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!
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 Main/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:
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