I am trying to track leads that are re-engaging after X amount of time. Is there a way to set up a report or smart list that shows people whose last activity (excluding email delivered/sent) happened in the last 30 days, who were previously unengaged for the last 6 months?
I have smart lists of unengaged leads, and smart lists of engaged leads–Is there a way to track when people move from one smart list to another?
Hi! It sounds like you've got all the building blocks, but here's what I'd suggest (some of which you already have).
1. Create a smart list with the criteria for non-engagement. Keep in mind that Marketo only retains certain engagement data past 90 days (here's the list of caveats: https://nation.marketo.com/t5/Knowledgebase/Marketo-Activities-Data-Retention-Policy-Under-the-Hood/...). You might want to use "not filled out form" and/or "not program status changed" in the last six months before the last 30 days or "between" a specific date / time frame.
2. Then, add the following to that same smart list (or include in a separate smart list on top of the first smart list): who has engaged in the last 30 days.
When you combine those lists in that way, you end up with:
[People who didn't engage for 6 months leading to the last 30 days] AND [People who engaged in the last 30 days] = Your Answer
The tricky part here is the non-engaged list. You need to set specific enough time criteria to avoid overlapping with the last 30 days in your example.