Event marketing is a fantastic way to connect with your audience, build brand awareness, and generate leads. However, managing event marketing activities can take time and effort. That’s where Account Engagement can help — in more ways than you probably thought!

Salesforce Marketing Cloud Account Engagement (f.k.a. Pardot) can streamline your event marketing efforts from initial promotions and registrations to post-event follow-up and nurturing. In this post, we’ll explore how you can use Account Engagement for event marketing to ensure a seamless and impactful experience. We’ll show you which out-of-the-box tool(s) we recommend using at what time during the event process so you can maximize your efforts.

Using Account Engagement for Event Marketing: Planning and Promotion

A marketing event is only as good as the planning that goes into it. Ensuring you have your campaigns and other assets created in advance with a clear goal and structure in mind will dramatically improve the organization of your initiatives and enable consistent reporting down the road.

Here’s how to do that.

Set Up Your Event in Account Engagement (Pardot)

If you’re using Connected Campaigns, start by creating a campaign (or hierarchy of campaigns) in Salesforce for your event. This will help you track all marketing activities and ROI related to the event. You’ll then associate all your event assets (emails, landing pages, forms) with these campaigns later.

If you’re not using Connected Campaigns, then we highly recommend you read this blog post to understand the advantages of Connected Campaigns and how to enable the feature. Then, reach out to Sercante if you’re unsure of your next steps.

Create Your Campaign Structure

These are the steps to create your campaign structure:

1. Navigate to Campaigns and click on + Add Campaign.
   • Name your campaign using your organization’s standard naming conventions.
   • Set default and/or custom fields, like cost, start/end date, and type.
     • If it is a child campaign, select the appropriate parent to create your hierarchy
   • Ensure your campaign is marked “Active” so it can sync with Account Engagement via Connected Campaigns.

Design Event Registration Forms

Now it’s time to design your forms to collect attendee information such as name, email, job title, and company.

1. Under Content  > Forms, click + Add Form.
   • Ensure your form includes fields that are crucial for segmenting and personalizing follow-up communications.

Develop Event-Specific Landing Pages

Create engaging landing pages to capture registrations. These pages should highlight the event’s benefits, speakers, and agenda, and include a clear call-to-action (CTA).

1. Navigate to Content  > Landing Pages and click on + Add Landing Page.
   • Choose a layout template that fits your event’s branding.
   • Customize the page with relevant content and images.
   • When prompted, select the form you created in the previous step.

Promoting Your Event

Develop Email Marketing Campaigns

After all, Account Engagement is an email marketing platform! Let’s use that core functionality to promote our event. Next, you’ll create a series of emails to promote your event. 

Your campaign will include some form of the following emails:

• Invitations
• Reminders
• Last-chance registration prompts
• Follow-up correspondence with attendees

Some emails may be used as List Emails, while others may be automated sends using email templates.

I always recommend my clients have a comprehensive, universal email template on hand in their org. What I mean by that is a repeatable template that has lots of different sections for all types of emails. You’d clone this template, remove the sections you don’t need, and save.

On the right is an example of a Sercante Ultimate Email Template the team built for The Spot. It’s a common request our clients bring to us, so drop us a message if you don’t have a universal email template and want to get one.

Sending One-Off List Emails

If you’re sending a one-off List Email, follow these basic steps:

1. Navigate to Account Engagement Email > List Emails and choose one of your published Email Templates.
   • Modify your sections accordingly, while keeping consistent branding.
   • Craft compelling subject lines and body content that convey the value of attending your event.
   • Include a call to action, depending on the needs of the event.
   • Make sure to always test before you schedule or send your emails. There’s a handy QA checklist in this blog post so you can hit the send button confidently.

Segmentation and Targeting

Use Account Engagement’s segmentation features to target specific audience groups with tailored messages.

1. Go to Prospects > Segmentation Lists and create lists based on criteria such as past event attendance, industry, or engagement level.
   • Use dynamic lists for criteria-based segmentation (i.e. location, job title, CRM status).
   • Use static lists for manual segmentation (i.e. adding individual prospects to an invitation list).

