Is there a report I can pull that shows how much each leads' score has increased/decreased from activity only in that engagement program? | Community
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Morgan_Flaharty
Morgan_Flaharty
Level 1
May 15, 2019
Question

Is there a report I can pull that shows how much each leads' score has increased/decreased from activity only in that engagement program?

  • May 15, 2019
  • 3 replies
  • 4416 views

I want to see how much a leads' score has changed from behavioral activity in an engagement program. Right now I have been going through each lead activity and manually counting. 

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3 replies

Priyank_Joshi3
Priyank_Joshi3
Level 5
May 15, 2019

HI Morgan,

You can create a smart list with filter Data Value Changed is Person Score with constraint in Past x days, that should get you list of records. 

If you are looking a specific score change you can add it as constraints for your filter.

Thanks!

Priyank

Morgan_Flaharty
Morgan_FlahartyAuthor
Level 1
May 15, 2019

Yes that makes sense, but I am trying to see it in a different way. For example: Person X's lead score has changed +20 from Engagement Program 1 (and only engagement program 1, but person score has changed from any activity).  

Wouldn't the filter above show the list of records score from any activity in any program... even if they scored from visiting a web page through a different program and not specifically from that engagement program?

Balkar_Singh
Community Advisor and Adobe Champion
Balkar_SinghCommunity Advisor and Adobe Champion
Community Advisor and Adobe Champion
May 24, 2019

This may be feasible via defining the Reason constraint and picking the campaign which changes the value. E.g. mentioning the campaign which scores the lead on behavior, and in addition applying the filter member of engagement program.

    Victor_Herrero
    Victor_Herrero
    Level 5
    June 25, 2020

    Perhaps advanced reporting in Marketo can give you that insight, but another option i see (probably not a best practice) could be to create a score field for that engagement program and have your internal behavioral scoring campaigns increase that score field when the desired action happens (I don't know, maybe "opens / clicks email in Stream A" ? ). 

     

    Something deep inside of me tells me we should avoid creating fields for single marketing campaigns or Marketo campaigns or pieces of content... I know Salesforce has a limit on fields per object, but I'm not aware of object limits in Marketo or performance issues derived from too many fields. 

     

    If you really really want to know that with precision, this may be a way...

      Victor_Herrero
      Victor_Herrero
      Level 5
      June 26, 2020

      In fact, recently I have noticed a new feature in Marketo: https://docs.marketo.com/display/public/DOCS/Program+Member+Custom+Fields

       

      Custom fields for programs, which are probably a better choice than adding the field to the Person record, if the information is strictly tied to one campaign (program). 

      I see there are some important limitations like these fields not being available for tokens (probably a good idea is to use them strictly for operational information or reporting and not for any customer facing information that you may want to share with them). 

       

      I have to be honest, I haven't used them myself yet, but they do seem a good option for storing program specific information, like score attained from the program itself for every record in it. 

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