Send batch report of event registrations each day

[Anonymous]

We have a lot of seminars run by account managers. Our account managers don't have access to Marketo, but would like to receive a daily email with an excel sheet of registrants.

The Marketo Events app is our workaround for now, but they're limited to only viewing registrations one week in advance and would prefer an email with this information instead.

[Anonymous]

Hi Kim,

You should be able to set up a program report that lists all registrants and then have that emailed out daily to the sales people you add to the list distribution. Once the event was over, you'd likely have to delete the subscription to stop it going out.

Hope that helps.

Mary

[Anonymous]

I agree with Mary, the report subscription should meet the requirements.  No need ot wait an idea to be implemented.

[Amber_Hobson]

Doesn't the report subscription only give you numbers? If her account managers are anything like mine, they want the actual details sent to them rather than just a number. What we do is have a smart list set up to pull registrants for them, but I have to manually export it every day to send out to them. I know there is an idea somewhere about allowing smart lists to be subscribed to, but until that happens, this is my workaround for this type of thing.

[Anonymous]

Thanks for your messages. Amber is right, our account managers need to see the details of who has registered and not just a number. They often call registrants to confirm they will attend prior to the event.

I am doing this manually now too and it's time consuming when you have 5 or more seminars running at a time, in addition to everything else you have to do!

[Anonymous]

https://community.marketo.com/MarketoIdeaDetail?id=08750000000HAX9AAO

Vote up Subscribe to Smart List. 🙂

[Amy_Lepre]

Too bad Cheryl said just this week that we won't be seeing this feature in 2014. Disappointing.

[Anonymous]

Having the registration list sent to a list of recipients prior to the event, or even the day of the event would be very helpful not only for reminders, and venue prep (ordering food, etc) but also for taking attendance as well.

[Anonymous]

Hi,

See example Program Membership Analysis report created in Revenue Explorer below.  This report can be configured as a subscription.



TJ

[Anonymous]

Hi TJ,
Can you use that report if Marketo is not hooked up to your CRM? Could you please provide more info on setting up that report?
Thanks.

[Anonymous]

Hi Kim,

That is correct.  You don't need a CRM to create this report.  The data for the Program Membership Analysis report is based on Marketo Programs and Leads DB data.  Here are some additional examples with step-by-step instructions:

1. Build a Program Membership Analysis Report that Shows You Program Status Details - https://community.marketo.com/MarketoResource?id=kA650000000GxMzCAK
2. Build a Program Membership Analysis Report that Shows You Success Timeframe - https://community.marketo.com/MarketoResource?id=kA650000000GxN4CAK
3. Build a Program Membership Analysis Report that Lists Leads - https://community.marketo.com/MarketoArticle?id=kA050000000LH8dCAG

As an FYI, Revenue Explorer is available in the Select edtion or with the RCA add-on product if you have the Enterprise or Dialog edition.  Let me know if you have any questions.

TJ