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How to measure individual Pardot email link clicks in Salesforce

Pardot-Salesforce Integration, Reporting, Tips & Tricks Leave a comment

Here’s a weird solution to an uncommon use case involving Account Engagement (Pardot)!

Let’s say you need to send an email and want to be able to have reporting on each of the links that are clicked on in the email. That’s not unusual.

It becomes trickier when you want to do this without using UTMs or Custom Redirects/Tracking Links.

MCAE provides link reporting in the List Email reports. You can see it on each email. Unfortunately, that link-level engagement reporting does not exist on the List Email reports you can build in Salesforce.

The individual links are tough to report on if they aren’t Tracking Links/Custom Redirects. What is easier to do is report on how many of the links in the email that a recipient clicked on. Since you aren’t using Custom Redirects, an Automation Rule wouldn’t help here.

But this is a great use case for Engagement Studio!

Instead of sending a list email, send the email out of engagement studio. This approach allows you to trigger actions on every URL in an email. You could use the campaign member object to determine how many links a prospect clicked.

For example:

Send the email via engagement studio. Create custom member statuses on the campaign.

Clicked 1 CTA Link
Clicked 2 CTA Links
Clicked 3 CTA Links

In the engagement studio on the email, set the Listen step to clicked one link. If yes, set status to Clicked 1 Link. On the same Yes path, create another Trigger step. If they clicked another link in the email, update the campaign member status to Clicked 2 Links. Repeat this for however many links are in the email.

In an email with more than one CTA, this will enable you to determine how many of them a specific Lead or Contact clicked in the specific email.

Ben LaMothe
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