Need to create automated weekly report on form fills

[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.).

[Alex_Stanton1]

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

[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.

[Alex_Stanton1]

Brilliant!

[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

[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]

So basically what im geting is that unless i have sales force (which i do not have access to at the moment) there is no way to create a leads by campaign report that will feature lead attributes as columns?

[Alex_Stanton1]

Hi Nathan,

Not sure you had seen this - it is a Marketo report called Lead Performance Report. I posted this yesterday:

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