Want to go a step further? Use social media connectors

Tap Account Engagement’s social posting capabilities to promote your event on LinkedIn, Twitter, and Facebook.  You’ll need to set up your social media connectors under Account Engagement Settings > Connectors and log in to connect your social media accounts with Account Engagement. 

Under Content > Social, you can create, manage, and schedule social posts. To complete the circle, you can insert CTAs in your posts that link back to your event landing page.

Managing Marketing Event Registrations with Account Engagement

Tracking Registrations

Forms

Use Forms to ensure all data flows into Account Engagement seamlessly. There’s a handy form style generator here you can use to customize your forms to match your branding.

1. Navigate to Content > Forms and click + Add Form (or clone one you already have!)
   • Map your fields to capture all necessary registration information.
   • Ensure you customize your Completion Actions for autoresponders, assignments, campaign membership, etc.

Automation Rules for Registration Management

If Completion Actions don’t offer the functionality you’re looking for, consider creating Automation Rules to manage registrants. 

Automation Rules allow you to automate actions such as adding them to a list, sending confirmation emails, or notifying your sales team when hot prospects or accounts are actively engaging.

1. Go to Automations > Automation Rules and click + Add Automation Rule.
   • Set criteria (i.e. form completion) and corresponding actions (ie. add to list, send email, update campaign member status).
   • Once you’re ready to run it, make sure you “unpause” the automation rule.

Confirmation and Reminder Emails

For this, we highly recommend using Account Engagement’s automated nurture engine: Engagement Studio. This powerful tool comes out of the box with all MCAE editions.

Under Automations > Engagement Studio, you can create intelligent nurture programs to automate follow-up, update records and act immediately on interactions with your prospects.

Sending Confirmation Emails

Ensure that every registrant receives an immediate confirmation email with event details. 

Reminder Emails

Schedule reminder emails leading up to the event to keep registrants engaged and reduce no-shows. Create a series of reminders — starting a week before the event, a day before, and a few hours before the start.

Event Marketing Doesn’t End There. Keep it Going!

You’ve made it to the day of your event! While your pre-event promotion is over, and your email invitations and reminders have all been sent, you can still use Account Engagement to engage with your prospects during and after the event, and throughout the sales process.

During the Event

Engaging Attendees with Personalized Content

Use Account Engagement’s dynamic content features to personalize the content displayed to attendees based on their profiles. 

1. Navigate to Content > Dynamic Content and create content blocks that change based on prospect data (i.e. industry, job title, location).

Real-Time Data Collection

Use Account Engagement’s tracking capabilities to monitor attendee interactions during the event, such as session attendance and engagement with event content. You can also implement tracking codes on event-related pages and materials to capture real-time data.

Feedback Forms

Create and send feedback forms immediately after each session to gather attendee insights and improve future events. This is a crucial step that will help your team continuously improve and build stronger relationships with your audience.

Post-Event Follow-Up

Analyzing Event Performance

Generating Reports

Use Account Engagement’s reporting features to analyze event performance, including registration numbers, attendance rates, and engagement metrics.

1. Navigate to Account Engagement Reports to view detailed reports on your event’s asset performance (forms, landing pages, emails, etc.).
2. You can filter and export data, or use other tools like Salesforce Lightning Reports or B2B Marketing Analytics for more advanced reporting and data visualization.

ROI Analysis

Calculate the ROI of your event by comparing the costs associated with the event to the revenue generated from leads and opportunities. 

1. Use Account Engagement’s ROI reporting tools under Reports > Marketing Assets.

Nurturing Leads

Follow-Up Emails

Create a series of follow-up emails to thank attendees, share event highlights, and provide additional resources. Use Engagement Studio to automate these follow-up emails for timely and relevant communication.

Lead Scoring and Grading

Update lead scoring and grading models based on attendees’ behaviors during the event.

• Go to Account Engagement Settings > Scoring to adjust scoring rules, and use this updated data to prioritize leads for sales follow-up.

Re-Engaging Non-Attendees

Post-Event Outreach

Don’t forget about those who registered but didn’t attend. Reach out with recorded sessions, summaries, and key takeaways to keep them engaged. Use segmentation lists to identify non-attendees and create a specific follow-up campaign for them.

