be easier for users to get a high-level overview, and remember to use the filters above the data displayed!
For example, with no filters, you can see the top 10 Custom Redirects of the whole account over the past 3 years. But if you’ve added a global filter Industry’, you can display the top 10 assets prospects engaged with from that particular industry! Allowing you to get more and more knowledge on what content your customers are mostly driven to.
I hope these tips have got you thinking about how you can use this dataset in Tableau CRM Analytics Studio to assist with making your data-driven decisions. If you have any questions, or just want to let me know how you get on with the dataset send a message here.
Share
Chloe Prowse
Having worked with Salesforce products for 10+ years, Chloe is a certified consultant and marketing automation enthusiast with a varied background across martech, operations, and enterprise consulting. She loves meeting new people and sharing her knowledge to set them up for success, including matching MarCloud customers with the right service solutions. Passionate about ethical marketing, she'll find any excuse to talk about GDPR and compliance on the Salesforce platform.
More by Chloe Prowse
Featured resour