After completing any "Tactics" within the Goals of Advertising, you’ll see a new section appear on your Home Page titled “Running Campaigns”. This section can act as your command center for understanding the number of active campaigns on each channel, and where you need to go to understand their impact.
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Report |
Benefits |
Resources |
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Journey Stages |
Track the progression of the accounts in your Account Lists through their buying journey from unaware to deal closed won. |
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Salesforce reports |
Use out-of-the-box reports in Salesforce or customize your own. |
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HubSpot reports
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Create your own custom reports in HubSpot following these instructions. |
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Playbook Performance Details |
Understand account-based metrics such as accounts reached/visited/engaged, and the number of unique visitors/page views. |
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Campaign Performance Details |
Understand efficiency media metrics such as CPM, CTR, CPC. |
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Account-Based Advertising Report |
Understand account-based metrics across all of your advertising campaigns such as accounts reached, accounts visited, accounts engaged, number of unique visitors, unique page views, and influenced opportunities. |
Understand your Account-Based Advertising Report
Revenue Impact Report COMING SOON |
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Hot Accounts |
Identify uncaptured demand by exporting a list of in-market accounts you may not be engaging sorted by accounts not targeted, missing in your CRM, and without any sales activity. |
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Website Analytics |
Account-based view of your website activity within the RollWorks platform. |
