When you first open the Campaign or Email Dashboard in Insight, the metrics for your aggregate activities is displayed. These are very useful benchmarks, but what if you want to drill down in the reporting? You can! You might have noticed the drop-down menus at the bottom of the dashboard here:

 

InsightCampaignFields-01A.png

In this article, we’ll show you how to configure and use these selectors to segment your dashboards.

 

First, meet with your campaign stakeholders to determine the categories you want to use for your drill-down reports. Defaults are available in Eloqua for Region, Product, and Campaign Type, but you may want to use your own options.

 

With this list, navigate to Setup>Campaign Fields (requires Customer Administrator permissions). You’ll see the three default fields:

InsightCampaignFields-02.png

You’ll need to connect the default Select Lists for each (they have the same name as the Fields), or create your custom Select Lists. When done, your configuration might look like this, for example:

InsightCampaignFields-03.png

You’ll need to wait about 15 minutes or so before the next step. Navigate to your Campaign, and go to the Settings menu like so:

InsightCampaignFields-04.png

Toward the bottom of the Settings dialog, you’ll see those same Campaign Field options – pick the one that’s most applicable, like so:

InsightCampaignFields-05.png

You’ll need to wait a little while again for the updates to populate in your dashboards. Once completed, in your dashboards, you can check the appropriate Campaign Fields and quickly segment your reports like this:

InsightCampaignFields-06A.png

Once selected, all of the reports in that dashboard will only show results for those Campaigns flagged with that Field. Very cool!