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Tara_Rowe
Level 5
August 9, 2016
Question

Export a Member List from a Program as a Campaign Step

  • August 9, 2016
  • 2 replies
  • 2664 views

Hello,

I was looking to be able to have a list exported as a step in the flow process from a campaign. The idea is that when a webinar is complete that all the members attending are exported to a excel file and sent to a email address of a user not using Marketo to publish to our Sales Team. I understand I can go in once complete or create a alert and export the list manually but we have so many ongoing it could fall between the cracks. Any ideas?

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2 replies

August 9, 2016

You can add to list as a part of a flow but not send the list via email.  For that you need to schedule the list to be sent out via a subscription.

SanfordWhiteman
Level 10
August 9, 2016

You can export the current lead to an XLS as part of a flow by using a webhook.  The principal problem with your model is that the leads are running through the flow individually.

Level 2
February 8, 2017

Hi Sanford, would you have an example of a webhook script that exports a lead to an XLS? Could you e.g. program it such that it adds a new line for each new lead in the xls?