Custom Report - All Interesting Moments

[Anonymous]

Hi guys,

We are working on a Lead Scoring Data project and need to be able to pull all of the interesting moments for our customers. Unfortunately, I could not find a Marketo report that allows me to gather a list of all interesting moments for our customers. Would love some guidance on a workaround for this report. Thanks!

[Dan_Stevens_]

One option is to create an "Interesting Moment History" field - where you store a continuous feed of IMs each time a new one is triggered; and an "Interesting Moment Score" field.  For example, here's how we capture these when someone attends an event:

The default choice value for when the IM is appended to the existing history value is as follows:

{{system.dateTime}}: Attended an Avanade Event: {{trigger.Name}}{{my.line-break}}{{lead.Avanade Interesting Moment History}}

You can then run a report where IM Score > 2 (to ensure your report only includes those people with at least 2 IMs).

We use the IM history field in both our reports and real-time alerts (to sales and marketing).  Here's an example of how this appears within our real-time alerts (we do the same thing for web page history):

Think of this as a poor man's way of reporting on Marketo Sales Insight (MSI) data without having to purchase MSI!

I presented on this technique at Marketo Summit (as part of my "Strengthening Sales & Marketing Alignment: Developing Real-Time Alerts with Rich, Actionable Insights" session).  Here's a copy of the presentation deck (which also includes a great tip provided by Sanford​ on how to create a simple velocity email script token to insert hidden line breaks between each entry in your history field and make each entry readable within your reports/alerts).

[Iva_Kanova]

Hi Dan,

if it is not too much to ask can you please show how your line-break trigger looks like? Is it a text or rich text or what type and what does it contain as value for it to initiate a line break?

Thank you in advance!

Iva

[SanfordWhiteman]

Iva, it's all documented here: https://blog.teknkl.com/dark-mkto-alleys-line-break-token/

[Dan_Stevens_]

If you plan on using this history within an email alert, once you deploy Sandy's technique, it's still necessary to replace the hidden line breaks with actual HTML <br>. Again, with Sandy's help, using this single line velocity script token that takes the history value and replaces the line-break with a <br>. And it's this token that you'll place in your email, rather than the actual history field:

[Iva_Kanova]

Hi Dan,

thank you for the clarification!

The first part of actually being able to display line-breaks in the Marketo user interface, worked perfectly. Thank you Sanford for the suggestion!

However I cannot figure out the second part that you outlined - displaying the line-breaks in Email alerts as well. In the program where I have the alert, I made a new email script my.token and as per your suggestion in the token I put ${display.br($lead.InterestingMomentHistory)} but the first { and the last } highlight in red and in the alert, instead of showing the content of the {{lead.Interesting Moment History}}, I just see the value I put inside the script token. Do you know where I can be making mistake here?

I also tried inserting in the script token the value $lead.InterestingMomentHistory.replaceAll("\n","<br/>") similar to what was suggested in another thread Line breaks are not displayed in emails but that also just displays the value inside the scrip token in the alert.

Thank you in advance for helping out!

[Dan_Stevens_]

Hi Iva - did you also make sure the field is checked in the right pane?:

[Iva_Kanova]

I had not checked it in the right hand-side, so I did that:

But when I send the alert still only the contents of the script token display. I am sending the alert through the "Send Sample Email" feature. Can that be part of the problem? The other tokens in the email are working fine though

[Dan_Stevens_]

Also, for us, this only works - and must be tested as such - when the email alert is sent within a trigger campaign (batch does not render the <br> properly for some reason - have a look at this thread where Sandy and I ran through several test to come up with this finding and potential bug: Re: Creating a New Line Program Token to Organize a History Field ). So you'll need to create two test campaigns: one to send out the actual alert (with a "campaign is requested" trigger); and another to define the audience and then a "request campaign" flow step.

[Iva_Kanova]

Thank you both very much for clarifying and helping out! I definitely learned a lot one new things

[SanfordWhiteman]

Send Sample can't be used to test Velocity tokens.

[SanfordWhiteman]

Make sure your field is checked off in the tree in Script Editor.

[Anonymous]

What type of field should the IM History and IM Score fields be? Rich text and Score?

[Dan_Stevens_]

These are text area and score fields, respectively.

[Anonymous]

Dan,

This is extremely helpful, thank you! I'm going to do some more digging and see if I can apply your technique to our instance and get the results I need. Super thankful to you for sending over the presentation deck!

[SanfordWhiteman]

Just to expand on Josh's comment, these kinds of cross-lead, activity-centric reports aren't available in the UI (a report of all form fillouts is another example).

But if you use the API (Bulk Export or Bulk Extract, the latter much easier) you can get at this remarkably easily. In many ways, the API takes the opposite angle on Marketo data from the UI. There are readymade views/exports via API that aren't possible via UI and vice versa.

[Anonymous]

Thank you for the suggestion! I have yet to fully deep-dive into using API but I guess I'm going to learn now

[Josh_Hill13]

It is not available.

You can look at Last Int Moment fields or use API.