Want to know more about where to see your Marketing Metrics in Bullhorn CRM from your Marketing Automation software?
Great! Well, here's the right article for you!
<FC from alvin>
This is how it works as best practice:
1. In Bullhorn, place the records inside your Tearsheet. This Tearsheet will be specified in Step 1 of the Sync Profile. Contact/Lead/Candidate>Select an Action>Manage Tearsheets
Now that the Tearsheet is successfully created, you can also use an existing Tearsheet based on your preference.
2. In Step 1 of the Sync Profile, select the specific Bullhorn Tearsheet(s). These Tearsheet(s) will be created as separate Email Lists/Groups under your specified Master List/Audience then enable the Sync Campaign Responses option.
3. Once the sync is done, the records are now in your Marketing Automation as List(s)/Group(s).
Create a Campaign in your Marketing Automation software and make sure that the recipient is your Main List/Audience or the List(s)/Group(s) under your specified Main List/Audience.
Run the Campaign.
4. After the sync is done, the Campaign Response Marketing Metrics will now be reflected under the Contact/Lead/Candidate Notes as seen in the screenshot below:
Need more help? Feel free to reach back out to us thru our 24/7 Support team if you have more questions.