Generate analytics reports
The Surface Analytics skill in Adobe Marketo Optimizer answers natural language questions about your data. Use it in the Coworker chat interface to explore activity trends, email performance, lead and account data, segment and list membership, and journey metrics. Results return as charts and tables, so you don’t need to build a query or dashboard manually.
- Skill -
surface-analytics - Invocation - Ask a question in natural language, or use a slash command to run the Surface Analytics skill. For example: “Show me daily activity counts for the last 30 days.”
- Reads from - Marketo Optimizer analytics data; reads Marketo Engage analytics data for questions that span both products
View activity trends activity-trends
Ask about daily or weekly activity counts, and break results down by activity type or product area.
- “Show me daily activity counts for the last 30 days.”
- “What are the top activity types this week?”
- “Break down last month’s activity by app area.”
Check email performance email-performance
Ask about send volume, open and click rates, bounces, and unsubscribes for your email programs.
- “What’s the email open rate by journey?”
- “Show me click rates for the last 90 days.”
- “How many unsubscribes did we get last week?”
Analyze lead and account data lead-account-data
Ask about lead score distribution, persona breakdowns, and geographic or firmographic rollups.
- “Show me the score distribution across leads.”
- “How many people are in each account?”
- “Break down leads by persona.”
Review segment and list membership segment-list-membership
Ask who belongs to a specific list or segment.
- “How many people are in the Q1 Nurture list?”
- “Which segment has the most members?”
Explore journey metrics journey-metrics
Ask about journey membership, completion rates, node traversal, and funnel analysis.
- “What’s the completion rate for the Demo Follow-up journey?”
- “How many people are in each node of the LeadNurtureJourney?”
Ask questions across products cross-product
Surface Analytics can answer questions that span both Marketo Engage and Marketo Optimizer data in a single prompt.
- “What’s my top-performing email in LumaSecure and in LumaStorage?”