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Interesting Moments Report

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Danielle_Wong
Level 8

Interesting Moments Report

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

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Dan_Stevens_
Level 10 - Champion Alumni

Re: Interesting Moments Report

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.

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6 REPLIES 6
Dan_Stevens_
Level 10 - Champion Alumni

Re: Interesting Moments Report

Like this?

Danielle_Wong
Level 8

Re: Interesting Moments Report

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
Not applicable

Re: Interesting Moments Report

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
Level 10 - Champion Alumni
Dan_Stevens_
Level 10 - Champion Alumni

Re: Interesting Moments Report

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.

View solution in original post

Danielle_Wong
Level 8

Re: Interesting Moments Report

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.