Create Custom Field Groups Via the Field Organizer

Version 4

      Before you can enable custom field groups for reporting in the Model Performance Analysis (Leads) Area of Revenue Cycle Explorer, you must categorize standard   or custom fields (only applies to lead and company attributes) into groups for reporting via the Field Organizer in Marketo Lead Management.

      Here’s How Custom Grouping of Fields Works

      The Field Organizer is accessible from the Lead Database in Marketo Lead Management:

     

       Navigate to Lead Database > New > New Field Organizer.

      When you select a standard or custom field from the Field drop-down in the New Field Organizer dialog box, the system maps the Marketo Lead Management data   type associated with the field you want to group with one of three available editors in the Field Organizer: string, integer, or date.

     

     

     

       The next three sections describe how to create a custom field group for a string, integer, or date type. Refer to the appropriate section below.

      Create Custom Field Group – String Editor

     

       To create a custom field group using the Field Organizer string editor:

     

       1.       From Marketing Activities, click New and select New Field Organizer. The New Field Organizer dialog box displays.

       2.       Select a standard or custom field from the Field drop-down with a data type that maps to the string editor (see table in previous section).

                “Billing State” will be the field used in this example.

    3.       Click Create. The new custom group displays in the Lead Database tree represented as Field Name > Field Name Group

              (example: Billing State > Billing State Group).

              Since you are creating a custom group for a “string” field, the string editor displays in the Settings tab, which opens by default.

              All of the data values for the selected field populate in the canvas.

     

    4.       Double-click the notepad icon next to the new custom group name in the string editor to customize the name.

              For example, you might rename Billing State Group to Region. Type the desired new name in the modifiable text field and click away to auto-save.

    5.       By default, all data values are placed in the “Other” sub-group. To categorize the data values, click Add Group to create a sub-group

              and enter the name of the group in the modifiable text field that displays. You can add up to ten sub-groups to categorize the data values.

              Each sub-group that is created is assigned an ID number: 0, 1, 2, etc

     

    In this example, we will create Regional groups, such as Western (0), Eastern (1), and Southern (2).

    To delete a sub-group, simply click the red “X” next to the sub-group name. If there are any data values in the group, the data values will be moved to the default group of “Other.”

    6.       You can add data values to a sub-group in one of two ways:

     

              a.       Highlight a data value(s) in the canvas  and drag and drop the data value(s) into the appropriate sub-group, OR

              b.      Highlight a data value(s) in the canvas and enter the sub-group ID number on your keypad. This shortcut moves the data value(s)

                       into the appropriate sub-group

     

    To remove a data value from a sub-group, reassign the data value to the default group of “Other.”

    7.       Repeat the above step until all data values are assigned to the desired sub-groups as needed.

    8.       Use the filter option in the upper left corner directly above the canvas to select and view the data values in one of more sub-groups. The data values based on              your filter selection display in the canvas.

    Once the groups are defined, you can Enable the custom field group for reporting in Model Performance Analysis (Leads) via the Revenue Cycle Analytics tab in Marketo Lead Management.

    Create Custom Field Group – Integer Editor

    To create a custom field group using the Field Organizer integer editor:

    1.       From Marketing Activities, click New and select New Field Organizer. The New Field Organizer dialog box displays.

    2.       Select a standard or custom field from the Field drop-down with a data type that maps to the integer editor

              (see table in beginning of article). “Annual Revenue” will be the field used in this example.

    3.       Click Create. The new custom group displays in the Lead Database tree represented as Field Name > Field Name Group

              (example: Annual Revenue > Annual Revenue Group). Since you are creating a custom group for an “integer” field, the integer editor

              displays in the Settings tab, which opens by default.

    4.       Double-click the default custom group name above the integer editor to customize the name. For example, you might rename

              Annual Revenue Group to Annual Revenue by Size. Type the desired new name in the modifiable text field and click Save.

    The integer editor allows you create multiple sub-groups to define each sub-group by size. In this example, three groups will be created for

    Small, Medium, and Enterprise businesses.

     

    5.       To add your first group, enter a name in the Group Name field (example: Small) and enter a max value in the Group Range field (example: 200000).

     

    6.       Click Add Group. An empty group entry displays below the group just entered. You can add up to ten sub-groups to categorize the data values.

              Note that each Group Range entry builds upon the previous entry. If you leave the last Group Range entry blank for the last custom

              sub-group you create, a maximum data value is not set. The example below shows an entry for Small, Medium, and Enterprise businesses.

     

     

    To delete a sub-group, simply click the red X next to the sub-group name.

    7.       Once all the sub-groups are defined, return to the summary tab to view a summary of all sub-groups defined for that field.

    Once the groups are defined, you can Enable the custom field group for reporting in Model Performance Analysis (Leads) via the Revenue Cycle Analytics tab in Marketo Lead Management.

    Create Custom Field Group – Date Editor

    To create a custom field group using the Field Organizer date editor:

    1.       From Marketing Activities, click New and select New Field Organizer. The New Field Organizer dialog box displays.

    2.       Select a standard or custom field from the Field drop-down with a data type that maps to the date editor

              (see table in beginning of article). “Acquisition Date” will be the field used in this example.

    3.       Click Create. The new custom group displays in the Lead Database tree represented as Field Name > Field Name Group

              (example: Acquisition Date > Acquisition Date Group). Since you are creating a custom group for a “date” field, the date editor

              displays in the Settings tab, which opens by default.

    4.       Double-click the default custom group name above the date editor to customize the name. For example, you might rename

              Acquisition Date Group to Acquisition Date Categories. Type the desired new name in the modifiable text field and click Save.

    The date editor allows you create multiple sub-groups and define each sub-group by date. In this example, two groups will be created: Q1-11

    Leads and Q2-11 Leads.

     

    5.       To add your first group, enter a name in the Group Name field (example: Q1-11 Leads) and enter a date in the date field that represents

              the date the lead was acquired on or before (example: 3/31/2011 for that last day of Q1-11).

     

    6.       Click Add Group. An empty group entry displays below the group just entered. You can add up to ten sub-groups to categorize the data values.

              Note that each Group Range entry builds upon the previous entry. If you leave the last Group Range entry blank for the last custom sub-group you create,

              an end date value is not set. The example below shows an entry for Q1-11 Leads and Q2-11 Leads.

    To delete a sub-group, simply click the red X next to the sub-group name.

    7.       Once all the sub-groups are defined, return to the summary tab to view a summary of all sub-groups defined for that field.

    Once the groups are defined, you can Enable the custom field group for reporting in Model Performance Analysis (Leads) via the Revenue Cycle Analytics tab in Marketo Lead Management.