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Re: Identify program members/email recipients w/o access to Marketo

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Jaina
Level 2

Identify program members/email recipients w/o access to Marketo

We've got a need for a member of a QA team to identify if certain email addresses/contacts are getting funnelled into specific automations and nurture flows. But that person does not have access to Marketo. 

 

They need to make their checks weekly. So my initial thought was to send them weekly reports of members in certain programs. However, they need to also know specifically which emails were sent to the contacts in their weekly QA checks. 

 

Any suggestions on how to approach this? 

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Michael_Florin
Level 10

Re: Identify program members/email recipients w/o access to Marketo

First question that comes to my mind is: Why don't you give that person Marketo access?

 

Second idea: As email names are not field values and therefore not easily exportable, you could change that. For instance: When an email is sent, use trigger.name in a flow step to populate a text area field "All Emails Received". You can append to that field like that:

Change Date Value for All Emails Received: {{lead.All Emails Received}} {{trigger.name}}

 

Not exactly awesome, but probably something to consider.

 

(Or use the API plus a data lake with Tableau on top...)

 

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Michael_Florin
Level 10

Re: Identify program members/email recipients w/o access to Marketo

First question that comes to my mind is: Why don't you give that person Marketo access?

 

Second idea: As email names are not field values and therefore not easily exportable, you could change that. For instance: When an email is sent, use trigger.name in a flow step to populate a text area field "All Emails Received". You can append to that field like that:

Change Date Value for All Emails Received: {{lead.All Emails Received}} {{trigger.name}}

 

Not exactly awesome, but probably something to consider.

 

(Or use the API plus a data lake with Tableau on top...)

 

View solution in original post

Jaina
Level 2

Re: Identify program members/email recipients w/o access to Marketo

Why don't you give that person Marketo access?

A few reasons: Limited seats, user isn't someone who'd be using Marketo on a regular basis aside from this one need. 

 

That second idea sounds like something we could implement though. Thanks, Michael!