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A
Anonymous
July 16, 2015
Question

Need to create automated weekly report on form fills

  • July 16, 2015
  • 8 replies
  • 6043 views

I have embedded marketo forms on our website and looking to create a report every Friday letting me know what forms were filled out for the previous week.

Is this possible?

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8 replies

A
alex.stanton
Level 7
July 17, 2015

Nathan, there is no out-of-the box report that will tell you that, but if you have set your progression statuses to FILLED OUT FORM or similar, then you could create a program performance report, filter by program (and check the option to show progression statuses).

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Anonymous
August 12, 2015

sorry how would i do that exactly? is there a tutorial to how to set the progresion status because i do not see filled out form as an option

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Anonymous
August 13, 2015

Seems like a simple report that Marketo should offer out of the box. Have had this need more than a number of times. Is this what you are looking for?

Registrants

                         Feb     March     April

Program A          56          78         25

Program B          67          78         25

Program C          56          5           45

If so, one option is to sync those Programs to SF Campaigns and use SF Campaign reporting as a matrix report. The left hand column would be SF Campaign Name and the columns across the top would represent First Associated Date or something like that.

Assumptions

  • You are using programs with some kind of registered status where form sumbitters become part of the program.
  • You sync the Program to SF.
  • This report works if Registered is the first progression step. For example, if you use Visited landing page, someone may get associated but didn't fill out form.
A
alex.stanton
Level 7
August 13, 2015

Brilliant!

A
Anonymous
August 14, 2015

This worked for me:

1. Create new fields. E.g. Last Form, Last Form Date.

2. Create a smart campaign. Smart List: Fills out form is any, Flow: Last Form = {{trigger.name}}, Last Form Date = {{system.dateTime}}

3. Create a lead report. Group Leads By: Last Form. You may wish to add Custom Columns.

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Anonymous
August 14, 2015

Ive done something similar just making smart lists and putting them in 7 day increments just wish i could subscribe

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Anonymous
August 14, 2015

So basically what im geting is that unless i have sales force (which i do not have access to at the moment) there is no way to create a leads by campaign report that will feature lead attributes as columns?

A
alex.stanton
Level 7
August 14, 2015

Hi Nathan,

Not sure you had seen this - it is a Marketo report called Lead Performance Report. I posted this yesterday:

Nathan, this is an roundabout way of solving your problem, but try this:

Create a Lead Performance Report. In Setup pick leads created all time and group by SFDC Type. Then pull the custom columns from the right side panel and add the smart lists you created. In the report, right click on the column headers and deselect the totals. This will give you a matrix like the one below, with the added bonus of knowing if those who filled out the form were a lead or a contact or not an SFDC record.

If you subscribe to the report, then you can put it all in an excel workbook and combine all the reports you get weekly into a graph.

SFDC Type                Form 1               Form 2               Form 3               Form 4

------------------------------------------------------------------------------------------

Lead                              50                       22                          46                      29

Contact                         92                       73                          42                      11

Empty

------------------------------------------------------------------------------------------

Total                           142                      95                          88                       40

A
Anonymous
August 14, 2015

ive done this report but its not giving the attributes i need. I am basically wanting it broken down by campaign but i need more of the leads email address and form information rather then jsut how many filled out the form. thats important but doesnt do the sales team any good as far as following up with the leads generated

A
Anonymous
August 14, 2015

Im learning a lot from this discussion so special thanks to all those who are giving me your thoughts i'm very new to marketo so troubleshooting is one of the best ways for me to learn.

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Anonymous
August 14, 2015

what if i created a smart list in the lead database that had all the attributes i needed. Is there a way to link this list to a subscription?

Dan_Stevens_
Dan_Stevens_
Level 10
August 14, 2015

As of now, you cannot subscribe to Smart Lists (unless you were among selected customers to trial this back in June) - that capability is supposedly coming in October.

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Anonymous
August 16, 2015

If i were to separate the forms into separate programs, would there be a local report that would list the clients and attributes?

Dan_Stevens_
Dan_Stevens_
Level 10
August 16, 2015

First, there's no need you use separate forms.  Not only is this not a very scalable approach (especially if you're using the same form fields on each form), but there are no separate reports that you can run from within Marketo that filter on form name.  You want to focus on the PROGRAMS and the specific PROGRAM STATUSES.  That being said, there are still no lead-level reports that you can use out-of-the-box.  The Program Performance Report would get you what you need at the PROGRAM level, but you still won't be able to see WHO achieved those specific program statuses/success.  RCE would be required.

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Anonymous
August 17, 2015

Thanks guys for your help. I'm going to dig a little deeper into sales force and let you know what we can pull off that way. Will be updating soon!

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