Program Success Analysis - Includes Leads AND Contacts? | Community
Skip to main content
A
Anonymous
March 24, 2016
Question

Program Success Analysis - Includes Leads AND Contacts?

  • March 24, 2016
  • 4 replies
  • 1844 views

Does the Program Success Analysis report in RCE include leads and contacts when creating a report? As there is nothing to specify selecting leads and/or contacts in the fields, I was wondering if (because it's a Marketo report) everything is lumped under leads and I am getting all the data I need, or is there a way to separate out the two types of records in this (or another report)?

I have this particular report set up in the following way:

Main Report Criteria

Additional Reporting Filters:

This post is no longer active and is closed to new replies.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

4 replies

A
Anonymous
March 24, 2016

Yes it includes both.   Leads and contacts from the crm syn to leads in Marketo

A
Anonymous
March 24, 2016

You may need to set a field to indicate wether it is a lead or a contact in the CRM

Dan_Stevens_
Dan_Stevens_
Level 10
March 24, 2016

Enable the 'SFDC Type' field (I'm assuming that's what it's called for SFDC users) under "Custom Field Sync" in Admin - which will tell you if the lead in Marketo is a LEAD or CONTACT.

Roxann_McGlump1
Roxann_McGlump1
Level 5
March 24, 2016

Hello Michelle,

Both leads and contacts are simply considered leads in Marketo and, by extension, RCE.   So yes, your report should include Marketo leads that are leads and contacts in your CRM

Terms & ConditionsAccessibility statement

Loading footer...