I am trying to figure out a way to see what specific actions have happened to a static list - specifically the dates of uploads to that list, the number of people added and if I can the specific records that were added.
Can someone tell me if/how to do this in Marketo?
Thank you.
If you just want to see which records were added to the List in a particular time frame, you can create a Smart List with the "Was Added to List" filter and specify a time frame.
If you want to see the dates when records were added to the list, you'll need to extract the activities via the REST API and then report on them in an external tool (Excel, Tableau, etc.). The API will give you all "Add to List" activities for all Lists, so you need to filter them for the specific List that you're interested in. In Excel you could create a pivot table to do a lot of this analysis.
Create a smart list with filter "Was added to List" define timeframe and you should be all set. Thanks!
That's in Jep's answer already.
Dawn Beam one thing to add here is MKTO's retention policy = https://nation.marketo.com/docs/DOC-5765-marketo-activities-data-retention-policy-under-the-hood#jiv....
So the "added to list" falls into the 90 day period. Anything outside of 90 days you wouldn't get results if you include a specific timeframe (say January) in that filter.
If you will need to understand when people are added to lists moving forward, if it's an important data point for you, I'd suggest using different list import programs (based on source) for tracking success, then also either using different static lists within those programs (by time period) or defining programs by time period. Those specifics would be defined based on what you need to see from a reporting standpoint.
Kim