Is it possible to send a report to sales owners of just their lead activity? | Community
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Will_Raleigh
Level 2
Jul 20, 2019 1:43 PM UTC
Question

Is it possible to send a report to sales owners of just their lead activity?

I would like to send sales owners a weekly report of their clients who have visited the web site. I could create a thousand reports, each with its own subscription, but that is unsustainable. I could create an alert, but that would generate an email for each client, and that would be overwhelming for the recipient. Is there some way to automate/tokenize this?

We don't have sales insight. 

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2 replies

Jay_Jiang
Level 10
Jul 22, 2019 1:33 AM UTC

If you use slack, consider a slack bot that provides notifications in real time to each sales person

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SanfordWhiteman
Level 10
Jul 21, 2019 10:51 PM UTC

I'll tell you how we've rolled this out. But you won't necessarily feel like implementing it... while you wouldn't have to touch it after initial setup, it's certainly complex.

  • to prepare, every salesperson (i.e. report recipient) is a person in Marketo
    • this is because we're not sending them a report or alert, but an actual email
  • interesting activities are sent to a Google Sheet via webhook
    • the Sheet also includes a column for the lead owner email address so it can be referenced later
  • a daily batch is run, with a Smart List that qualifies all the salespeople
    • batch uses Request Campaign to in turn call a trigger campaign (as webhooks only run directly from triggers)
    • another webhook fetches each salesperson's matching rows in the sheet, aggregates/groups data as necessary, and saves the response to a Textarea field
    • email goes to the salesperson including their {{lead.Daily Lead Activity}} token

The main concern is you can't be sending high-volume activities like sending every single Send Email event in a webhook. This is b/c webhooks have a practical daily limit, in effect enforced by the speed of light... stay under 50K and ideally under 20K activities.

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