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Re: Sorting by Columns in a Smart List (or List)
Grégoire Michel Feb 23, 2017 4:02 PM (in response to 0cc12fa98f5147063795da446f97650d5da95259)Hi Denise,
You will not be able to do that easily in a smart list
lWhat I would do instead is create a boolean field, named "last week exhausted content". Then create a smart campaign that runs every week that:
- unflag all records that had been exhausted on week n-2
- flag all records that had been exhausted on week n-1
I would then make this filter a dimension in RCE.
Each week, 24 hours after the smart campaign has run, just product the RCE report, filtering on the boolean field.
-Greg
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Re: Sorting by Columns in a Smart List (or List)
Josh Hill Feb 23, 2017 8:15 PM (in response to Grégoire Michel)Interesting solution.
Denise, why do you want to do this? How will this list be helpful to Sales?
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Re: Sorting by Columns in a Smart List (or List)
0cc12fa98f5147063795da446f97650d5da95259 Feb 24, 2017 11:30 AM (in response to Josh Hill)Josh - My client wants this done because entry into these particular nurtures is instigated by sales and they want to know when they have been "completed."
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Re: Sorting by Columns in a Smart List (or List)
0cc12fa98f5147063795da446f97650d5da95259 Feb 24, 2017 11:27 AM (in response to Grégoire Michel)Hi Greg,
Thank you! That's a great idea.
Denise
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Re: Sorting by Columns in a Smart List (or List)
Josh Hampleman Feb 24, 2017 11:02 AM (in response to 0cc12fa98f5147063795da446f97650d5da95259)I can create an RCE report of exhausted content that is sorted by rep but that would contain ALL of them rather than just the newest batch).
Could you not add a filter to the RCE report to only pull the previous week or whatever time period represents the "newest batch"?
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Re: Sorting by Columns in a Smart List (or List)
0cc12fa98f5147063795da446f97650d5da95259 Feb 24, 2017 11:34 AM (in response to Josh Hampleman)Hi Josh Hampleman (as opposed to Josh Hill - can't even use Josh H to distinguish between the two of you. ) -
RCE doesn't have filters for time periods. That's why Greg suggested creating the field.
Denise
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Re: Sorting by Columns in a Smart List (or List)
Dan Stevens. Feb 24, 2017 11:28 AM (in response to 0cc12fa98f5147063795da446f97650d5da95259)With regards to the inability to sort on any column, there are many existing ideas on that topic:
Allow custom columns sorting in smart lists
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Re: Sorting by Columns in a Smart List (or List)
0cc12fa98f5147063795da446f97650d5da95259 Feb 24, 2017 11:35 AM (in response to Dan Stevens.)Thank you, Dan. I'll add my vote.
(Annoying because there is no discernible reason why some columns can be sorted and not others - at least not discernible to me!).
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Re: Sorting by Columns in a Smart List (or List)
Dan Stevens. Feb 24, 2017 11:40 AM (in response to 0cc12fa98f5147063795da446f97650d5da95259)It's a subset of Marketo default fields (no custom fields). But even fields like "Acquisition Program Name" can't be sorted.
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