Is there a way to create a Marketo report that allows to see how many events someone went to in a calendar year? For example, I want to know how many people attended only 1 event versus 5 events?
Any feedback would be great!
This task can be rather difficult to do with normal reporting. All reports have to be defined by a set of filters & related logic. But to be the most accurate, the logic you require must account for all the possible permutations or scenarios where a person can attend, not just any NUMBER of events, but also a set of events which can DIFFER FOR EACH PERSON.
Instead you may want to create a new integer field or score field that tracks the number of times they attend an event. When you add leads for each event in Marketo, you will want to include a workflow which adds to that field "+1". Apply this process for new leads moving forward. You can attempt to backtrack this process for historical leads, but you will probably run into the same issue mentioned above.
Then when you are ready to run your Marketo report, you can:
- if you require actual leads, then recreate the Smart List separately instead of an actual report, using the same filters/logic
Hope that works for ya.
Thanks for the helpful information Philip! How would we filter based on timeframe? So if we wanted to see how many events added in one quarter versus another quarter?