As referenced, please find all of the necessary links below. They are listed in order as mentioned in the Welcome video. Marketo Support Portal: https://nation.marketo.com/t5/Product-Blogs/How-to-Use-the-Support-Portal/ba-p/297884 Adobe Help Center: https://helpx.adobe.com/support.html Adobe Community: https://community.adobe.com/ Marketo Engage Support: https://nation.marketo.com/t5/Support/ct-p/Support Marketo Community (you're in it!): https://nation.marketo.com/ Magento Help Center: https://support.magento.com/ Adobe Status Page: https://status.adobe.com/
Adobe Digital Learning: https://learning.adobe.com/ Adobe How-Tos: https://experienceleague.adobe.com/#quick-how-tos Adobe Developer Docs: https://www.adobe.io/ Marketo University: https://nation.marketo.com/t5/Marketo-University/ct-p/marketo-university Marketo Product Docs: https://docs.marketo.com/ Marketo Developer Docs: https://developers.marketo.com/
Issue Even though the report and Smart List may be looking at exactly the same thing (e.g. an email sent to a specific group on a specific day), many times the numbers in the report do not match the results of the Smart List.
Solution Reports in Marketo like the Email Performance Report are returning results of activities that occurred in your instance, while Smart Lists return results of currently existing person records. When a person is deleted or merged, the activities associated with the person do not get pruned or purged.
So a Smart List that looks for opened email will return all the currently existing records who have that open activity but will not return results of deleted or merged records. Conversely, a report looking at the same thing will return all activities, even if the records no longer exist.
Issue How to pull out the stats on which devices emails are being opened on.
Solution In a Smart List, you can use the filter "Opened Email" and you have the constraints of "Is Mobile", "Device", "Platform", and "Browser" to choose from. You can build a Smart List for each device you are interested in reporting on.
Issue Is it possible to add Lead Partition/Workspace information in a custom Revenue Explorer reporting?
Solution RCE does not have the ability to segment reports by Lead Partition or Workspace. One possible workaround for leads is to create a custom field on a lead's record and populate it with the partition name. There is no such option, however, for assets in different workspaces.
Issue How to select specific campaign or program emails for your Email Link Performance report.
Solution Email Link Performance report can customized according to specific campaign or a program. In the report Setup tab, you can change the selected emails to the entire campaign folder, or even select individual emails.
Issue You are utilizing Forms on Marketo Landing Pages, and want to run reporting on these forms.
Solution Currently Marketo has reporting for Email assets and Landing Pages. We do not have the ability to report on Forms specifically.
One option would be to use Web Page reporting - this reported information would be limited to Marketo Pages with numbers of records who filled out the form, listed under "conversions." You could then create a Smart List to identify leads who have filled out these forms.
Issue How to view email opens and their time of activity per recipient?
Solution Generally, the date/time stamps on email opens by recipient can be retrieved via the results tab of a smart campaign. If the emails were sent via an email program, go into the Control Panel and click the View Results link in the Audience pane.
The other ways to get the activities and time by recepient is to:
1.) Create a smart list to find all leads that have opened the specified email and inspect each activity log
2.) Use the activities REST API
Issue The Results tab of a Smart Campaign with a filter for 'Send Email' is has more entries than the Send Email count on the Email Performance Report.
Solution Page through the results as some Send Email activities will be 'Skipped Lead/Person already used up Daily/Weekly communication limit.' Also, if some of the leads were sent the same email previously, outside the time frame of the report, they will not be included because they report only looks at the first time any given email was sent to a lead. Subsequent sends of the same email will not be included in the report.
Issue No data appears in the Email Performance Report (configured for a specific time frame) even though emails have been sent to the leads.
Solution The reason why the leads who were sent the email do not appear in the email performance report configured for a specific time frame is because the Sent Date filter is based on the first date that the email was sent to a given lead. Email Performance Peports only show data for the first time an email was sent. If you send the same email multiple times to the same leads, reports intended for later sends will not include leads who first received the email outside of the report's time frame.
Apart from that, it is also worth to check if the email performance report has any additional smart list filters that the leads may not qualify for.
Issue In the Landing Page Performance reports, what do the Conversion and New Name columns refer to?
Solution Conversions and Conversion % in the Landing Page Performance report reflect the number of times someone filled out a form. This conversion rate counts one per form fill-out.
New Names are leads that were converted by that landing page and who were previously either anonymous or did not exist in your lead database before filling out the form on a give landing page.
Issue In the report subscription, there is a link to the person in Marketo. Likewise, is it possible to add SFDC links for contacts/leads to report subscriptions?
Solution Currently, there is no option to include the link to the person in CRM in the report subscriptions.
Issue How do Revenue Cycle Explorer filters operate?
Solution RCE Filters operate in the following ways:
Select from a List (Includes, Excludes) -- This filter type within RCE will let you include or exclude preset values Match a specific string (Contains, Does not Contain) -- This filter type will let you enter a free form value such as Contains "We" to find statuses which may have Web in them. The not-contains would filter anyone who did not have "We" in the status.
On either filter you can select Multiple Values. Within the Match a Specific String function click on [+] and add another value option and this will then add additional string areas to use.
A example would be
Reg Regis Registered Registered - Web
As you can see you can match to one of many values!
Issue Email Link Performance report on the same email shows more clicks compared to clicks in the Email Performance Report.
Solution Email Performance Report clicks shows the total number of leads who has clicked any link in that email. This count is independent of any links and how many times a lead has clicked any link on that email.
Email Link Performance shows the number of unique people who clicked each link. It shows the number of leads who clicked that particular link. The same lead could’ve clicked another link. So in the total it would be counted as 2 leads in the report but in reality both are same leads.
This is the reason why you see Email Link Performance report shows more clicks compared to clicks in the Email Performance Report
Issue When you try to save a report in Revenue Explorer you experience the following error: "Unable to save your file. Please try again or contact your system administrator for assistance."
Solution In order to save a file in Revenue Explorer you need to to save it in either " My Dashboard " or " My Report ". RCE will not allow you to save files in the top-level folders.