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How to create a list of contacts who have been on a static list for a specific period of time

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How to create a list of contacts who have been on a static list for a specific period of time

So here's the scenario:

As part of our (custom) integration with our CRM, we have a smart campaign that looks out for particular field changes, then adds the changed contacts to a static list, which I will call 'Updates for CRM' here.

At set intervals, our integration collects the information from the 'Updates for CRM' static list, updates the new information to the CRM, then removes the contact from the list.

However, occasionally there is an error, and this means the contact is not updated on CRM and stays 'stuck' on the 'Updates for CRM' static list.

What I would like is another list, smart or static, that shows contacts who are 'stuck' on the static list. For example 'contacts who have remained on the static list for more than one hour'.

Examining the 'Updates for CRM' static list itself is not an option, as there are always tens of contacts on there waiting to sync, and apart from manually noting them, there is no easy way to track how long they have been on there.

I thought the 'Not Was Removed from List' filter was the answer, but when I tried that it just created a list of everyone who had ever been added to the 'Updates for CRM' list.

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Marketo Employee

Re: How to create a list of contacts who have been on a static list for a specific period of time

Hi Barry Dupont

You can create a Smart list with the following filter and restrict the time frame with the options given in the below snapshot.

pastedImage_1.png

pastedImage_1.png

Have you tried defining a timeframe to see if that provides you the desired outcome?

Best Always,

Karan Hari

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Marketo Employee

Re: How to create a list of contacts who have been on a static list for a specific period of time

Hi Barry Dupont

You can create a Smart list with the following filter and restrict the time frame with the options given in the below snapshot.

pastedImage_1.png

pastedImage_1.png

Have you tried defining a timeframe to see if that provides you the desired outcome?

Best Always,

Karan Hari

View solution in original post

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Re: How to create a list of contacts who have been on a static list for a specific period of time

Hi Karan, thanks for the prompt response. I'm doing some testing based on your answer & will be back here in the next couple of days to mark as correct (or ask more questions )

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Marketo Employee

Re: How to create a list of contacts who have been on a static list for a specific period of time

Sure Barry! You are most welcome .

Best Always,

Karan Hari

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Level 7

Re: How to create a list of contacts who have been on a static list for a specific period of time

Was Added to List activity filter is limited to 3 months because of data retention policy.

If you need earlier than 3 months, you'll need to use API to export the activity type and manually transform the data in excel.

Moving forward, for key static lists, create a time stamp field that saves system date when the lead gets added to the static list.

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Re: How to create a list of contacts who have been on a static list for a specific period of time

Thanks for commenting Jay - but for this list if the contact is on there for a couple of hours then there is an issue, so the API export won't be necessary.

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Level 7

Re: How to create a list of contacts who have been on a static list for a specific period of time

So create a custom field type datetime and stamp it every time someone gets added to the static list