Measuring the number of touches on a lead | Community
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Anonymous
March 23, 2017
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Measuring the number of touches on a lead

  • March 23, 2017
  • 2 replies
  • 5154 views

I'm looking to see how many times each lead has been touches in the last three months via our Marketo emails.

I think I can do this by make separate smart lists for each touch number to determine where they sit, however this would lead me to have many smart lists and is more work than I'd hope.

Is there an easier way to do this?

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    Best answer by Dan_Stevens_

    Hi Dan, can you perhaps give me a little more detail as to how you created this report? Trying to replicate but struggling a little. I am not sure if there's too much data but it is taking a long time to refresh!


    Hi Carly -  The report above ("program membership analysis") is made possible since we have a specific program status in every program channel that includes email sends (email (default program), email send program, events, etc.) - called "Delivered - Touched".  Each time an email is sent, we wait 24 hours to determine if the email has been delivered.  If so, we change their program status accordingly:

    When we configure the report with filters, we not only filter on this status, but also the "clicked - downloaded" program status (to account for those users who click before they can achieve the earlier program status of "Delivered - Touched" - since this program status is an earlier one and once you achieve a later one, you cannot move backwards (nor would we want them to)). In fact, we include any touch or level of engagement in this report, since that really does signify a touch.  Here are the filters that are used for this report:

    And then finally, you would apply a specific timeframe filter for the period you want to measure.

    2 replies

    Dan_Stevens_
    Dan_Stevens_
    New Participant
    March 24, 2017

    We do this today using RCE - and it's solely based on program status:

    Josh_Hill13
    Josh_Hill13
    New Participant
    March 24, 2017

    But you set it up to do that. Marketo won't completely show that to you.

    And are you able to say "Avg # of touches" until...X?

    Dan_Stevens_
    Dan_Stevens_
    New Participant
    March 25, 2017

    Josh, what do you mean by this?  Of course we setup this report to provide this level of insight.  I was simply trying to convey that if you define/setup up program statuses like this - and have RCE - you can achieve this level of reporting.

    Yes, we can limit the output here based on timeframe (e.g., touches per lead over the last 3 months).

    Grégoire_Miche2
    Grégoire_Miche2
    New Participant
    March 23, 2017

    Approach 1:

    • Create a score field. Name it Number of touches.
    • Create some smart campaign that add +1 to the field each time a touch is made. Use this field for reporting.
    • Reset the field to 0 from times to times (every 3 months, for instance)

    Approach 2:

    • Use an advanced reporting solution, either Marketo's or one that can extract activity data

    -Greg

      Josh_Hill13
      Josh_Hill13
      New Participant
      March 23, 2017

      yes!

      Marketo cannot really do this directly.

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