Revenue Impact / Attribution

• The Revenue Impact Report

  The Revenue Impact report can help you track the leads and booked deals that were generated from your marketing efforts in Act-On. You can track key KPIs and data including Lead Source, Opportunities, Campaign, and Campaign Type. To access the reports, navigate to Reports > Revenue Impact. You can set a reporting period from our new date picker in the upper left; choose from the previous month,...

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• Preparing to Create Your Marketing Funnels

  Creating marketing funnel reports in Act-On is very easy. However, an important piece of the equation is to ensure that you identify your key components within the funnel, and what you're trying to report. Prior to building your marketing funnels, it's very important to review the following questions and how you respond to them: Do you have multiple marketing processes? What are they?   For e...

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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

  Learn to navigate the funnel report view Identify the various options available in the funnel report view. View the Act-On marketing funnel reports that are running or archived by clicking the funnel name in the Funnels listing, or by hovering over the funnel and clicking Report from the drop-down menu. You can navigate around and view the funnel report for the chosen time period, compare with...

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• Editing a Running Funnel Report

  Once your Act-On marketing funnel reports are running, you have the ability to edit and customize the stages even further. Follow the steps below to edit your funnel report(s): Hover over Reports, click Marketing Funnels. Hover over the appropriate funnel, and click the green down-arrow. Click Edit. After the funnel is activated, you can edit some of its elements but not others. Any modificat...

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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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