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2015

Before I came to Marketo I was a HUGE data guy. I loved spreadsheets, I loved databases. I even used to teach spreadsheet and database design. Yes, it is, indeed, a sickness.

 

So when a client asked me "How can I see the number of form fillouts? Not the leads, I want to see the total number of fillouts." My reaction was, there has to be a way.

 

And there is, but it involves taking data in Marketo and analyzing it in Excel.

 

The secret is the Smart List Filter "Filled Out Form" in conjunction with the constraint of "Min. Number of Times".

 

Excel 00.png

 

Let's say you take a particular form and tell Marketo "OK, show me everyone who filled out this form at least once." The smart list comes back with a number of 5289.

 

You then change the smart list and tell Marketo "OK, now show me everyone who filled out this form at least twice." The smart list comes back with a new number of 2254.

 

By subtracting the number of people who filled it out at least twice from the number of people who filled it out at least once, that will tell you how many times the form was filled out exactly one time. 3035.

 

Excel 01.png

 

So it stands to reason that if we find out how many people filled out the form at least 3 times and subtract that from the number who filled it out at least twice, that will tell us how many folks filled it out exactly twice.

 

Excel 02.png

 

Then you keep going until you find the highest minimum number that is not 0. When you put in a minimum number and get 0 leads back, you're done because nobody filled out the form that many times and nobody filled it out more than that. (The highest number of times I saw was 57, that was an internal lead who was testing the form and trying to break it.)

 

Excel 03.png

 

Now that you know how many leads filled out the form how many times, you can determine the total number of fills. Take the exact number and multiply it by the minimum number.

 

So those 400 leads that filled out the form 4 times each generated, on their own, 1,600 form fillouts(!)

 

Total up the "Total Fills" column and you'll find that this group of 5,289 leads managed to fill out that form 9,155 times.

 

Excel 04.png


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Hello Nation!

 

This is something I often get asked about so I figured it may be useful to put out here for all to enjoy!

 

In Marketo we have 2 dates associated with lead creation and it can be useful to know the difference:

 

1. The "Created" date under the Lead Info on the Lead Record:

 

 

  • This is the date that the record was created.
  • If your lead was first anonymous and eventually became known, the date you see here will be that of the anonymous lead being created.
  • You can use this date as a token:  {{lead.Created At}}
  • You can use the filter "Created At" in smart lists to leverage this date:

 

 

 

2. The "Lead was created" date in the Activity Log of the Lead Record:

 

 

 

  • This is the date that the Lead entered the system as a known lead.
  • This date cannot be used as a token.
  • You can use the filter "Lead was created" in smart lists to leverage this date:

 

 

 

 

 

FAQ

 

 

Why is the date sometimes the same on both?

The date will differ if the lead record was created at a time different then when the lead was created which is what happens when an anonymous lead becomes known. If your lead was created manually, via list import or CRM Sync, the 2 dates will match as the lead record will be created at the time of the known lead creation.

 

Why can't I use the "Lead was created" date as a token?

Tokens can only leverage information that is stored in fields. This date is recorded in the activity log, but isn't stored in an actual field. As a result you can use it in smart lists but can't use it as a token. A similar example is email opens and clicks which are also visible in the activity log and can be found using filters in smart lists but cannot be used with tokens.

 

But I really need to use the "Lead was created" date as a token!!

The best way to achieve this is to create a custom datetime field to hold the date for you, as custom fields can be used as tokens.

To populate it, create a trigger campaign with the following:

 

This is a weird one! Why is the record creation date (1) after the "lead was created" date (2)?

This can happen when the lead was merged. The merge date in the activity log will match the record creation date (1).


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The recent WordPress 4.2.3 security release is affecting Marketo embedded forms.  WordPress is injecting code that comments out the line of the embedded code that loads the form.  This prevents the form from displaying on the page.

 

To correct this error, simply copy and paste the embedded code back onto the page using the Text Editor instead of the Visual Editor to prevent the code injection.


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Marketo is strengthening our encryption protocols and following security best practices.

 

RC4 cypher used in TLS/SSL transactions is no longer considered s strong security protocol and will be gradually disabled on Marketo networking devices, starting July 20, 2015.

 

No interruption of Marketo SaaS services is expected as a result of this change. 

 

Customers with legacy systems dependent on RC4 are advised to update any API components used to connect to Marketo SaaS APIs in order to support other secure protocols and cyphers such as AES, 3DES, or ECDHE .

 

If you encounter any issues please contact Marketo Customer Support.

 

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