Cut, copy and paste flow steps and smart list filters

Cut, copy and paste flow steps and smart list filters

That would be pretty sweet.

31 Comments
Anonymous
Not applicable

Can't tell you how much time this would have saved me over the years if this feature had existed.

Anonymous
Not applicable

Echoing the sentiments above - this would be a very handy feature.

I often create smart lists to get an idea of how many leads a campaign would affect, and then have to recreate the same smart list from scratch in a Smart Campaign. This would save so much time!

Is there any update on this idea's progress?

Level 10 - Champion Alumni

Marketo product management (Cheryl Chavez ) - this idea has been in the "we like it" status for three years now.  By chance, is this on this year's product roadmap?

Anonymous
Not applicable

I've been at Marketo since half a year before the birth of this idea and have to say I never really noticed it before.
I feel dumb asking this but what is the main use case for this need? (FYI I'm not in Product management)
Is it when I have 2/3 flow steps and want to add a wait step and then repeat the same flow steps as before the wait step? Or if I have built out a flow step with lots of IF choices and want to repeat later within the same flow? Is it mainly about copying into the same campaign flow or also about across campaigns?

If it's about across campaigns then does cloning a smart campaign not accomplish this?


Doug Durando​ In your use case, after you have created the standalone smart list then why not simply use the member of smart list filter in your campaign instead of recreating the list from scratch within the smart campaign?

Level 10 - Champion Alumni

One use-case is a re-use a flow-step with multiple choices.  Of course, setting this up a separate smart campaign could work and just "request the campaign" from the main smart campaign - but that's not always an option.

pastedImage_0.png

Anonymous
Not applicable

Thanks for the reply, Cathal. I try to avoid referencing smart lists too heavily since I find it affects the loading speed for my campaigns and other lists.

Another, more critical issue with referencing smart lists like this is transparency. If I am reviewing a smart campaign that I or a colleague put together and I see a "Member of Smart List" filter, I can't see the filters that went into that smart list and have to chase it down to make sure we're sending to the correct list.

I also see the potential for disaster if a user edits a smart list not realizing that it is referenced in a separate smart campaign.

Level 7

I was working on an issue today where I could have used this.  +1!

Level 4

I agree with John! I run across a use for this functionality at least a couple of times a week. This would be an invaluable addition.

Anonymous
Not applicable

yes!!! amazing idea

Anonymous
Not applicable

I could use this today. Is it on the radar to be added in the near future?