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Elizabeth_Bonin
Elizabeth_Bonin
New Participant
July 14, 2016
Solved

Form Fill Report

  • July 14, 2016
  • 2 replies
  • 7576 views

Is there anyway to easily filter form fills for all email programs for the month of June?

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Best answer by Juan_de_Dios_Ng

You can do this in Marketo by using a "Lead Performance" report and then just set the smart list filter to "Filled Out Form" and specify your form (or any). Then add a constraint for "Date of Activity" and select time frame (between), "from 1 June  to 31st June." .

The downside to this is it will only give you the total number, you won't see who filled it out. This is a feature not available in the Marketo reports/subscriptions.

if you need to know who filled it out you have to create the smartlist in lead database section.

2 replies

A
Anonymous
July 29, 2016

Thanks, everyone, for weighing in on this question. I've found it helpful, too. Although I want to make sure I understand.

I was directed toward this post after asking how to get out of Marketo a list of leads who filled out forms along with lead information, lead source and the date of the form fill.

Is that not possible?

If not, then what is the purpose of Marketo not letting me easily pull that information, which is clearly in the data?

Can this be done in RCA?

    Bill_Carney2
    Bill_Carney2
    New Participant
    December 20, 2016

    I would think this is a common question and an answer existed - Marketo reporting is very sub par.  I'm not even sure when you pay more (RCA) you'll get this information.  I'd be interested if anyone had a decent approach for this.

    SanfordWhiteman
    SanfordWhiteman
    New Participant
    December 20, 2016

    This is where the API -- which can be overused in other cases -- saves your bacon. Querying just the Activity Log will get you all the information for Filled Out Form activities, including (for the most part, save for certain invalid data) the raw field data in the form post.

    It won't show you other fields already on that same lead, though (since those are not part of the activity).

    Juan_de_Dios_Ng
    Juan_de_Dios_NgAccepted solution
    New Participant
    July 14, 2016

    You can do this in Marketo by using a "Lead Performance" report and then just set the smart list filter to "Filled Out Form" and specify your form (or any). Then add a constraint for "Date of Activity" and select time frame (between), "from 1 June  to 31st June." .

    The downside to this is it will only give you the total number, you won't see who filled it out. This is a feature not available in the Marketo reports/subscriptions.

    if you need to know who filled it out you have to create the smartlist in lead database section.

    Elizabeth_Bonin
    Elizabeth_BoninAuthor
    New Participant
    July 14, 2016

    Thank you, when I attempted this I came up with zero when I know it's more than this.

    Juan_de_Dios_Ng
    Juan_de_Dios_Ng
    New Participant
    July 14, 2016

    Hi Elizabeth,

    Make sure your smart list  in analytics has the correct dates

    and the set up  the 'Lead Created At' is 'All Time'

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