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Mutually Exclusive Smart List

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Mutually Exclusive Smart List

I have 5 data standards based on the population of 14 fields. I need 5 Smart Lists and these all to be mutually exclusive.

Level 5 = All 14 fields are populated

Level 4 = Only 12 specific fields are populated

Level 3 = Only 8 specific fields are populated

Level 2 = Only 5 specific field are populated

Level 1 = Any of level 2 are not populated

I have two thoughts for the Smart Lists...

1)

Level 5 SL has all 14 fields are not empty and not a member of Level 4

Level 4 has 11 fields not empty and not a member of level 3... etc.

2)

Not use cascading Smart Lists

Level 5 = All 14 fields are populated

Level 4 = 12 specific fields are populated, the other 2 are empty

Level 3 = 8 specific fields are populated, the other 6 are empty.. etc.

Are either of these the best way to get there? Or, has anyone got a better idea?

Thanks

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Champion Moderator

Re: Mutually Exclusive Smart List

Sounds an application of segmentation here. You can even add the segmentation as a field in your smart list view for data export. No need to pull several lists separately.

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6 REPLIES 6
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Level 5

Re: Mutually Exclusive Smart List

I would do option 2 and just double check the logic / make sure someone can only qualify to be on one of the five smart lists.

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Champion Moderator

Re: Mutually Exclusive Smart List

Hi Detrie Zacharias​,

I would suggest to avoid cascading as much as you can, especially if you are going to uses these SLs frequently. Your second option seems to be a right approach in this case.

In addition to this, may I ask how are you going to use these smart lists? If this is something that you are going to use frequently and for longer time, I would suggest considering Marketo Segmentation​. If you create segmentation, you do not have to worry about overlapping and you would be able to create dynamic emails and LPs for your specific type of audience.

Regards,
Amit

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Level 10 - Community Moderator

Re: Mutually Exclusive Smart List

I agree, a Segmentation seems to be the right move here. Not only do you get the mutual exclusivity built-in, you also get a trail (for ~2 years) of the segment changes, which you can't get just by somebody no longer qualifying for a Smart List.

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Re: Mutually Exclusive Smart List

This will be used exclusively by the data team to score/report data quality as well as pull data for data enrichment

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Champion Moderator

Re: Mutually Exclusive Smart List

Sounds an application of segmentation here. You can even add the segmentation as a field in your smart list view for data export. No need to pull several lists separately.

View solution in original post

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Re: Mutually Exclusive Smart List

Thanks everyone!