Revenue Impact / Attribution

• The Revenue Impact Report

  The Revenue Impact report connects your marketing activity to actual booked revenue. It pulls data from your integrated CRM so you can see which lead sources, campaigns, and campaign types are turning into real deals -- not just clicks and opens. Why this matters: This is the report that answers the question leadership actually asks: which marketing programs are driving revenue? Getting the se...

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• Preparing to Create Your Marketing Funnels

  Creating marketing funnel reports in Act-On is straightforward. The harder part - and the part worth doing first - is deciding what you're actually trying to measure, so the funnel you build reflects your real sales and marketing process instead of a generic template. Why this matters: A funnel built without this groundwork tends to either mash together processes that shouldn't be compared, or...

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• Funnel Reporting FAQs

  Marketing funnels are a great way to model, visualize, and report on the flow of prospects through key conversions. As you create your funnel reports in Act-On, you may encounter some of the frequently asked questions below. Funnel Report Basics What is a marketing funnel? Marketing funnels give you a simple, yet powerful, analytics toolset to track your prospects' conversions along various mar...

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• Funnel Report Sections

  The funnel report shows you how contacts move through your marketing funnel — which stage each one is in, how they got there, and how much revenue is tied to that stage. It's where you go to check that your funnel definitions match reality and to pull numbers for pipeline reviews.Why this matters: A funnel report is only useful if you know how to read it. Comparing time periods, filtering by fi...

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• Editing a Running Funnel Report

  Marketing funnel reports don't have to be locked in once they're running. You can still fine-tune stage names, descriptions, and criteria after a funnel goes live, archive a funnel you no longer need, or copy one to reuse its structure for a new report. Why this matters: Funnel definitions rarely stay perfect on the first try. Being able to adjust stage names, descriptions, and criteria after a...

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• Creating and Initializing a Marketing Funnel

  Once your marketing-to-sales processes are reasonably well-articulated, you’re ready to start modeling your funnel(s). Follow the steps below to create a marketing funnel: Click Reports > Marketing Funnels. Click the + New Funnel drop-down menu. You will be given 3 options to create your funnel. The first two options are very easy to set up and get running. The third option for Start with a...

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• Creating Campaigns and Generating Campaign Reports

  Act-On campaigns can be created for reporting purposes. This feature allows you to create an aggregate report of all assets from Act-On based on your individual campaigns. Create a New Marketing Campaign Navigate to Automation > Campaigns. Click New Campaign. Enter campaign details: Name Description Calendar Color (to identify campaign messages in the Marketing Calendar) Click Add Content ...

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• Revenue Attribution Report Overview

  Use the Revenue Attribution Report to attribute closed/won revenues to your various marketing assets. The report lets you see which assets and marketing touchpoints had the greatest influence on revenue. The Revenue Attribution Report allows you to answer these reporting questions: Which assets influenced the most revenues and deals? Which Act-On campaigns influenced the most revenues and deal...

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