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A
Anonymous
March 11, 2016
Question

Pulling Lead Activity Logs for Several Users

  • March 11, 2016
  • 2 replies
  • 3351 views

Is there a report or a combination of smart list filters that can pull all lead activity for more than one user at a time?

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2 replies

Grégoire_Miche2
Grégoire_Miche2
Level 10
March 11, 2016

HI Chrissy,

No. This has to be done through the API.

-Greg

Catherine_Dalm2
Catherine_Dalm2
Level 2
April 21, 2016

Hi Greg,

What do you mean by it has to be done through the API?

Thank you.

Cathy

Grégoire_Miche2
Grégoire_Miche2
Level 10
April 21, 2016

Hi Catherine,

You will have to develop a small app that can connect to Marketo through Marketo Web REST API and run the "Get activity" queries.

It will take some development skills.

-Greg

Dan_Stevens_
Dan_Stevens_
Level 10
April 21, 2016

Are you looking for ALL raw data or specific data?  If the latter, RCE may be able to assist.  We do this today within specific accounts to show all TOUCHES and RESPONSES (based on program status):

George_Yu
George_Yu
Level 2
August 11, 2017

Hi Dan, your suggestion is really helpful. May I know which Analysis Area (Email Analysis, Program Membership Analysis, etc) do I create to achieve that?


Also, is it possible to generate a list of web page which our accounts have visited?

Dan_Stevens_
Dan_Stevens_
Level 10
August 11, 2017

Hi George - this report is based on Program Membership Analysis.

Yes, there is a way to generate a historical list of web page activity - but you need to customize it within your environment:

Smart Campaign:

NOTE: the history value is:

{{system.dateTime}}: {{trigger.Web Page}}{{my.line-break}}{{lead.Avanade Web Page History}}

For the line break token, I'm using @Sanford 's technique explained here:

http://blog.teknkl.com/dark-mkto-alleys-line-break-token/

You can then use this history value in your RCE reports.  You can also use this field in your email alerts to Sales.  We use an email script to insert a <br> tag (thanks @Sanford Whiteman​) to replace the hidden line break (which doesn't render properly in HTML) with a <br> tag:

And this is how we use this in our alerts:

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