Re: Automating an email with a list of leads from completed forms

Randall_Tam
Level 2

Hi,

Does anybody know if you can auto generate a list of leads containing lead info?

This list would then be attached to an email to be sent once a week.

Or

Can I have a report containing all the lead information to run once a week and sent to a particular email address.

Thanks,
Randall

3 REPLIES 3
Tim_Langlois1
Level 4

Not sure what you mean by "all the lead information" but sounds like you can make a smart list and subscribe the people to it. You can add or remove columns in the lead view to show whatever data you want.

Subscribe to a Smart List - Marketo Docs - Product Docs

Randall_Tam
Level 2

Hi Tim,

Sorry, what I mean is all lead info like First and Last name, company..etc.

What I am trying to do is to produce a weekly list that contains all form fill outs with all lead info.  I would want this list sent to me in an email or a report.  Right now I have to do this manually.  I would like to have this automated.

Any thoughts?

Thanks,

Grégoire_Miche2
Level 10

Then Tim's suggestion is the right way to go.

Just set up the view on the smart list so that the fields you want are provided.

-Greg