Automated email report with a list of new leads

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Anonymous
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Automated email report with a list of new leads

Hello,

I'm looking to automate a weekly list export. Currently, I'm going into a list and exporting new leads that were added in the last week. Is there a way to automate this so all new leads are captured and sent to me via email? Ideally in an Excel file.

Thanks for your help!

8 REPLIES 8
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Re: Automated email report with a list of new leads

There is no way to have the excel file attached. But, we do have the "Subscribe to Smart List" feature, which will allow you to setup a Smart List that will email you a link to access the data every week. It will still require you to click the link and then download the data, though.

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Anonymous
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Re: Automated email report with a list of new leads

Hi Justin,

Is there documentation on how to set this up?

Thanks!

Sam

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Re: Automated email report with a list of new leads

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Re: Automated email report with a list of new leads

Hi Sam Lee

Follow these steps:

1) Create a Smart List with the specifications you need. I chose a simple "Lead Created in past 7 days" filter.Screen Shot 2015-12-10 at 4.04.11 PM.png

2) Create a subscription to this Smart List

Screen Shot 2015-12-10 at 4.04.39 PM.png

3) Select your cadence and subscription preferences.

Screen Shot 2015-12-10 at 4.05.22 PM.png

4) You can modify the list of fields you'd like in the report. The report will have sample leads as well as the exported CSV.

Screen Shot 2015-12-10 at 4.05.45 PM.png

Just make sure you've updated your preferences in the Admin panel that allow your profile and the others you want receiving this subscription to be able to access exported data.

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Anonymous
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Re: Automated email report with a list of new leads

Hi Sam,

How big is this issue for you? This can be done by some custom work.

Rajesh

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Re: Automated email report with a list of new leads

Why would you need to create custom work for this? All the features needed are already in Marketo.

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Anonymous
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Re: Automated email report with a list of new leads

To send the file as an Excel attachment with the email

Rajesh

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Level 10 - Champion Alumni

Re: Automated email report with a list of new leads

Use a smart list + subscribe to smart list:

Lead Was Created in Past 7 Days

or add the subscription to your existing list.