Filter question

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Level 1

Filter question

Hi friends, i want to ask if someone knows about it; What is the name of the of item/filter in Marketo that tracks the last time we  interacted or had an activity with a lead/customer (assuming one exists)?

I appreciate if someone can helps

5 REPLIES 5
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Re: Filter question

David,

This filter does not exist out-of-the-box. If you were interested in creating one, you can have a smart campaign set up similar to this:

Smart list:

Activity was logged: Call attempt

Flow:

change data value: Last Call Date: {{system.date}}

OR

Smart list:

Email was delivered

Flow:

change data value: Last Email Date: {{system.date}}

Just be weary that this campaign should not qualify every time you call or email a prospect, that would be way too much overload. So perhaps provide an additional filter in the smart campaign's smart list to only include target accounts, etc.

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Level 1

Re: Filter question

Thanks Devraj

The reason I ask is that we’re thinking of eventually adding a triggered campaign that will routinely check our lead database to see if a lead hasn’t been touched on our side for the last 6 months, and then changing their status to “nurture” and adding them to our Nurture campaign. Kind of an automated way to make sure leads aren’t completely falling through the cracks if our sales reps don’t get a chance to talk to them. 

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Level 10 - Community Moderator

Re: Filter question

A triggered campaign can't "routinely" do this. You must mean a batch campaign.

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Level 5 - Champion Alumni

Re: Filter question

You could build a smart list for "Inactive Leads", using filter logic below, changing the date of activity to meet your needs. In flow steps, you can do things like add to a Re-Engagement nurture program, change status, or send interesting moment or alert for sales to attempt to re-engage the inactive lead. As Sanford mentions, run this as a recurring batch campaign.

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Level 1

Re: Filter question

Thanks guys. I really appreciate your help.