Hi,
I want to set up a weekly internal email that contains a list of leads
generated. Is it possible to automate this in Marketo?
I would appreciate any help.
Thanks,
Beth
Hi Beth! There's a new subscription feature coming to Smart Lists, though I'm not sure when this is happening (it was supposed to launch in June). You would be able to create a Smart List of all leads who filled out a form (or what have you) and have it emailed to you on a designated basis. Perhaps someone else knows when this is coming?
At this rate, perhaps Sept or Oct. I saw a placeholder for this feature in docs.marketo.com so it's probably soon.
You could just email yourself a lead perf report for that smart list so you go in and download regularly.