A few things to note when it comes to Engagement History setup and reporting: • Engagement History is available in: Salesforce Professional, Enterprise, Performance, and Unlimited Editions with Pardot Growth, Plus, or Advanced Edition. • For users with Growth Edition, Engagement History can sync up to 90 days or 10 million rows of data, whichever comes first. For Plus Edition and above, users can sync up to 35 million rows or 3 years of historical data. To do this, customers must have B2B Marketing Analytics and the Prospect and Activity dataset enabled. • Engagement activities associated with Pardot assets will not count towards Salesforce storage limits. • Your Pardot edition also determines the number of user licences you have to assign. If you have Growth, you have 5 user licenses, for Plus editions you will have 10 and for Advanced, your edition includes 20. For a more detailed guide to setting up Engagement History, head to this blog. Term Meaning Lifecycle report Visitor An anonymous person who visits your website. The Pardot Lifecycle Report is a marketers dream when it comes to Prospect People you have identified and who are stored in reporting because it combines both marketing and sales reports. Pardot. As long as you have Salesforce configured and being used correctly, MQL - A prospect who has been nurtured in Pardot and Marketing deemed to have the ideal demographics and then you’ll benefit from some extremely useful statistics. This Qualified Lead behaviours of a potential customer. A prospect must includes a breakdown of visitor/prospect stage in the funnel, a be assigned to a sales user to have an MQL status in velocity chart showing the average transition time in each stage, the report. and a list of individual prospects in these stages. SQL - Sales SQLs are triggered when an MQL has an Opportunity Qualified Lead associated to them. The key to making us of the Lifecycle Report though, is understanding Won Deals An Opportunity that is marked as ‘won’ in Salesforce the terminology. Within the report you’ll find the following stages: will be fed back into Pardot so marketers can attribute ROI to campaigns. 18 marcloudconsulting.com