I'm stumped with a request and hoped some of you smart folks might have run into something like this before.
I work for a University that partners with 3rd party agents that sell leads for our online programs. We are supposed to reconcile the leads we accept from those vendor partners, versus those we do not, on a weekly basis. It's challenging to output a single list or spreadsheet and reconcile with vendors, because they sometimes send us multiple copies of the same lead for the same or different programs. Since Marketo's "single person" data architecture simply overwrites the previous data with the new, whenever we export a list (of campaign members, for instance) the person only ever shows once with their most recent inquiry information, even if they were submitted by the vendor multiple times.
The marketing manager in charge of this effort wants to be able to generate a daily list/spreadsheet of all inquiries (not person records, but individual inquiries) that looks something like this:
ABC Leads Reconciliation Report
Inquiry Date | Email Address | Marketo Person ID | Accepted Flag | Rejected Reason | Education Program
4/24/2019 | email@example.com | 3456789 | FALSE | Highest Level of Education does not match program requirements | MS Education
4/25/2019 | firstname.lastname@example.org | 3456789 | TRUE | Null | BS Education
In this simple example, the vendor inquired twice for me. On the 24th, "ABC Leads" submitted a request for a Masters in Education, but I don't have a bachelors so my lead was rejected. The same vendor submitted me again the next day for a bachelors program, and I was accepted. Even though its the same person, it's a different inquiry.
Some ideas we were tossing around:
My hope is that some of you know of an app or something that would allow us to write to an external table to store these point in time inquiries as they happen, and then pull results from that table as needed. Would like to avoid bringing BI in for this, because it slows things down and often over-complicates things.
Any thoughts from my fellow Champs and alumni?
This is a great article, but I'm not using a Marketo Form. The vendors are sending in leads via the API. We are running a series of smart campaigns to qualify them in Marketo. We need the webhook to fire subsequent to that activity. Can a webhook be sent directly to a Google Form or Google Sheet in a similar manner?
It's not linked to Filled Out Form. Anything you can trigger on (like an API Push Lead activity) can be used in the same manner to pass to a webhook.that in turn maintains an append-only (i.e. not overwritten) log of activities.