Email Analysis - heat grid report?

[Kimi_Heskett1]

So 'What's new' tells me that the email analysis and heat grid stuff should be available to me by using revenue explorer. I won't say RE is my strong suit but does anyone know how to create the fancy grid like this one? https://community.marketo.com/MarketoArticle?id=kA050000000L9bb

[Anonymous]

I agree Esther, there wasn't much documentation on this. Maybe they could do a video or something?

[Anonymous]

As a followup from this original thread, I have started playing around with the email click activity heat grid, open activity etc. Is there anyone I can talk to for additional questions I had on this?

I found the articles in community did not go into the level of detail as I would like. Also, when I have called support the team does not seem to know much if anything about this capability.  

Thanks!

[Anonymous]

Holy cow - there are more than a couple of pre-built reports, there are 8, which is wonderful!  Marketo really needs to update  the Understand The Email Analysis help article to point this out.  In fact that help article has a link to the Built-in Revenue Explorer Reports help article, but it has not been updated with the Email reports.

Also thanks for pointing out the Customize and Display Heat Grids help article - I seem to have overlooked or forgotten most of the RCE enhancements with the June '12 release.

[Anonymous]

Elliott - There are a couple of pre-built reports in the Standard folder that use the Heat Grid chart type with Email Analysis, e.g. Email - Click Activity Head Grid.  Here is an article with more details on the Heat Grid chart type:  https://community.marketo.com/MarketoArticle?id=kA050000000L6CoCAK. 

Chandini - Approximately, we expect most of our customers to have access to Email Analysis by the end of May.  Please contact us (support@marketo.com) if you don't have it by that time.

[Chandini_Kalsy]

We have Revenue Explorer, but I don't see Email Analysis appear in the drop box.

[Anonymous]

Sorry - I was looking in Reports, not in Revenue Explorer :0( 

I did find the Email Analysis type there and it's already revealing insights!  However, I don't see an option for creating the heat grid - is there more documentation on how to do that or has that part not been released yet?

[Anonymous]

Email Analysis is a feature available in Revenue Explorer, just like Lead Analysis and Program Opportunity Analysis.

[Anonymous]

According to tech support, it has been enabled in our instance as well, but Email Analysis does not appear in the Type drop down list.  Seems like there may be a bug.

[Anonymous]

Hi Adele,

According to our records, Email Analysis was enabled in your subscription.  Please contact support if you still can't see it.

TJ

[Anonymous]

Hi Everyone - has anyone got access to this feature as yet? I am still waiting 🙂

[Anonymous]

Thanks for the feedback, Elliot.  The feature as a whole will be rolled out in phases, i.e. some customers will have Email Analysis sooner than others.  2013 email data will also be migrated.

I'll provide your comments to our Docs team and make this clearer.

5/9 UPDATE:  The documentation has been updated.

[Anonymous]

TJ, the help article says it will be rolled out starting in April and April is almost over and this feature is now listed in the What's New page of Marketo, but the help article it links to is cryptic at best.  That's why we are a bit confused about it.  Does "rolling out in phases" mean that its functionality is going to be be rolled out in pieces or does it mean that some users will get it before others?  If in its functionality will be released in pieces, can you describe what those pieces will be and when they will come out?  Will there be a more details added to the help article on this feature?  Will you also migrate our 2013 email data as well?

[Anonymous]

Kim is right.  We're rolling out Email Analysis in phases during April and May.  We're migrating all your 2012 email data, so that you have existing data to start with.

Here is the link to the April release article:  https://community.marketo.com/MarketoArticle?id=kA050000000L9ZLCA0

[Anonymous]

I also looked for this report and couldn't find it. Maybe they're slowly rolling it out?

[Kimi_Heskett1 · Accepted solution]

Guess I'm not alone on this confusion. I want that heat map! 🙂

[Anonymous]

Me too - it seems like there is no "Email - Performance Details" report type available.  In fact this morning I created a new Email Performance report in the Analytics tab just in case I misunderstood and this new feature was inside of it, but the report displays an "Error running report" message, but an older version of the report with the same Setup and Smart List works fine :0(

[Anonymous]

I had the same question and would love to hear the recommendations as well!