Is there any way to create a report that includes the name/email address of each person who filled out a form? I know how to create a smart list, but my customer would like a report sent on a weekly rhythm. Is there any way?
Smart Lists themselves can be subscribed to.
More info: Subscribe to a Smart List - Marketo Docs - Product Docs
Or if they just need to see the name and email address of those who filled out a form in the email, subscribing to a report would be easier. Just bring in the columns of name and email in the lead performance report view. Then you can even bring in each smart list (one for each form filled out) and include those on the report: Add Custom Columns to a Lead Report - Marketo Docs - Product Docs. Then they can see at a glance which form each lead filled out.
If you want to know the date the form was filled out you'll have to create a tracking Smart Campaign that does something, such as setting a status. Ideally if your SC only has one step it's easiest to get the information.
Trigger it on Form Is Completed. Then you'll have to go in and manually download the Results tab (until Marketo decides to make this a subscription.) This way you'll get a timestamp of when the form was filled out. This is the only way to know for sure unless you're also using Milestones.
I pass these as completed tasks to SF and easily run a report there. Subject includes form name, comments includes referrer.
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