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Re: Add list members to SFDC campaign as they meet criteria

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Anonymous
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Add list members to SFDC campaign as they meet criteria

Does anyone have a recommended way of adding static list members to SFDC once they have met certain criteria?

We have a partner list that does not include all of the fields we require in Salesforce.  I can do an initial push, but most of them will fail.  I want to build a campaign that keeps checking to see whether or not the remaining leads have met the criteria, and pushing them over once they do.

Would this be best accomplished with two different Marketo campaigns?  One to add everyone currently eligible, and a second trigger campaign (or filter campaign?) for the rest?

I'd like to keep it as simple as possible, would appreciate feedback on how others have handled this situation.  Thank you in advance!
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Anonymous
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Re: Add list members to SFDC campaign as they meet criteria

Hi Audrey,
just buld a Smart List with the filters you are looking for - flow Sync Lead to SFDC - Schedule Recurrence to daily.
When you need it more often maybe Triggers should be your choice.

Was that the question?

Best regards

Steffen

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Anonymous
Not applicable

Re: Add list members to SFDC campaign as they meet criteria

Hi Audrey,
just buld a Smart List with the filters you are looking for - flow Sync Lead to SFDC - Schedule Recurrence to daily.
When you need it more often maybe Triggers should be your choice.

Was that the question?

Best regards

Steffen
Anonymous
Not applicable

Re: Add list members to SFDC campaign as they meet criteria

Yes, thanks Steffen!