I thought so too, Josh. But when I scoured the Ideas section, there was nothing. In fact, I could have sworn I saw a couple over the past couple of months (that originated from discussions around this topic).
Unfortunately, "Last Interesting Moment Desc" isn't a field that can be synced to RCE. In fact, none of these can be (they're probably treated similar to the Lead Owner fields (first, last, phone, email) - hidden and unable to be synced to RCE):
We recently implemented a workaround for achieving this. Here's what we did:
- - Create 2 new custom fields in SFDC on Lead and Contact Object:
Most Recent Interesting Moment (Type:Text) and All Interesting Moments (Type:Text Area)
- After the fields were created, go to the flow of the campaign where you are creating the Interesting Moment. Here, add a step for Change Data Value:
Most Recent Interesting Moment = {{lead.Last Interesting Moment Type}} . {{lead.Last Interesting Moment Desc}}
This would concatenate latest Interesting Moment Type and Description. - Add a wait for 5 minutes, which is optional to add.
- Add Another Flow step for updating the value of All Interesting Moments. You can add a separator in between for distinction between two interesting moments.
{{lead.All Interesting Moments}} ► {{lead.Recent Interesting Moment}} - Test the campaign with test records and creating multiple interesting moments. Once tested, activate it for all the leads.
- Create a Smart List and add a filter to get leads where ‘Most Recent Interesting Moment’ changed yesterday.
- Update your default lead view to include Most Recent Interesting Moment and All Interesting Moments.
- Add a daily subscription for the leads who would be coming from this Smart list, using the List Subscription feature that came in the latest release.
This should be helpful till we wait for MKTO to create a report for Interesting Moments in Analytics.
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