Has anyone found a way to create an Interesting Moments report?

Forum|Forum|10 years ago
September 10, 2015
5 replies
4838 views

I realize the ability to create an Interesting Moments report in Marketo is lacking - in fact, I just created an Idea here: . To be honest, I'm surprised this hasn't been suggested prior to now. Anyway, I'm just wondering if anyone has gotten creative and found a way to create some sort of consolidated report - in lieu of Sales Insight - that will display all interesting moments within an account/company, by individual leads (and hide those leads where there are no IMs).

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Josh_Hill13

Level 10

No. I thought this was an Idea already....odd because there have been soo many threads on this question.

The most you can do is pull a smart list where Last Interesting Moment Desc IS NOT EMPTY. I suppose you could add this field to RCE as well for some more reporting.

What we really need is a separate record object that can be reported on. I have heard some people do this for SFDC Campaign Member record or similar objects.

Dan_Stevens_Author

Level 10

I thought so too, Josh. But when I scoured the Ideas section, there was nothing. In fact, I could have sworn I saw a couple over the past couple of months (that originated from discussions around this topic).

Unfortunately, "Last Interesting Moment Desc" isn't a field that can be synced to RCE. In fact, none of these can be (they're probably treated similar to the Lead Owner fields (first, last, phone, email) - hidden and unable to be synced to RCE):

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Anonymous

Hey Dan,

I wrote a blog post on a report that compiled interesting moment types on a lead-by-lead basis. I know this isn't 100% what you are looking for, but it could get you pointed in the right direction. Marketo Hack: Give your sales team insights they can actually use. | Brent Levi | LinkedIn

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AlokRa4

Level 10

We recently implemented a workaround for achieving this. Here's what we did:

- Create 2 new custom fields in SFDC on Lead and Contact Object:
Most Recent Interesting Moment (Type:Text) and All Interesting Moments (Type:Text Area)

After the fields were created, go to the flow of the campaign where you are creating the Interesting Moment. Here, add a step for Change Data Value:
Most Recent Interesting Moment = {{lead.Last Interesting Moment Type}} . {{lead.Last Interesting Moment Desc}}
This would concatenate latest Interesting Moment Type and Description.
Add a wait for 5 minutes, which is optional to add.
Add Another Flow step for updating the value of All Interesting Moments. You can add a separator in between for distinction between two interesting moments.
{{lead.All Interesting Moments}} ► {{lead.Recent Interesting Moment}}
Test the campaign with test records and creating multiple interesting moments. Once tested, activate it for all the leads.
Create a Smart List and add a filter to get leads where ‘Most Recent Interesting Moment’ changed yesterday.
Update your default lead view to include Most Recent Interesting Moment and All Interesting Moments.
Add a daily subscription for the leads who would be coming from this Smart list, using the List Subscription feature that came in the latest release.