Henry_Wong

Henry_Wong · ‎01-31-2017

Thank you Josh for your efforts. I have tried using the Lead Performance report with Smart Lists. But part of the issue is that there isn't a field on the lead record that would denote that they are a member of the smart lists during the time period. This means that I can't get the time period to go on the left most column. So unless there is a unique type of filter that denotes that they were a member of the smart from a certain time period, I'm a bit stuck. While on the top, I'm not sure how to get both the Lead status and Smart list conditions together at the same time. The goal is to try to make a report that show a simplified count of leads transitioning between the different smart lists and lead statuses. As for RCE (Revenue Cycle Explorer?) and Tableau, I believe I do not have access to either of those tools.

Henry_Wong · ‎01-31-2017

Would it be possible to achieve something like this with the reports Marketo generates? Lead status 1 Lead status 1 Lead status 1 Lead status 1 Lead status 1 Lead status 2 Lead status 2 Lead status 2 Lead status 2 Lead status 2 Month Smart List 1 Smart List 2 Smart List 3 Smart List 4 Smart List 5 Smart List 1 Smart List 2 Smart List 3 Smart List 4 Smart List 5 Jan Feb Mar I want to have the Lead Status on the top row. Then on the 2nd Row, show the applicable smart lists. On the left most column, have the month. I want to breakdown the number of leads that have the lead status and fall under the conditions the smart lists define. Unfortunately the smart lists themselves do not have time sensitive conditions that can be used to filter/refine them. Also is it possible to create a condition where they were a member of the smart list during the time period of Jan 1 - Jan 31? Is there a way to achieve the above without exporting the contents and manually analyzing the data on Excel each month?

Henry_Wong · ‎01-26-2017

Thank you Sandford for replying so quickly to my inquires. I haven't been able to figure out how the two platforms sync yet. But in regards, to the comments fields, how can I check/change the field to be a continuous history field? The comments field on the form is meant to help capture the any comments or inquires the lead may have, so having it as a continuous field would be helpful.

Henry_Wong · ‎01-26-2017

Sorry if that was confusing, lets hope this clarifies what I want to achieve and convey better. Currently with the integration between the two systems, when a lead fills out a form it will create a new "Marketo Activity" under the "Marketo" tab within NetSuite on the person's lead record. Their actions are broken up two activities: one is visited the page where the Marketo form is used, the other is filled out form. Right now, I want to take the "comments" they typed in the form, and have it appear under the desired field in NetSuite. Basically, I want to take the information that was captured in the Marketo form, then display it in their NetSuite lead record under the "Filled Out Form" activity or another applicable field.

Henry_Wong · ‎01-26-2017

From what I have researched, in order to export a lead's activity log through an API. Is there a way to create a new type of customized report on Marketo similar to the "Web Page Activity" Report? I am hoping to create an automated report that would be able to summarize the webpage data such as visiting a certain 2 times within 1 day, and remove duplicates if they visited the page too many times in a short period of time. Also show any related tags to that web page within the same view?

Henry_Wong · ‎01-26-2017

Currently on NetSuite, in the Marketo tab syncs with the lead's Interesting Moments. One of these moments is when they will visit a page and fills out a Marketo form. Is there a way to sync the contents of what they filled out in the form to the lead record/interesting moment on NetSuite? Also is there a way to automatically create a record of the work flow for this task on NetSuite or edit the existing "Marketo Activity" for this moment to log the progression of this task? Would anything have to be changed in the Marketo form in order for NetSuite to be able to capture this information?

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Date Registered	‎01-10-2017 11:49 AM
Date Last Visited	‎03-25-2022 02:05 PM
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