Marketing Office Hours· Episode 25/53
Smart list and advanced flow II
Sylvain – aka Léonard – prepared 12 exercises to go further in the understanding…
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Sylvain – aka Léonard – prepared 12 exercises to go further in the understanding and expertise on smart list and flow.
A first session on the same subject had already been organized.
1/ The trap of “keyword” dates in Marketo
Marketo allows you to make filters of the type <field date> is in past 1 year, which is quite practical.
But be careful with these keywords, for example the keyword “year” refers to the calendar year, so from January 1 to December 31. Same for Month from 1st to 30th or 31st of the month, or Week or Day.
2 – 3 / Multiple triggers and actions in the flow based on the field of one of the triggers
Marketo does not make a link between the triggers in the smart list tab and the actions in the flow.
4 / Sequence of actions when filling a form
Focus on the activity log when filling out a form in order to understand how the actions are chained in the database.
And thus position your filters correctly in relation to the “Fills out form” trigger.
5/ Custom activities or how to enrich Marketo with actions in third party applications
It is quite easy to integrate new activities in Marketo that will be found in the activity log in order to track for example :
– that a person has registered on your customer area – that he/she has logged in to your customer area
Creating these “custom activiy” generates the associated trigger, the behavioral filter and the inactivity filter.
