Balkar_Singh

In Marketo’s language ,   Marketable People : The number of all-time people for the workspace listed, minus the following: people without an email address, people whose email has hard bounced, people that are blocklisted, people that have unsubscribed, people currently set to Marketing Suspended.  This is what we see in the system-created dashboard.   As Katja mentions, this is only a functional definition - that these are a count of ‘effective’ records to send emails to.   However, there’re ways to manage hard bounces, blocklisted people, unsubscriptions, and flagging people as Marketing Suspended.    It’s always better to treat system fields as they are, and align on definitions by the system itself. So if you want to call compliant people as Marketable, consider a different term, as Marketable is taken.   For example, we can use a term called ‘Marketing Eligible’ which can be based on Compliance, Data Quality Grades, Fit, Lead Stage, and more tags you may think of.   One could treat a person as Marketing eligible, if the person is compliant (GDPR compliant if applicable, CASL compliant if applicable, and so on), meets the threshold for data quality grades (should honor the data quality standards), is considered a good fit to market (qualifies for your target market segments), is at the  right stage (you may not want to market to SALs) and more - and, is Marketable. ... View more

Yes, it’s possible. You need to define what engagement you want to measure. It can be a variety of things - Clicks in Email, Fills out Form and so on.    Create a smart list to define each type of engagement Create a People Performance Report - and add your engagement smart lists as custom columns. Group by ‘Registration Source Type’  or ‘Registration Source Info’. Filter the reports for people created at specific months.   1 - Create a Program for building this up. For example, call it Engagement (Tip : Keep it as short as just 1 character if possible)   2 - Define certain engagements which you want to measure by source, across months. For example,  fills out any form in <specific month> once, twice and so on.    3 - You may create smart lists to define the engagement you want to measure. Now, create a People Performance Report.     4 - Go to the Setup and change it’s ‘Person Created At’ to ‘All Time’   5 - Drag the ‘Custom Columns’ option to the canvas   6 - Search for the smart lists you have created, and add them to the custom column option.   7 - The results of those smart lists shall be added to columns like the following. In the below example, the results are grouped by months - hence, we see 244 people filled out a form once in September & were created in September , and 7 people filled out a form twice & were created in September .   8 - If you group this by your acquisition avenues - for which you can use either of two fields, you will be able to see source and engagement across months. Registration Source Type, Registration Source Info     And these will appear like the following -      9 - Go to smart list, and use a Created At Date filter, to define the set you want to report on (in this case, you want to look at engagement of people created at specific months, grouped by acquisition avenues (which I am assuming Registration Source Info could help with)    10 - You can create a similar table for each month (i.e. say 12 People Performance Reports for each month)   And you can expand the custom columns to more months, and generate something like the following, to view this matrix for each set of people who were created at a specific month.   PS - a lot of possibilities here. ... View more

One way to achieve this is using the Marketing Suspended field. This field, if marked TRUE, disables all marketing communication to lead.   1 - Create a listening campaign for trigger 'Email is Delivered' and count the number of times any email is delivered in a separate field (type score) - say, Email Delivered = +1 (set this to run everytime)       2 - Create another smart campaign to identify the event when Email Delivered updates to 5, wait for a day (or two, depending upon how much time you want to give for the person to engage) and request the 3rd campaign which...       3 The 3rd smart campaign filters people who have not engaged in past five days, and marks them Marketing Suspended to TRUE, erases 'Email Delivered' back to NULL, waits 30 days (or the duration you want to pause the leads) and marks Marketing Suspended back to FALSE.       This program can pause your dormant leads for a while.   Hope this helps! ... View more

If your fields for data for different topics are different, different forms would not overwrite them unless you use them again in those forms and if you do that, it should be fine. Using Boolean is easier to work with later as well, as you just need to select true/false while creating campaigns. It's relatively better structured - as each category gets a field. In a larger set of values, picklist can seem easy, but the data storage gets messy. You'll need to use 'contains' operators and may run into issues where parts of words may qualify for filters which they shouldn't. It's taxing to manage especially when you want to store more than one value for an interest field. Even if you create a dedicated form, the maintenance of this data is cumbersome. ... View more

Although this may not be an absolutely 'complete' list - but if you try to fetch this from Campaign Inspector and look at the filters which contain a common criteria, you'll get a list in a spreadsheet.     ... View more