Re: How to Customize Web Page Activity Report

Anonymous
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How to Customize Web Page Activity Report

I would like to automate subscriptions of a report showing known leads that visited our pricing page. But, I dont see how to add columns to the report. Ive cloned and tried every type of web activity report and dont see any option to do this. (it's not in Report Actions - not grayed out, just not an option period). 

I dont want to see the referrer page or entry page but I do want to see the lead owner, company name and lead name and date they visited the pricing page. Is this even possible? Ive made a smart list, cloned the report, tried every web report - feel like Ive done everything possible. Help!
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Anonymous
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Re: How to Customize Web Page Activity Report

Everything is doable excpet adding the Lead Owner to the report. You can segment by state and create subscriptions based on that segmentation. You can always customize the columns you see by clicking on the header bar. A drop down will appear with the value of "Columns" with an arrow next to it. You can customize your view there. The options are limited, but other than the Lead Owner, the options you are looking for are there. 

Within the Setup tab, you can customize the time frame of the report. Whether you want to see everyone who visited in the last day, week, month, quarter, etc.

I have not been too impressed with this functionality unfotunately. I have tried a number of ways to exclude my own company without much luck. Hopefully someone else will respond because I am curious myself about this functionality.
Anonymous
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Re: How to Customize Web Page Activity Report

Sorry Christina - As Jeff said, that is the limits of what MLM analytics will do. You can always create a Lead Performance report, and in setup say visited webpage, pricing, in the last week. And Group the field by one of the fields you requested, but you can't add them all to the report.
Anonymous
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Re: How to Customize Web Page Activity Report

Thanks for your responses but it doesnt look like I can do what I need in Marketo. Segment by every single state and country and setup subscriptions for every single sales rep?? That will take me at least a whole day. Bummer!! Hoping Marketo uses that IPO money to fix reporting 🙂