Surveys and Feedback

Send a survey to non-attendees to understand why they couldn’t attend and gather insights to improve future events. 

1. Use Forms to create and distribute these surveys, and analyze responses to enhance your event strategy.

Planning Future Events

Reviewing Your Feedback

Incorporate feedback from attendees and non-attendees into your planning for future events to continuously improve the experience. 

1. Use Account Engagement Reports > Forms to analyze the feedback forms you’ve sent after previous events, and make data-driven decisions and adjustments to your approach.

Early Bird Promotions

Start promoting your next event early with exclusive offers and early bird discounts to previous attendees. 

1. Use Account Engagement Email to create and send promotional emails, and leverage Dynamic Content for personalized offers.

Now you’re an Account Engagement event marketing pro!

Using Account Engagement’s powerful features and capabilities, you can streamline every aspect of your event marketing activities, from initial planning and promotion to post-event follow-up and long-term nurturing. This ensures a seamless and impactful event experience and maximizes your marketing ROI and strengthens your relationships with prospects and customers.

Utilizing Account Engagement for event marketing can lead to more organized, efficient, and successful events, ultimately driving more meaningful interactions with your customers.

Wanna take a deeper dive into event marketing with Salesforce? Check out this blog post, 5 Event Marketing Best Practices To Implement For Your Next Campaign, which is a roundup of insights from seasoned event marketing professionals.

Original article: Using Account Engagement for Event Marketing: From Planning to Follow-Up

©2025 The Spot. All Rights Reserved.

The post Using Account Engagement for Event Marketing: From Planning to Follow-Up appeared first on The Spot.

Looking for a way to view your Marketing Cloud Account Engagement (Pardot) data within Salesforce? Not fully satisfied with data you’re able to view in the Account Engagement Reports? Well, you’re not alone. This is a comprehensive guide to B2B Marketing Analytics — what it is, what you’ll get out-of-the-box, and how you use the B2BMA dashboards.

What is B2B Marketing Analytics?

B2B Marketing Analytics (B2BMA) is a CRM Analytics App designed specially for B2B Marketers. It uses your Salesforce-Account Engagement connector to package up and display your Account Engagement data and enables several datasets to help you assess your sales and marketing performance. B2BMA comes out-of-the-box with default dashboards intended for various stakeholders on your team.

If you’re trying to view Account Engagement data within Salesforce, B2BMA should be your primary tool. It offers a wide range of data that can significantly improve your visibility into the ROI of your marketing campaigns, combining both marketing and sales pipeline data.

Key terminology within B2BMA

Dataset

Datasets are simply sets of source data (like an Excel table). These datasets are formatted and optimized for interactive exploration. 

Note: With B2BMA Plus (a feature available with an upgrade) you can actually control how frequently the data syncs between Account Engagement and Salesforce.

One example of a dataset may be your Account Engagement Prospects (see screenshot below).

Lens

A particular view into a dataset’s data (like a query). Use a lens to visualize your data and perform exploratory analysis. 

You’ll get these four lenses out-of-the-box:

• Pipeline Deals
• Campaigns (Pardot Campaigns)
• Lead Sources
• Lifecycle Snapshot

Navigation: CRM Analytics App  > All Items > Lenses

Example: Revenue by Campaign Type (see screenshot below)

Filter

Filters are used to narrow down results. Standard filters vary by dashboard. Keep in mind, you can add filters to a dashboard, but they may not filter all lenses within the dashboard. Some filters may also require customization.

Example: See all email engagement in a fiscal year

Dashboard

A Dashboard in B2BMA is a curated set of charts, metrics, and tables based on the filtered data from one or more lenses. These are typically designed to be used by a specific audience (e.g. Marketing & Sales Leadership). You’ll get these five dashboards out-of-the-box:

Navigation: CRM Analytics App  > All Items > Dashboards

Pipeline Dashboard

Offers you a view of your sales funnel from Visitor to Prospect to Opportunity (Won/Lost). You’ll see the following metrics:

• Visitors
• Prospects
• Marketing Qualified Leads (MQLs)
• Opportunities (Open and Closed)
• Velocity metrics

Engagement Dashboard

Offers a comprehensive view of your Account Engagement assets (think: forms, landing pages, emails, etc.) and how they’re performing and influencing your pipeline. You’ll see engagement metrics (opens, clicks, CTR, submissions, submission rate, etc.)

