Hands on Marketo Reporting                        NYC Marketo User Group                           February 19, 2013Josh H...
Types of Reports• Lead Reports for understanding origins and progression.• Email Reports for understanding opens, CTRs, an...
FAST REPORTING TOOLS
Fast Alternatives to ReportsThere are several ways to find data fast for theinevitable spot request.• Campaign Overview Ta...
Campaign Overview Tab© Josh Hill 2013        marketingrockstarguides.com
Members by Week© Josh Hill 2013   marketingrockstarguides.com
Email Performance Report© Josh Hill 2013           marketingrockstarguides.com
Campaign Member List© Josh Hill 2013       marketingrockstarguides.com
Program Overview Tab© Josh Hill 2013       marketingrockstarguides.com
Program Membership© Josh Hill 2013     marketingrockstarguides.com
Program Member List© Josh Hill 2013      marketingrockstarguides.com
Smart and Static Lists You can use filters and static lists to count leads meeting all sorts of criteria.© Josh Hill 2013 ...
Landing Page OverviewAnswers “How many leads saw this page?” or “What’s our conversion rate onthat Whitepaper page?”© Josh...
SECRETS OF REPORTING
Naming Matters! Help Other Marketers.                   Good Names     Bad NamesWeb leads by Webinar Campaign     Nurture ...
Other Tips•      Changes to Reports are live and irreversible. Clone your reports!•      Make Folders with your names.•   ...
Controlling Your Report• Smart List Criteria constrain what is reported on more than the Setup  constraints. Use these to ...
Use Subscriptions to Save TimeOne of the top new user questions is “How do I get Sales/Execs a regularreport on…” © Josh H...
How do I do a cross-tab?• Short Answer: you don’t without RCA or Excel.• Better Answer: use Drill Down, but only on  “Lead...
Quick FAQWill my reports lose data if I Archive emails, pages, programs, or campaigns?The short answer is No. The report S...
USING PROGRAMS FOR RCA
Preparing Your System for RCA•      Even if you don’t pay for RCA now, you might in the future, so it pays to start using ...
Tag Types for Grouping Programs
Program Analyzer
Opportunity Analyzer
The Famous RCM Path
Questions?Contact me:Josh HillVice President of MarketingAlacra, Inc617.564.3079Blog: www.marketingrockstarguides.comSlide...
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Marketo Reports Basics

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A presentation for the New York City Marketo User Group on making the most of Marketo Analytics.

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  • ----- Meeting Notes (2/19/13 16:16) -----interesting moments driven
  • Transcript of "Marketo Reports Basics"

    1. 1. Hands on Marketo Reporting NYC Marketo User Group February 19, 2013Josh HillVice President of MarketingAlacra, Incmarketingrockstarguides.com
    2. 2. Types of Reports• Lead Reports for understanding origins and progression.• Email Reports for understanding opens, CTRs, and deliverability.• Campaign Reports to watch campaign performance (membership) of any type.• Company Reports detailing web activity based from a company, based on IP lookup.• Web Page Reports analyzing lead activity on the main website.• Landing Page Reports analyzing Marketo Landing Page performance and Leads.• Program Reports analyzing Program progression data.• Social Influence Report which will show you who is sharing your content and bringing in new friends.• Revenue Cycle Modeler – the Sales Funnel.• Revenue Cycle Analytics – cross tab, data visualizer. © Josh Hill 2013 marketingrockstarguides.com
    3. 3. FAST REPORTING TOOLS
    4. 4. Fast Alternatives to ReportsThere are several ways to find data fast for theinevitable spot request.• Campaign Overview Tabs• Program Overview Tabs• Smart List• Static Lists• Landing Page Summaries© Josh Hill 2013 marketingrockstarguides.com
    5. 5. Campaign Overview Tab© Josh Hill 2013 marketingrockstarguides.com
    6. 6. Members by Week© Josh Hill 2013 marketingrockstarguides.com
    7. 7. Email Performance Report© Josh Hill 2013 marketingrockstarguides.com
    8. 8. Campaign Member List© Josh Hill 2013 marketingrockstarguides.com
    9. 9. Program Overview Tab© Josh Hill 2013 marketingrockstarguides.com
    10. 10. Program Membership© Josh Hill 2013 marketingrockstarguides.com
    11. 11. Program Member List© Josh Hill 2013 marketingrockstarguides.com
    12. 12. Smart and Static Lists You can use filters and static lists to count leads meeting all sorts of criteria.© Josh Hill 2013 marketingrockstarguides.com
    13. 13. Landing Page OverviewAnswers “How many leads saw this page?” or “What’s our conversion rate onthat Whitepaper page?”© Josh Hill 2013 marketingrockstarguides.com
    14. 14. SECRETS OF REPORTING
    15. 15. Naming Matters! Help Other Marketers. Good Names Bad NamesWeb leads by Webinar Campaign Nurture Leads 1– US – Past 6 Months CapterraEmail Performance by Webinars – PDF DownloadsGlobal – Past 90 days May 2013© Josh Hill 2013 marketingrockstarguides.com
    16. 16. Other Tips• Changes to Reports are live and irreversible. Clone your reports!• Make Folders with your names.• You can adjust the chart summary in most cases. © Josh Hill 2013 marketingrockstarguides.com
    17. 17. Controlling Your Report• Smart List Criteria constrain what is reported on more than the Setup constraints. Use these to make your reports better. © Josh Hill 2013 marketingrockstarguides.com
    18. 18. Use Subscriptions to Save TimeOne of the top new user questions is “How do I get Sales/Execs a regularreport on…” © Josh Hill 2013 marketingrockstarguides.com
    19. 19. How do I do a cross-tab?• Short Answer: you don’t without RCA or Excel.• Better Answer: use Drill Down, but only on “Leads by” reports – Lead Performance – Leads by Month – Leads by Revenue Stage – Leads by Source• Use Smart Lists to Constrain report focus to get at the data.© Josh Hill 2013 marketingrockstarguides.com
    20. 20. Quick FAQWill my reports lose data if I Archive emails, pages, programs, or campaigns?The short answer is No. The report Setup has Archived filter options in most cases.The longer answer is it is possible to lose data through deleting records, campaigns,programs, lists, pages, etc. Marketo will also automatically remove certain log events(Web Activity, Changed Data Value, Inactive Anonymous) after 90 days. © Josh Hill 2013 marketingrockstarguides.com
    21. 21. USING PROGRAMS FOR RCA
    22. 22. Preparing Your System for RCA• Even if you don’t pay for RCA now, you might in the future, so it pays to start using Programs the way they were intended! – Tags: Channel – Tag Types: Owners, Regions – Period Costs by Month © Josh Hill 2013 marketingrockstarguides.com
    23. 23. Tag Types for Grouping Programs
    24. 24. Program Analyzer
    25. 25. Opportunity Analyzer
    26. 26. The Famous RCM Path
    27. 27. Questions?Contact me:Josh HillVice President of MarketingAlacra, Inc617.564.3079Blog: www.marketingrockstarguides.comSlideshare: slideshare.net/jdavidhillJosh @ marketingrockstarguides.com

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