Actionable insights. That’s what you get with Marketo reporting. You can even have them delivered right to your inbox.
When you add PingPilot’s Voice, SMS, Live Chat, and Video to your content marketing campaigns, you can have even more insights about how your leads interact with your company in places outside of email and landing pages.
The following tutorial helps you create a Lead Performance Report with PingPilot engagement columns. Just follow these steps:
Open Marketing Activities
Navigate to the “Marketing Activities” area of the Marketo application.
Choose a Program
Choose a program from the Marketing Activities sidebar.
Create a New Local Asset
Click the “New” button and select “New Local Asset” from the dropdown menu.
Click the “Smart List” asset type.
Name the Smart List
Enter a name for the new Smart List and click the “Create” button.
Add PingPilot Filters
Search for “PingPilot” in the filters menu. Drag the filters you’d like to use onto the canvas on the left. In this example, we’ve also configured our Smart List to use the “is not not empty” constraint.
PingPilot has custom constraints you can use for your Smart List.
In this example, our list will be limited to lead activity on a Signal named, “Atlassian Main,” leads dedicated to “Thomas Horner.”
Confirm Leads Exist
You should see lead activity on your Smart List if your customers have been using speaking with your agents via PingPilot.
Create a Lead Performance Report
Under Marketing Activities, select the program that is housing your PingPilot smart list. Then click the “New” button and select the “New Local Asset” option from the dropdown.
Click “Report” for your New Local Asset type.
Set Lead Performance
Select “Lead Performance” as your report type.
Name your report and click the “Create” button.
Add Your PingPilot Smart Lists a Report Columns
From the Report settings screen, click “Custom Columns” on the right sidebar.
Choose PingPilot Smart Lists
Find and select the new PingPilot Smart Lists you’ve created from the menu.
Apply PingPilot Smart Lists
Click “Apply” to add your PingPilot smart list columns to your report.
Run Your Report
Click “Report” to run the report and see your data.