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June 17, 2014
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Send batch report of event registrations each day

  • June 17, 2014
  • 14 replies
  • 4063 views
We have a lot of seminars run by account managers. Our account managers don't have access to Marketo, but would like to receive a daily email with an excel sheet of registrants.

The Marketo Events app is our workaround for now, but they're limited to only viewing registrations one week in advance and would prefer an email with this information instead.

14 replies

New Participant
February 7, 2020
No text available
New Participant
July 23, 2014
Yea ... that doesn't help me. Maybe in a future release of Marketo (hint hint!).
June 26, 2014
Easy with RCE. Manual without it.
Amy_Lepre
New Participant
June 26, 2014
And if you don't have Revenue Explorer? :-)
June 26, 2014
Hi Kim,

That is correct.  You don't need a CRM to create this report.  The data for the Program Membership Analysis report is based on Marketo Programs and Leads DB data.  Here are some additional examples with step-by-step instructions:
  1. Build a Program Membership Analysis Report that Shows You Program Status Details - https://community.marketo.com/MarketoResource?id=kA650000000GxMzCAK
  2. Build a Program Membership Analysis Report that Shows You Success Timeframe - https://community.marketo.com/MarketoResource?id=kA650000000GxN4CAK
  3. Build a Program Membership Analysis Report that Lists Leads - https://community.marketo.com/MarketoArticle?id=kA050000000LH8dCAG
As an FYI, Revenue Explorer is available in the Select edtion or with the RCA add-on product if you have the Enterprise or Dialog edition.  Let me know if you have any questions.

TJ
June 26, 2014
Hi TJ,
Can you use that report if Marketo is not hooked up to your CRM? Could you please provide more info on setting up that report?
Thanks.
June 26, 2014
Hi,

See example Program Membership Analysis report created in Revenue Explorer below.  This report can be configured as a subscription.



TJ
June 19, 2014
Having the registration list sent to a list of recipients prior to the event, or even the day of the event would be very helpful not only for reminders, and venue prep (ordering food, etc) but also for taking attendance as well.


Amy_Lepre
New Participant
June 19, 2014
Too bad Cheryl said just this week that we won't be seeing this feature in 2014. Disappointing.
June 19, 2014