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A
Anonymous
August 18, 2016
Solved

Report of All Conversions

  • August 18, 2016
  • 2 replies
  • 2336 views

Hey everyone,

We are new to Marketo and still in the process of integrating our CRM.  In the meantime, I'm going to need to export all leads and upload them to the CRM daily as a manual process.  I'm struggling to build a report that can show me lead details with the name of the Form they completed as a column.

Can anyone help?

Thanks,

Kacyn

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Best answer by rachel2-2

Do you have programs/campaigns set up for tracking form fillouts? Create a new field (or use an existing) for your lead source. When a form is filled out, do a "Data Value Change" flow step and change this field to be the name of the form. Then, include this field when exporting your lists from Marketo.

2 replies

R
rachel2-2Accepted solution
Level 8
August 18, 2016

Do you have programs/campaigns set up for tracking form fillouts? Create a new field (or use an existing) for your lead source. When a form is filled out, do a "Data Value Change" flow step and change this field to be the name of the form. Then, include this field when exporting your lists from Marketo.

A
Anonymous
August 18, 2016

Thanks Rachel! That would work.  Do you know how it would handle if a person fills out two forms?

R
rachel2-2
Level 8
August 18, 2016

Hmm. Theoretically it would update the field to the newest form. There are three options:

1) Let it stay at the most recent form - requires no additional work

2) Always keep first form fillout.

     To do this, add a choice to the flow step where:

     [Name of Field] is empty, then do nothing

     Default: Update to form name

3) You can use lead tokens in the data value change, so the new value would look something like this:

     Change data value

     Lead Source

     New Value: {{lead.Lead Source}}; Form Name

Hope that helps!

A
Anonymous
August 18, 2016

You are the best, thank you Rachel!!!

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