Need a list of all leads that have activity

Anonymous
Not applicable

Need a list of all leads that have activity

Is there a cut and dried way to pull a Smartlist or Report on all leads that have some kind of Activity? Or conversely, all leads that have no activity? I need a list of all leads who have done something and I'm not sure about the best combination of filters.

Thanks!

3 REPLIES 3
Josh_Hill13
Level 10 - Champion Alumni

Re: Need a list of all leads that have activity

Done anything or did specific things?

Do ANY of XYZ filters

or for inactivity:


AND: Not Was XYZ.

Balkar_Singh
Level 8

Re: Need a list of all leads that have activity

Hi Sheena Archer,

For getting the list of leads having some kind of activity, broadly we can consider all leads qualifying for activity filters in a smart list. E.g. the things Marketo tracks by default - you can do this by dragging the activity filters from the search bar in a smart list. As Josh mentions, you'll need to use ANY/AND based on activity/inactivity.

Activity 1.jpg Activity 2.jpg

Hope this helps!

Balkar

Dan_Stevens_
Level 10 - Champion Alumni

Re: Need a list of all leads that have activity

This is where the power of defining your channels and program statuses properly come into play.  Even moreso if you have access to Revenue Cycle Explorer.  If you're like us, you will ensure that every channel includes the appropriate program statuses that matter to you, as an organization.  These are essentially the key engagement/interactions that can occur as a result of your marketing activities.  Once this is in place (and of course, you're using Programs properly), you can then very easily filter on those program statuses that infer engagement.  In RCE, we run one such report on a regular basis:

The key filter used are those program statuses (btw, we don't consider an email open an engagement metric):

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and finally, the report:

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