Need to exlcude campaign members.. any ideas?

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Anonymous
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Need to exlcude campaign members.. any ideas?

We are running a campaign for which we want the campaign members to be excluded from all other communications except for a couple significant communications. 

We have multiple workspaces and this particular program is built is the US workspace – so the default workspace cannot access any campaigns or programs form the US workspace. So the global campaigns that our teams run, we figured that excluding this particular program by the SFDC campaign, would be a good option. Does anyone know or have thoughts  if there is anything else I should do to ensure these leads/contacts are excluded.  Would a list work better for the US campaigns?

Thanks!

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Re: Need to exlcude campaign members.. any ideas?

Hi Niti,

If the 2 SC are in different workspaces, you will not be able to refer them cross workspaces. The best way is to create a folder in the "group list" section of the lead database, in the US WS. then share this folder with the global campaign. In this folder, then create a static list and add all your campaign members in this list. Since the list is in a shared folder, you will be able to use a "member of list"filter from the global WS.

-Greg

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Anonymous
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Re: Need to exlcude campaign members.. any ideas?

Hi Gregorie,

This is helpful. Just clarifying questions. 

"The best way is to create a folder in the "group list" section of the lead database, in the US WS." ---- I understand this. 

"then share this folder with the global campaign." --- this is only if our team is running a global campaign? just confirming. 

"In this folder, then create a static list and add all your campaign members in this list." -- what folder are you referring to?   Not sure if i follow this sentence.

thanks,

Niti

Re: Need to exlcude campaign members.. any ideas?

"then share this folder with the global campaign." should read "en share this folder with the global workspace"

"In this SHARED folder, then create a static list and add all your campaign members in this list"

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Anonymous
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Re: Need to exlcude campaign members.. any ideas?

Hi Gregoire,

Thanks, this is very helpful.

One thing though..

In order to share, I think there needs to be asset in the folder.

in this specific scenario, I think need to create the folder in the US workspace in the DB like you suggested and then create a list in that folder in the database. At that point I can share it with Default/Global workspace.  Once it's shared, not sure if it will be editable.

here is an article that I found. 

Share assets across workspace

Understanding Workspaces and Person Partitions - Marketo Docs - Product Documentation

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Re: Need to exlcude campaign members.. any ideas?

The folder is supposed to contain a list and be in the database section of Marketo, not assets in the design studio or in the marketing activities. Once in the database, go to Group List and create the sharable folder there.

-Greg