Interesting Moments Report

[Randall_Tam]

Hi,

I am looking for a way to produce a repot to show all interesting moments.  Right now I can only see the last interesting moment.  I wish to see the first, anything in middle and the last interesting moment by each lead.  Do you know if this is possible?

Thanks,

Randall

[Grégoire_Miche2]

Hi Randall,

It cannot be done within Marketo Out of the Box.

This will require that you export them with the API.

Another way of doing this is to use Tableau BI software with their Marketo connector.

-Greg

[Randall_Tam]

Thanks Greg, have you used this before.

[Grégoire_Miche2]

Which one ?

In fact yes, I have tried both solutions successfully.

-Greg

[Grégoire_Miche2]

Hi again Randall,

More precisely, you can use some launchpoint solutions to export IM from the activity log and import them in Excel.

I have tested recently the Tableau software and it's Marketo connector and found it really easy to use.

-Greg

[Randall_Tam]

HI Greg,

What is IM?

Thanks,

Randall

[Randall_Tam]

Sorry I got IM which application off launch point can do this?

[Grégoire_Miche2]

Hi again Randall,

Try Data Loader for Marketo for instance. Data Loader for Marketo

-Greg

[Dan_Stevens_]

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