5 Replies Latest reply on Apr 6, 2017 2:48 PM by Grégoire Michel

    Report on Form Fillouts

    Bethany Dunich

      Hello -

       

      I am interested in creating a report as follows:

      Report on total form fill-outs. I want to report on the total touch points of all leads in Marketo monthly. What is the best way to set this up? In additional, is there a way to show this in a chart?

       

      Thanks,

      Bethany

        • Re: Report on Form Fillouts
          Grégoire Michel

          Hi Bethany,

           

          This is not possible directly. You can create a score field and add +1 to a lead each time this lead fills out a form. But even this will not be perfect as you will have to reset it every month.

           

          The simplest way, by far is to extract the Activity log with the API and report on them. There a few launchpoint solutions you can use for this.

           

          -Greg

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            • Re: Report on Form Fillouts
              Sanford Whiteman

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              • Re: Report on Form Fillouts
                Bethany Dunich

                Thank you! Do you have any launch point solutions you would recommend?

                 

                Is this a common KPI companies report on? My scenario is as follows:

                We are currently using a SFDC form and NOT merging leads. So if the same lead fills out a form 12 times, they will be counted as 12 new leads. We are switching to a Marketo form soon so moving forward the same lead would be merged, I am looking for the best way to find a similar benchmark to the way we were previously tracking this metric.

                  • Re: Report on Form Fillouts
                    Grégoire Michel

                    Tableau BI software has a Marketo connector. DataLoader for Marketo works if you are OK to load the extracted data to SQL Server (Microsoft).

                     

                    Otherwise, Sanford screenshot is from a webhook server solution, named FlowBoost, that will enable to compute the data and add it to Marketo. Talk to Sanford about this, he is one of the (if not THE) author of flowboost

                     

                    -Greg

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                • Re: Report on Form Fillouts
                  Darrell Alfonso

                  Great points Greg and Sanford.

                   

                  Bethany Dunich just wanted to also toss in that if you are looking for overall engagements - we sync success leads to campaigns in Salesforce. So if a lead fills out a form it is recorded there. Then you can create a campaign salesforce report, and create a chart that way, probably using the member first associated date field.

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