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Anonymous
April 3, 2017
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Report on Form Fillouts

  • April 3, 2017
  • 2 replies
  • 3678 views

Hello -

I am interested in creating a report as follows:

Report on total form fill-outs. I want to report on the total touch points of all leads in Marketo monthly. What is the best way to set this up? In additional, is there a way to show this in a chart?

Thanks,

Bethany

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    Best answer by Grégoire_Miche2

    Hi Bethany,

    This is not possible directly. You can create a score field and add +1 to a lead each time this lead fills out a form. But even this will not be perfect as you will have to reset it every month.

    The simplest way, by far is to extract the Activity log with the API and report on them. There a few launchpoint solutions you can use for this.

    -Greg

    2 replies

    Darrell_Alfons2
    Darrell_Alfons2
    New Participant
    April 4, 2017

    Great points Greg and Sanford.

    Bethany Dunich​ just wanted to also toss in that if you are looking for overall engagements - we sync success leads to campaigns in Salesforce. So if a lead fills out a form it is recorded there. Then you can create a campaign salesforce report, and create a chart that way, probably using the member first associated date field.

      Grégoire_Miche2
      Grégoire_Miche2Accepted solution
      New Participant
      April 3, 2017

      Hi Bethany,

      This is not possible directly. You can create a score field and add +1 to a lead each time this lead fills out a form. But even this will not be perfect as you will have to reset it every month.

      The simplest way, by far is to extract the Activity log with the API and report on them. There a few launchpoint solutions you can use for this.

      -Greg

      SanfordWhiteman
      SanfordWhiteman
      New Participant
      April 4, 2017

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