We will be learning RCE soon - very excited - and, we have been asked by the trainer to provide a list of reports we'd like to see. Curious to hear from those using RCE reports, which ones do you find to be the most insightful (for B2B)?
Hi Leanne -
That's great news about starting to use RCE! I think the first question(s) I would start with would be what kind of reporting insights am I being asked to produce. Have you and your team been asked to provide specific information around say leads by channel, revenue by channel, etc? if so, that's great as this will help you narrow down which reports in RCE would be most insightful. If not, I would recommend your team working through an exercise with other stakeholders to align on reporting objectives.
Another point I would make here is to ensure that all of your programs within Marketo are setup to be included in the reporting:
These points will be necessary to aggregate data within reports and help provide visibility into which campaigns are the most/least successful. Some of the metrics we try to answer with reporting for ourselves and clients include:
These are just a few but some ideas to get started, hope this helps!
Thanks, Christine - very helpful! Question regarding the acquistion program: When you do a list import through the program's members tab... do you need to set the acquisition via a campaign or is this handled when the leads are imported this way?
Glad the information was helpful!
To answer your question above - yes acquisition program is assigned when you import a list through the members tab (for new leads created on import)
List import process is something that can get super confusing, really quick! As there are two specific ways to import members into a program. Some considerations I would think about before importing through the members tab:
So in conclusion - I would recommend picking a specific list import process that best meets your business process, document it and share with the team!
Please let me know if you have any other questions.