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How to measure the ROI of your Mutiny Experiences in Salesforce
How to measure the ROI of your Mutiny Experiences in Salesforce

This article provides some sample reports you can build in Salesforce to better understand the value of your Mutiny Experiences.

Updated over a week ago

Note: This article requires that you’ve set up your Salesforce integration for attribution and reporting. More information on this here.

There are several reports you can create in Salesforce to help you see the value of your Mutiny experiences and report on your campaign attribution. In this article, we’ll show you the several reports that you may want to run in Salesforce and how to use them to understand the ROI of your experiences in Mutiny. Your specific Salesforce setup may differ slightly from what you see here and we always recommend you create reports that make the most sense for your setup. The reports we’ll look at are:

  • Leads Who Have Seen a Mutiny Experience: Leads that saw a personalized experience at any point while they were a Lead, grouped by Mutiny Segment and Experience

  • Contacts Who Have Seen a Mutiny Experience: Contacts that saw a personalized experience at any point while they were a Lead, grouped by Mutiny Segment and Experience

  • Pipeline Influenced by Mutiny: Opportunities where an associated contact saw a personalized experience at any point while the opportunity was open

  • Revenue Influenced by Mutiny: Opportunities where an associated contact saw a personalized experience prior to the opportunity being created

1. Leads who have seen a Mutiny Experience

This report will show you information about which of your leads have seen a Mutiny experience, grouped by Mutiny segment and experience. To get started, you’ll want to create a new report in Salesforce by selecting the report “Campaigns with Leads” report type.

Once you’re in your new report, you’ll need to set some filters to show only those leads that have had Mutiny experience impressions.

Set your filters to:

  • Show me: All campaigns

  • Filter by: Campaign name contains Mutiny

  • Filter by: Campaign Member Status = Responded (by default, this would map to a user that saw a personalized experience, but you may have changed this value when setting up your integration. More information here.)

  • [Optional] Filter by: Mutiny Converted = True (this will limit results to Leads who converted after seeing a Mutiny experience)

Group by (in this order):

  • Mutiny Segment Name

  • Mutiny Campaign name

Additionally, we've added these columns to our reports here at Mutiny which might be helpful to you as well:

  • Name

  • Title

  • Company

  • Email

  • First personalized impression

  • Total Personalized Impressions

  • Mutiny Converted

  • Mutiny Conversions

2. Contacts who have seen a Mutiny Experience

Similar to the above report, you may want to understand the Contacts (vs Leads) who have seen a Mutiny experience. To see this information, follow the exact same instructions as report #1, but using a report type of “Campaigns with Contacts".

3. Pipeline influenced by Mutiny

This report will calculate the revenue associated with any opportunities where any contact associated with the opportunity has seen a personalized experience through Mutiny, group by Mutiny Segment and Experience. To get started, you’ll want to create a new report in Salesforce by selecting the report “Campaigns with Leads and Converted Lead Information”.

Once you’re in your new report, you’ll need to set some filters to show only those leads that have had Mutiny experience impressions.

Set your filters to:

  • Show me: All campaigns

  • Filter by: Campaign name contains Mutiny

  • Filter by: Campaign Member Status = Responded (by default, this would map to a user that saw a personalized experience, but you may have changed this value when setting up your integration. More information here.)

  • [Optional] Filter by: Mutiny converted = True (this will only count Leads who converted after seeing a Mutiny experience)

Group by (in this order):

  • Mutiny Segment name

  • Mutiny Campaign name

Additionally, we've added these columns to our reports here at Mutiny which might be helpful to you as well:

  • Opportunity Name

  • Opportunity Amount

When you run the report, you will see the number of opportunities and the opportunity amount associated with anyone who saw Mutiny’s experiences, grouped by Mutiny Segment and Experience. You can add a pie chart to visualize this report.

4. Revenue influenced by Mutiny

Similar to the above report, you may want to understand the revenue associated with closed won opportunities where any contact associated with the opportunity has seen a personalized experience through Mutiny. To see this information, follow the exact same instructions as report #3, but add a filter for:

  • “Is won” = true


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