Smart List Custom Columns

Forum|Forum|10 years ago
August 4, 2015
3 replies
6769 views

Hello all,

Quick one here.....

I'm trying to pull smartlists into a lead report to show me a consolidated report for leads by stream, cadence status, and exhausted status.

I'm using a lead performance report, then I go to set-up, drag in custom columns, but when I try to select the smartlist, it is not there as an option. Does the smartlist have to be somewhere special to be visible to the selector? All mine are in the engagement program in marketing activities.

Thanks for the help,

RM

Marketo

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Best answer by Priyank_Joshi3

Hi Rich,

1. Smart Lists can be pulled in Lead Report but there is a limitation of NOT more than 10 columns to be included in Custom Column of Lead Report.

2. Your Custom Columns would hold the same name which your Smart List name would be.

3. You can either create your smart list in Lead Database or in Marketing Activities.

4. My assumption is your smart lists sit under Marketing Activities, you should try calling your smart list using Program name. As program name auto-appends to smart lists sitting under Marketing Activities.Or you can create smart lists in Lead Database, plus point for creating smart lists in Lead Database is you can actually alter the name to appear in custom column of your report.

I hope it helps.

Thanks

Priyank

Rich_Miller2Author

Level 2

I tried putting the report in the same folder as the smartlist in marketing activities and that did not work. The report still cannot find the smartlist.

At first, I was working on a report that was in analytics and the smartlist was in marketing activities.

Thanks,

RM

Josh_Hill13

Level 10

There is not a report like this. It is better to go to the Engagement Dash to see a count and count by Status or Paused vs. Normal.

The smart list (regular) can also help here.

Rich_Miller2Author

Level 2

Hello Josh,

Thanks for the input. Couple of quick things:

1) The dashboard will show me that, but there is no one view with data by stream. I have to click through it to see the different streams. So I do not think it will work as a report that I can distribute.

2) What am I doing wrong with the custom columns? Do you have any thoughts on why the smartlists do not show up? Is there some kind of technical dependency to get them into a lead report? May not be the right answer for this specific use case, but it is something I need for some other spots. All the documentation makes it sound like all smartlists should be visible for custom columns in lead reports.

Thanks again.

RM

Priyank_Joshi3Accepted solution

Level 5