Marketing Manager

This is a combination of the previous two dashboards (Pipeline + Engagement) allowing you to see the overall performance and influence of your campaigns. You’ll see the following metrics:

• Marketing Asset Engagement
• Pipeline Deals
• Revenue per Campaign

Account-Based Marketing

You’ve likely heard of ABM before — but did you know there was a B2BMA dashboard built specifically for that purpose? 

This dashboard monitors your ABM campaign performance and helps you take a deeper look at how Contacts and Opportunities from a specific Account are engaging with your marketing assets. You’ll see the following metrics:

• Account details
• Pipeline by Account
• Revenue win percentage
• Stage value by Account

Multi-Touch Attribution Dashboard

This dashboard shows you how influential each of your marketing campaigns are during each stage of the sales lifecycle. It offers you three different attribution models to choose from: First Touch, Last Touch, and Even Distribution.

Within this dashboard, you’ll see these metrics:

• Revenue
• Total Value
• Cost
• ROI
• Top Campaigns
• Revenue by Channel

Example: Multi-Touch Attribution Dashboard with Even Distribution (see screenshot below)

App

A CRM Analytics (B2BMA) App contains dashboards, lenses, and datasets in any combination that makes sense for sharing your data analysis with colleagues. Apps are like folders — they let you organize your data projects and control sharing across your team.

The included apps depend on your specific licenses. 

Navigation: CRM Analytics App > All Items > Apps

Template

A Template is a framework for analytics apps that comes preset with KPIs and data visualizations. 

Navigation: CRM Analytics > “Create” > “App”

Functional terminology

Faceting

When Faceting within a dashboard, you can select part of a graphic, and the rest of the metrics on the dashboard filter by that selection.

Example: In “Revenue Share by Campaign Type”, click on “Web Marketing”

The dashboard will update to show to “Web Marketing” Salesforce Campaigns

Data Flow

A Data Flow is a process that combines and summarizes several objects into datasets.

Examples: 

• Connecting your Opportunities to your Accounts
• Modifying or creating datasets requires customization

Navigation: CRM Analytics > Data Manager > Data Flows & Recipes > Data Flows

Metric

A Metric is a quantitative value, such as revenue or exchange rate. You can “do math” on measures.

Example: Calculating total revenue

Dimension

A Dimension is a qualitative value that’s useful for grouping and filtering your data.

Example: Region, product name, model number, or Opportunity Status

Group

A Group is a collection of data based on a specific dimension.

Example: Product name or account.

Access and navigation within B2BMA

How do I get a license?

Access to B2B Marketing Analytics is dictated by the number of licenses you have. To check your licenses, go to Setup > “Company Information” via the Quick Find box > Scroll down to “Permission Set Licenses” and look for “B2B Marketing Analytics”.

Where do I find it?

Access the Analytics Studio App by clicking the App Launcher and typing in “Analytics Studio.” Select “All Items” in the sidebar under “Browse,” then click “B2BMA Analytics” under “Apps.” Open the default dashboards and start exploring them

How to navigate B2BMA

Considerations for default B2BMA dashboards

The default dashboards are designed for a general audience, so they may need to be customized to suit your organization 

We don’t recommend editing or saving over the default dashboards. Instead, make a copy of the dashboard by clicking the “Clone in New Tab” option. Salesforce makes regular updates to the default dashboards, which will overwrite any changes you have made (only when you choose to “reconfigure” the app).

Reach out to Sercante with any questions regarding B2BMA customization capabilities.

Exploring and sharing B2BMA dashboards and datasets

Within B2BMA, you can dive deep into the data using “Explore” functionality, viewing different lenses and reviewing the datasets, fields and filters. You can also share dashboards, giving access to critical team members, post the dashboards to feeds, export them or download them.

