Build a Lead Performance Report with Mobile Platform Columns

Version 12

    Follow these steps to create a lead performance report with mobile platform (iOS/Android) columns:

    Learn how to:

    • Create Mobile Smart Lists
    • Create a Lead Performance Report
    • Add Mobile Smart Lists as Columns

    Create Mobile Smart Lists

    1.1   Under Marketing Activities, select a program.
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    1.2   Under New, click New Local Asset.
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    1.3   Click Smart List.
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    1.4   Enter a Name and click CREATE.
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    1.5   Find and drag the Opened Email filter into the canvas.
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    1.6   Set Email to is any.
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    1.7   Add the Platform constraint.

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    We used the Opened Email filter in this example, you can also use the Clicked Email filter as it has the Platform constraint.

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    1.8   Set Platform to iOS.

     

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    At least one lead must have opened one of your emails on an iOS device in order for the autosuggest to find it. If it does not, you can manually type it in and save.