Alex_Stanton1

Hi Scott, Do you have a Revenue Model (sometimes called Lead Lifecycle) set up in your instance? If you do, you could look at records based on Revenue Stage and how long they have been in a specific "bucket" in addition to lead status. You can find more info here: Understanding Revenue Models - Mar...

Tom, Kristen is totally right You could add tokens to the email program, clone it and use tokens to update the email - that makes editing the email that much quicker. Here is a great article Marketo Tokens: Ins and Outs on how to use tokens in assets.

Nathan, what CRM do you use?

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 c...

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

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 ...

Nathan, do you have more than one form per program? If so, and if you do not mind to do the work in a spreadsheet, you could simply create a smart list with "filled out form" and date constraints.

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

Brilliant!

Hi Laura,If I understand correctly, you are looking at a report in MLM (ie, in the Analytics tab of Marketo) and at a report in Revenue Cycle Explorer. In this case, the way the two calculate results are very different.This post in the community Re: Explanation of Email Link Performance Data has mor...