Exploring

Want to know more about the data behind the chart? Click “Explore” to open a copy of the lens and review the datasets, fields, and filters. You can switch the visualization to a table view

Note: Not all filters will be shown here – click the “query mode” button to see all details

Sharing

Clicking the “Share” button at the dashboard level gives you:

• Give access – Showing who has access to the dashboard
• Post to a Chatter feed
• Export to quip
• Get URL – only users with access to the dashboard can view the link
• Download – download an image of the full dashboard

Clicking the “Share” button at the lens level gives you:

• Post to a Chatter feed
• Export to quip
• Download – download an image of the full dashboard or a CSV/Excel file

Adding to Lightning Pages:

• You can embed your B2BMA dashboards in Lightning Record Pages in SFDC
  • Use the “Tableau CRM Dashboard” component
• Only users with the B2B Marketing Analytics permission set assigned will be able to view the embedded dashboard

Ok – I understand everything else. Now how do I make updates to B2BMA?

B2BMA updates become available on the regular SFDC release schedule.

How do I know if there’s an update?

• If an update is available, you’ll see the “Reconfigure app” option when you open the B2B Marketing Analytics app
  • Click “Reconfigure app” and go through the steps to update
• The updates aren’t required – you don’t have to do them if you don’t want to
  • Click the info icon to see what new features are available so you can determine if it’s worth upgrading

Engagement History Dashboards

Engagement History Dashboards looks at your various marketing assets (forms, landing pages, emails, etc.) and how they are performing. They also look at how they contribute to your opportunity and sales pipeline.  

Engagement History Dashboards are powered by CRM Analytics. 

They allow you to:

• Visualize engagement data on a variety of records
• Show slightly different data based on the object (e.g. Opportunities, etc.)
• Filter to show data relevant to the specific record that’s being viewed

What does this look like on the Account object?

On a given Account, click the “Engagement” tab to see the most active Contacts and the Campaigns they’re engaging with. Use the filters to apply a date range, choose an asset type, etc.

Engagement History Dashboards on Page Layouts

At this point, you’ve probably added Engagement History Dashboards to these Page Layouts:

• Campaigns
• Accounts
• Contacts
• Opportunities

Only users that have been assigned the “Analytics View Only Embedded App” permission set can see these dashboards. Your Account Engagement edition determines how many licenses are available.

Considerations for Engagement History Dashboards

Here are a few things you should keep in mind about these dashboards:

• The “Analytics View Only Embedded App” gives users access to Engagement History Dashboards, but not Analytics Studio/B2B Marketing Analytics
  • We recommend assigning this permission set to your Sales & Marketing leads
• Engagement History Dashboards aren’t supported in Internet Explorer 11
• Dashboards embedded on Leads, Contacts, or Person Accounts can only show data for one Business Unit at a time (delete if your client doesn’t have multiple MCAE BUs)
• The Opportunity dashboard relies on Opportunity Contact Roles and dates
  • If data is missing from the Opportunity dashboard, it’s usually because no Opportunity Contact Roles are assigned
• For emails sent through Engagement Studio, the Account Engagement Engagement History dataset includes send data only for programs that were created after December 14, 2018

Learn more about B2B Marketing Analytics

B2BMA is an incredibly valuable CRM analytics tool to help improve your visibility into your marketing and sales data, including many out-of-the-box dashboards built for a variety of stakeholders in your business.

Here at Sercante, we’re a huge fan of the Salesforce Trailblazer community. We highly recommend bookmarking the B2B Marketing Analytics Implementation Guide – a comprehensive resource that includes dataset information, field definitions, etc.

You should also check out these blog posts to learn more about B2BMA and what it can do for you:

• Demystifying Pardot B2B Marketing Analytics Plus
• Using Pardot B2BMA as a Data Audit Tool
• Recipe for success: Pardot B2BMA columns to rows

Have any B2BMA roadblocks you’re looking to solve? Reach out to the team at Sercante or tell us about it in the comments.

Original article: The Essential Guide to B2BMA Dashboards (with Screenshots)

©2025 The Spot. All Rights Reserved.

The post The Essential Guide to B2BMA Dashboards (with Screenshots) appeared first on The Spot.