Form fill out report | Community
Skip to main content
N
N_A_C
Level 3
November 22, 2016
Solved

Form fill out report

  • November 22, 2016
  • 3 replies
  • 8659 views

Is there any way to create a report that includes the name/email address of each person who filled out a form? I know how to create a smart list, but my customer would like a report sent on a weekly rhythm. Is there any way?

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by SanfordWhiteman

Smart Lists themselves can be subscribed to.

3 replies

SanfordWhiteman
SanfordWhitemanAccepted solution
Level 10
November 22, 2016

Smart Lists themselves can be subscribed to.

    Devraj_Grewal
    Devraj_Grewal
    Level 10
    November 22, 2016

    More info: Subscribe to a Smart List - Marketo Docs - Product Docs

    Or if they just need to see the name and email address of those who filled out a form in the email, subscribing to a report would be easier. Just bring in the columns of name and email in the lead performance report view. Then you can even bring in each smart list (one for each form filled out) and include those on the report: Add Custom Columns to a Lead Report - Marketo Docs - Product Docs. Then they can see at a glance which form each lead filled out.

    Robb_Barrett
    Robb_Barrett
    Level 10
    November 23, 2016

    If you want to know the date the form was filled out you'll have to create a tracking Smart Campaign that does something, such as setting a status. Ideally if your SC only has one step it's easiest to get the information.

    Trigger it on Form Is Completed.  Then you'll have to go in and manually download the Results tab (until Marketo decides to make this a subscription.)  This way you'll get a timestamp of when the form was filled out. This is the only way to know for sure unless you're also using Milestones.

    Robb Barrett
    Casey_Henry2
    Casey_Henry2
    Level 2
    November 28, 2016

    I pass these as completed tasks to SF and easily run a report there. Subject includes form name, comments includes referrer.

    Terms & ConditionsAccessibility statement

    Loading footer...