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Report on Leads Hitting Communication Limit

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John_Wolf1
Level 3

Report on Leads Hitting Communication Limit

Is there a way to run a report of leads who have hit their communication limit for a given week?

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Anonymous
Not applicable

Re: Report on Leads Hitting Communication Limit

AFAIK, you can create a new score type field and set a batch campaign that updates the score to +1 every end of day if an email was sent to a lead that day. Every Sunday night, you can run a batch campaign to clear it so it would start over to 0 on Monday.

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Then you can run a report or create a smart list of leads filtered by email counter value is greater than 1 (or whatever your communication limit is).

Does this make sense? Happy to help!

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7 REPLIES 7
Anonymous
Not applicable

Re: Report on Leads Hitting Communication Limit

This is a little difficult to do.  You would need to create a smartlist for this.

What you could do is create a smart campaign which tallies a communication score where the score is incremented any time a communication goes to that lead.  Then filter based on relative score for the last 7 days.

Anonymous
Not applicable

Re: Report on Leads Hitting Communication Limit

AFAIK, you can create a new score type field and set a batch campaign that updates the score to +1 every end of day if an email was sent to a lead that day. Every Sunday night, you can run a batch campaign to clear it so it would start over to 0 on Monday.

pastedImage_0.png

pastedImage_1.png

Then you can run a report or create a smart list of leads filtered by email counter value is greater than 1 (or whatever your communication limit is).

Does this make sense? Happy to help!

View solution in original post

Elizabeth_Bonin
Level 4

Re: Report on Leads Hitting Communication Limit

We are looking to do this as well, wish there was a filter for communication limits. Just so that I pull the right criteria, our communication limits are 2 per 6 days. What would i do for the email counter?

Elizabeth_Bonin
Level 4

Re: Report on Leads Hitting Communication Limit

Thank you, how do I create a new score type field?

Devraj_Grewal
Level 10

Re: Report on Leads Hitting Communication Limit

You can navigate to Admin > Field Management > New Custom Field. The new field type will be score.

Elizabeth_Bonin
Level 4

Re: Report on Leads Hitting Communication Limit

Thank you. What is the API Name? I just want to make sure I fully understand this. Is there anything else that needs to be done around this new field?

Devraj_Grewal
Level 10

Re: Report on Leads Hitting Communication Limit

Choose whichever "Name" you would like the field to appear as in Marketo. The "API name" will autogenerate and is used in the backend, so that name won't appear in Marketo.