michellechopin

michellechopin

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Date Last Visited
4 weeks ago
Level 8 - Community Advisor
Joined the community 16-09-2020
Rank Icon Level 8 - Community Advisor
Senior Marketing Automation Specialist
Seattle, Washington
  • Program Membership Smart List Filters

    Hi Community Members, After digging around to find some help on monthly program membership reporting (why there's no option to add a time frame in a Program Report is beyond me...), I came across this post which was a huge help in identify program membership by month. I've set up my Smart List and i...

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  • solved badge Re: Lead Score Progression Report

    Thanks for the detail @Michael_Florin - that Created At state is a hard one to work with in general as I don't find it useful even in the base report. I want to know the number of people in a particular state at a particular moment in time. So, it makes sense that this wouldn't work for a report giv...

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  • solved badge Lead Score Progression Report

    Following on from my last request about setting up a lead score report (without Advanced Reporting), I'd love to know how those leads progress in score from one month to the next. As an example, the below screenshot shows that there are 627 people in the 20-39 category in January - how can I find ou...

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  • solved badge Re: Lead Scoring Report

    Great tip indeed! I am going to set that up now and protect these lists for the future. Thank you so so much 😀

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  • solved badge Re: Lead Scoring Report

    Hey @Michael_Florin, Thank you so much for your help! I wonder if it was the use of the individual Smart Lists as the Smart List for this report that was causing confusion because as soon as I removed that (and before I did anything else), the report looked far more like your example. I've made a fe...

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  • solved badge Lead Scoring Report

    Hi Community, Reaching out for your help as always! I am looking to create a Lead Scoring report and found this awesome thread that shared how to do so without having Advance Reporting. I've followed all the steps but the report isn't showing the information how I'd expect. Here's my process:Created...

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  • solved badge Re: Issue Adding Web Page Information to Interesting Moment

    That's great to know! I'm in the process of setting up a meeting with our web team to move forms back into Marketo in their entirety if possible, but I'm also going to share this thread with your valuable comments so that they are aware of that option (in case there's a specific reason why Marketing...

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  • solved badge Re: Issue Adding Web Page Information to Interesting Moment

    I don't disagree with you about the possibilities. Without any context of what things looked like when the form came about and not being a web developer myself, I can't confidently state either way. I just know that the Submit button is the only thing I can edit/adjust in Marketo and that's what the...

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  • solved badge Re: Issue Adding Web Page Information to Interesting Moment

    We've had Marketo since 2018 and the form (button) we use was created in May of the same year. While I'm unfamiliar with the Submit Form API endpoint, I saw the code used to pull in form details and it looks like it might be custom - the web developer who created/manages it connected with me for any...

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  • solved badge Re: Issue Adding Web Page Information to Interesting Moment

    I didn't get a notification to your last update, @SanfordWhiteman - apologies for not replying until now! I had a great chat with one our web developers who gave me some huge insight for our forms set up and how they work. We use Marketo to set up the main button for the form, our Web Team sets up t...

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Public Statistics
Date Registered ‎09-16-2020 02:25 PM
Date Last Visited 4 weeks ago
Total Messages Posted 227
Likes Received 106