Interesting Moments Report

[Danielle_Wong]

Is there a way to generate a list of interesting moments? For example, say Lead A filled out a 3 different forms. Can the report list out all 3 filled out forms activity in the list? Or will the lead only show up once in the report no matter how many different forms or interesting moments it has?

Thanks

[Dan_Stevens_]

Like this?

[Danielle_Wong]

Similar, but literally a list of interesting moments, along with lead names.

Interesting Moment  Lead A

Interesting Moment  Lead B

Interesting Moment  Lead C

Interesting Moment  Lead A

Interesting Moment  Lead A

Interesting Moment  Lead A

[Anonymous]

If you build a smart list in the Lead Database "Had an Interesting Moment" is a filter. Pick which Interesting Moment(s) that you want and then you can export the leads. Make sure in the view under the leads tab you include which relevant fields for interesting moments in your report.

[Josh_Hill13]

How to Build Powerful Reports Using Marketo Interesting Moments - Marketo & Salesforce - Consulting ...

[Dan_Stevens_ · Accepted solution]

This is fine for capturing the last IM before converting to an MQL (or any stage of one's lifecycle) - but not for an all up report on all interesting moments for a given lead.  Until Marketo captures/stores each IM separately for a lead/account, it's really not possible without creating a bunch of custom fields.

[Danielle_Wong]

Thanks for the info Josh and Dan! Hopefully Marketo will add the ability to generate a full list of interesting moments as a feature in the future.