Need to create automated weekly report on form fills

[Anonymous]

I have embedded marketo forms on our website and looking to create a report every Friday letting me know what forms were filled out for the previous week.

Is this possible?

[Anonymous]

Well maybe one day i can get it for for now we do not have the capabilities of it so im stuck on square one

[Anonymous]

This worked for me:

1. Create new fields. E.g. Last Form, Last Form Date.

2. Create a smart campaign. Smart List: Fills out form is any, Flow: Last Form = {{trigger.name}}, Last Form Date = {{system.dateTime}}

3. Create a lead report. Group Leads By: Last Form. You may wish to add Custom Columns.

[Anonymous]

Ive done something similar just making smart lists and putting them in 7 day increments just wish i could subscribe

[Anonymous]

Seems like a simple report that Marketo should offer out of the box. Have had this need more than a number of times. Is this what you are looking for?

Registrants

                         Feb     March     April

Program A          56          78         25

Program B          67          78         25

Program C          56          5           45

If so, one option is to sync those Programs to SF Campaigns and use SF Campaign reporting as a matrix report. The left hand column would be SF Campaign Name and the columns across the top would represent First Associated Date or something like that.

Assumptions

• You are using programs with some kind of registered status where form sumbitters become part of the program.
• You sync the Program to SF.
• This report works if Registered is the first progression step. For example, if you use Visited landing page, someone may get associated but didn't fill out form.

[Anonymous]

can you break that down more? im not sure what SF means or how to sync reports?

[Alex_Stanton1]

SF stands for Salesforce  and here are the instructions on how to sync a Marketo program to a SF (Salesforce) Campaign: Sync an SFDC Campaign with a Program - Marketo Docs - Product Docs

[Alex_Stanton1]

Brilliant!

[Alex_Stanton1]

Nathan, there is no out-of-the box report that will tell you that, but if you have set your progression statuses to FILLED OUT FORM or similar, then you could create a program performance report, filter by program (and check the option to show progression statuses).

[Anonymous]

Love this option....if you could break it out by timeframe. So frustrating that this capability isn't offered out of the box.

[Alex_Stanton1]

True! It would mean doing the math every week on a spreadsheet, which is not ideal.

[Dan_Stevens_]

This is why we very rarely use the out-of-the-box reporting within MLM.  Instead, we use RCE for all of our reporting as it gives us the ability to drill down as deep as possible (by company, by lead, etc.).

[Anonymous]

sorry i figured out the progression status was thiniking something else. I did create the program performance report based on the forms  buy cant see how to filter by the right channel.

[Alex_Stanton1]

Hi Nathan,

See if this helps: https://docs.marketo.com/display/public/DOCS/Filter+a+Program+Report+by+Program.

[Anonymous]

THANKS FOR THE FAST REPLY! All he report is giving me is the amount of members and the program. I need a more detailed report that will break down the members by what form was filled and include their information. Im not sure if this is possible.

[Alex_Stanton1]

Nathan, do you have more than one form per program? If so, and if you do not mind to do the work in a spreadsheet, you could simply create a smart list with "filled out form" and date constraints.

[Anonymous]

yes this program has 8 forms so i'm wanting o break it down by what leads were generated by what forms . I have smart lists enabled just looking for a way to put them all together and create a subscription for 7 day increments

[Alex_Stanton1]

Nathan, this is an roundabout way of solving your problem, but try this:

Create a Lead Performance Report. In Setup pick leads created all time and group by SFDC Type. Then pull the custom columns from the right side panel and add the smart lists you created. In the report, right click on the column headers and deselect the totals. This will give you a matrix like the one below, with the added bonus of knowing if those who filled out the form were a lead or a contact or not an SFDC record.

If you subscribe to the report, then you can put it all in an excel workbook and combine all the reports you get weekly into a graph.

SFDC Type                Form 1               Form 2               Form 3               Form 4

------------------------------------------------------------------------------------------

Lead                              50                       22                          46                      29

Contact                         92                       73                          42                      11

Empty

------------------------------------------------------------------------------------------

Total                           142                      95                          88                       40

[Anonymous]

sorry how would i do that exactly? is there a tutorial to how to set the progresion status because i do not see filled out form as an option