So many marketing decisions are made based on data, but with all of the features, reporting, and customization that Marketo offers, keeping track of all that data can feel a little overwhelming.
Fortunately, there’s an easy solution!
Marketo’s smart list subscriptions make it easy to keep tabs on your data. So easy, in fact, that they send the most important details right to your inbox!
You can create your subscriptions in a variety of ways. You can select any fields you want, and you can even create multiple subscriptions in one smart list. If you’d like a report emailed to you once a day, you can get it. If you’d rather get a weekly update, you can set it up that way. You can also select how long you want each subscription to last. (If you want to continuously receive updates, select “Never” as the end date.)
Now that you know how to set everything up, which reports should you subscribe to?
Our team of superheroes suggests these five because they’ll keep your database clean and help keep your strategies on track:
1. Missing lead source
Knowing where your leads come from is vitally important, especially if you do any kind of attribution reporting. You need to see where the first touch occurred so that you can make accurate data-driven decisions in the future. By selecting “Empty” for the Lead Source field in your smart list, Marketo can show you all of the leads that aren’t credited to any specific source. Running this report once a week can alert you to holes in your data so that you can work to prevent them from happening again.
2. Missing geography
If a lead’s Geography field is empty, it’s very difficult to put him on the right route. Setting up this report works just like the missing lead source alert. All you have to do is select “Empty” for your geographic fields.
3. Filled form without a change in lead status
While the first two examples can be done on a weekly basis, this is a report that you should run daily. If a lead filled out an important form on your website and his lead status didn’t change, it could mean that your sales team hasn’t followed up. Getting this report every 24 hours ensures that you have time to reach out to sales before the lead gets stale.
4. Lead score check
Even if you’ve already created a strong lead scoring strategy, subscribing to this report can ensure that leads’ behaviors align with the score they currently have. Getting this report every other week can keep your scoring in tip-top shape.
5. Missing acquisition program
Whether you’ve set up First Touch Attribution or Multi-Touch Attribution, it’s important that all of your leads are being categorized correctly. By receiving this report once a week, you can make sure that all of your leads have the proper acquisition program. Then, you can use Marketo’s Revenue Cycle Explorer (RCE) to see the opportunities created, the pipeline generated, and the revenue won or lost.
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