Reporting & Analytics

GuyA
Contributor

“campaign path” report for each contact

SOLVE

Hey everyone,

We want to a report that will shows us what campaigns each contact joined so far. Meaning, if the lead Guy Alf joined 2 webinars and downloaded a whitepaper (assuming for each of those “touches” we have a different campaign), I want to see a report that shows me that.

Do you know how to create it, or something similar?

Thanks

Guy

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1 Accepted solution
GuyA
Solution
Contributor

“campaign path” report for each contact

SOLVE

Hi,

i got a reply and a good suggestion from support: please mind it's still takes a lot of work:

1. create a checkbox field (not in forms) and add as an option all your campaigns

2. reate smart list for each campaign

3 . create automation (workflow) for each campaign - once someone is in the list, opt-in the relevant checkbox for this contact.

 

hope this works.

View solution in original post

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2 Replies 2
Crystal_Hopper
Guide

“campaign path” report for each contact

SOLVE

Following! Because I've had this question also. 

 

Other than creating my own swimlane diagrams and keeping offline of what campaigns are in play I have not thought of a solution to this question. I would also need to know at one point in time, what campaigns were active that a lead might have interacted with.

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GuyA
Solution
Contributor

“campaign path” report for each contact

SOLVE

Hi,

i got a reply and a good suggestion from support: please mind it's still takes a lot of work:

1. create a checkbox field (not in forms) and add as an option all your campaigns

2. reate smart list for each campaign

3 . create automation (workflow) for each campaign - once someone is in the list, opt-in the relevant checkbox for this contact.

 

hope this works.

0 Upvotes