Anonymous Lead Upgrades – Changes Inside Marketo UI

Document created by b314881cf2c6f34ff6c1ea07c3f07a199f877a57 Employee on Dec 8, 2015Last modified by b314881cf2c6f34ff6c1ea07c3f07a199f877a57 Employee on Apr 5, 2016
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Included in this article

  • Summary
  • Smart Lists
  • Lead Grids
  • Lead Database
  • Analytics Reports

 

Summary

After the upgrade to anonymous lead tracking, anonymous leads will no longer exist in the traditional sense. Therefore, there won’t be any need for Marketo to reference them. All of the places where anonymous leads are currently visible will be updated as part of the upgrade process.

 

Smart Lists

Smart Lists will no longer have the “Is Anonymous” filter as an available filter that can be added. This will include all Smart Lists, Smart Campaigns and Smart Lists inside Analytics Reports.

No Is Anon Filter found.PNG

 

Lead Grids

Lead Grids like the Leads tab of Smart Lists will not show any anonymous leads. Anonymous web activity will still be tracked, but anonymous lead records will no longer be accessible, so the only leads that will show up are the known leads.

Lead Grid currently showing anon leads.PNG

 

Lead Database

The Lead Database home dashboard will be upgraded. The pie chart showing known and anonymous leads will be upgraded to a dashboard that gives more useful details like the number of Marketable Contacts and the Top Lead Sources for your leads.

Lead Database.png

 

For more information about the Lead Database Dashboard, see the docs site article Lead Database Dashboard - Marketo Docs - Product Docs

 

Analytics Reports

  • Analytics reports will no longer have the “Is Anonymous” filter available to be used in the smart list of the report.
  • Anonymous web activity will still be visible. The Web Page Activity Report and the Company Web Activity Report will continue to show anonymous web activity.
  • For more specific information about these changes, please visit the Analytics Reports documentation here.

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