Is there a way to show users who commonly opening / clicking into email or viewing website ? | Community
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Level 2
December 1, 2022
Question

Is there a way to show users who commonly opening / clicking into email or viewing website ?

  • December 1, 2022
  • 3 replies
  • 3477 views

Hi Everyone,

I'm a new user of Marketo and just wondering if there is any way we can build a Smart List or report to show who commonly opening / clicking into email in general or for a certain topic, or viewing our website?

Any guide will be highly appreciated. Thank you!

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3 replies

SanfordWhiteman
Level 10
December 1, 2022

Welcome to the Nation!

First, let’s tighten up some terminology. You don’t want to say “Users” here. You want to say “People” — or, as many of us old-school people say and the platform still uses in lots of places, “Leads”. Users log in to your Marketo instance, you don’t market to them.

To your question: “commonly” is a vague requirement, but you’ll want to create a Smart List with filters like:

  • Clicked Email, constrained by Date of Activity and Minimum Number of Times
  • the same for other activities, remembering that web activities are only stored for 90 days

When you mention “for a certain topic” that depends on your naming conventions. The actual content of an email will not be filterable. Nor (unfortunately) will be the Tags on a Program that sent or contains an email.

P.S. I also like to remind people that when you use a similar SL to determine inactivity (i.e. people who you might purge), you want to make sure you’ve also given them a chance to engage within a time period. That is, you wouldn’t necessarily punish someone for not engaging in 90 days if you’ve messed up your filters and haven’t even sent them anything in 90 days. (There are of course situations where inactivity is a direct proxy for having received communications + not engaging, but that relies on running a very tight operational ship.)

Darshil_Shah1
Community Advisor and Adobe Champion
Community Advisor and Adobe Champion
December 1, 2022

You can use "Opened Email", "Clicked Link In Email" and "Visited Web Page" filters in a smart list and add apt constraints in the filters, including the "Min. Number of Times" constraint to filter out people who engaged with the respective assets > the set threshold of what you'd classify as a significant number of opens/click email CTAs/visits. Also, if you have RCE, you can add in a lot more measures/rows to get more insightful data than a Marketo SL!


FYR, Marketo logs an Open activity only 1x for a person-email combo, so you'd need to be cognizant of that and the open/click activities from email scanners while using these metrics for gauging the engagements/performance of assets. Lastly, a smart list queries data from the lead activity logs, so you should also consider the retention periods of these activities as well. Check out the Marketo retention policy doc here! Hope this is helpful. Let us know if you have questions.

StevieG-2Author
Level 2
December 16, 2022

Thank you Sanford and Darshil for the reply and guidance.

 

What I'm looking at is actually a summary at a global level for a person that our marketo users can access from Analytics to measure the engagement and activity level from a client from time to time - maybe similar to the web page activity report, except instead of looking at webpages, it measures against all available programs (e.g emails, events, publications, etc). Otherwise, similar to email performance report, except for showing people rather than programs. 

 

For example, 

 

Full Name Company Job Title Opened emails Invite Clicked Unsusbcribe First Activity Date Last Activity Date
John Smith ABC Limited CEO 4 1 0 01/02/2022 9:30AM 12/12/2022 1:30PM
Susan Morgan Super Pty Ltd Managing Director 3 2 1 05/03/2022 10:30AM 16/12/2022 2:18PM

 

I've tried to play around with the people performance report including the drill down option, however it doesn't display as how I wanted like the above and the SLs and the custom column options in the setup is still very limited by program-to-program level.  Maybe I'm looking at the wrong setup, can anyone please help guide / advise? Thank you very much in advance.

Darshil_Shah1
Community Advisor and Adobe Champion
Community Advisor and Adobe Champion
December 16, 2022

You’d want to use RCE reports as there you can add the Email Address field as a column in pretty much all the reports. If you don’t have RCE, you’d have to rely on pulling the activity data from bulk activities extract API, do some slicing + stitching, and put together the stats for people based on different activity type ids. 

 

Katja_Keesom
Community Advisor and Adobe Champion
Community Advisor and Adobe Champion
December 16, 2022

There's already a good conversation going on several practical aspects of Marketo's capabilities, but I would like to zoom out a little bit here and challenge the usefulness of what you want to achieve. As is documented in many posts on the nation, actual email opens are a very poor indicator of actual human behaviour. An Open only means the images have been downloaded, but this could easily have been an email server doing this, so is no indication at all of the person having encountered the content.

Email clicks are a different topic, as long as you are making an effort to effectively recognize bot activities and leave them out of the equation. If you do this diligently, email clicks are actually an indicator of human behaviour.

 

In general, my best advice for having an indicator of a person's level of engagement is to implement lead scoring, where every active interaction (ranging from email clicks and web visits to event registrations and content downloads to name a few obvious ones) is awarded a score that reflects the value of the interaction in relation to the person's buying intent.

Darshil_Shah1
Community Advisor and Adobe Champion
Community Advisor and Adobe Champion
December 16, 2022

I agree with @katja_keesom100%!

 

It's not that people are not measuring the engagement/buying intent of their audience (which people reading this thread may think, given that there's no OOTB report that'd pull the count of opens or clicks against person records specifically), but rather people measure the engagement/buying intent by implementing a scoring set up which gives an overall indication of how far ahead the person is in their buying journey and how frequently are they engaging with different marketing assets.

 

Let's not go into a rabbit hole to figure out a solution for this, only to realize it was an XY problem later. 🙂