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Is it possible to identify leads vs contacts in segmentations?

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Kerry-Cowell
Level 2

Re: Is it possible to identify leads vs contacts in segmentations?

So I would create a new Marketo only field called SFDC Type Mirror, thats a string field and then I would create a smart campaign where the smart list would have the criteria of "SFDC Type is Not empty" and my Flow Step would be Change Data Value to the new Marketo only field, with a value of customer or lead?  This new field would then be available in my segmentations?   Would I schedule this to run like once a day? 

 

Thanks for help!

Kerry Cowell
SanfordWhiteman
Level 10 - Community Moderator

Re: Is it possible to identify leads vs contacts in segmentations?

The Change Data Value step would use the New Value

{{lead.SFDC Type}}

 

That's what I'm getting at by saying "mirror" — it always holds the same value as the original field.

 

Your filters should qualify

  • people created today

and

  • people whose SFDC Type value changed today
Michael_Florin
Level 9

Re: Is it possible to identify leads vs contacts in segmentations?

Or: How about you use SFDC Contact ID is not empty and SFDC Lead ID is not empty as criteria? These fields are available for segments.

Kerry-Cowell
Level 2

Re: Is it possible to identify leads vs contacts in segmentations?

Sorry for all the clarification

Like this?

2692A471-1AE8-4ADD-AB8E-F353A97A0FF5_4_5005_c.jpeg

Kerry Cowell
SanfordWhiteman
Level 10 - Community Moderator

Re: Is it possible to identify leads vs contacts in segmentations?

Yes, although I'd suggest you want the 2 SFDC Types to be different segments as that might be useful later.

 

Michael has another good idea, although make sure to check SFDC Contact ID first as that has priority.

Tamara_Johnson
Level 2

Re: Is it possible to identify leads vs contacts in segmentations?

Screen Shot 2021-03-29 at 6.34.11 PM.png

Check in Admin ^^ and go to Field Management

Thank you, TJ