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Postal Code - Numerical filtering, how?

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Postal Code - Numerical filtering, how?

I am needing to create a mailing list of people from Switzerland where postal code is less than or equal to 3000 (to target french speaking people in Switzerland)

My 'postal code' data is currently text based.

I have read from another Sanford Whiteman​ post (https://nation.marketo.com/message/188320-re-postal-code-range#comment-188320 ) that i should create a duplicate field 'postal code range'  and make this field type 'Integer' - i have done this.

BUT, how can i

1) duplicate the current data from 'postal code' into 'postal code range'

2) ensure this continues to happen each time new 'postal code' data is added?

- we currently have NO CRM connection. Data is just held / imported into Marketo.

Many thanks for your guidance and helping a newbie.

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Level 10 - Community Moderator

Re: Postal Code - Numerical filtering, how?

Hi Mark,

A Change Data Value flow step can copy the values from one field to another. In the "New Value" box, use a token name for the source field: {{Lead.Postal Code}}.

To keep the values in sync after an initial batch, trigger on any Data Value Change to the source field, and again run Change Data Value to sync to the second field.

You shouldn't need a webhook-based solution for this specific goal.

View solution in original post

10 REPLIES 10
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Re: Postal Code - Numerical filtering, how?

Hi Mark,

The easiest way to deal with all your objectives is to use a webhook platform. Search the Launchpoint, quite a few can do this and some will be free.

In case you don't know, a webhook is a webservice that you can call from a trigger campaign in Marketo and that can, upon completion send back some info to update some fields in Marketo.

-Greg

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Level 3

Re: Postal Code - Numerical filtering, how?

Many thanks for your prompt response - you are correct to assume i have never looked at, nor understand Webhooks. Looking through these they appear to offer data services (fill in missing data.) ? Perhaps i haven't found the right area / application - Did you mean applications like Informatica? Address Verification » Marketo LaunchPoint® 

My request is perhaps a more simple one. I already have the post codes and email addresses i desire.

I need to retain the postal code data as text for some filtering requirements, and duplicate it into the 'Postal Code Range' custom field i have created so i can use numerical filtering to create a email target list of known email addresses.

Apologies if not understanding.

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Re: Postal Code - Numerical filtering, how?

HI Mark,

Rather looking into this list:

-Greg

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Level 10 - Community Moderator

Re: Postal Code - