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gracho
New Participant
March 2, 2021
Question

Tracking Reengagement - Reports & Smart Lists

  • March 2, 2021
  • 1 reply
  • 1712 views

Hello, 

 

I am trying to track leads that are re-engaging after X amount of time. Is there a way to set up a report or smart list that shows people whose last activity (excluding email delivered/sent) happened in the last 30 days, who were previously unengaged for the last 6 months?

 

-OR-

 

I have smart lists of unengaged leads, and smart lists of engaged leads–Is there a way to track when people move from one smart list to another?

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1 reply

Max_Maurier
Max_Maurier
New Participant
March 3, 2021

Hi! It sounds like you've got all the building blocks, but here's what I'd suggest (some of which you already have). 

 

1. Create a smart list with the criteria for non-engagement. Keep in mind that Marketo only retains certain engagement data past 90 days (here's the list of caveats: https://nation.marketo.com/t5/Knowledgebase/Marketo-Activities-Data-Retention-Policy-Under-the-Hood/ta-p/251191). You might want to use "not filled out form" and/or "not program status changed" in the last six months before the last 30 days or "between" a specific date / time frame.

2. Then, add the following to that same smart list (or include in a separate smart list on top of the first smart list): who has engaged in the last 30 days.

When you combine those lists in that way, you end up with:
[People who didn't engage for 6 months leading to the last 30 days] AND [People who engaged in the last 30 days] = Your Answer

The tricky part here is the non-engaged list. You need to set specific enough time criteria to avoid overlapping with the last 30 days in your example.

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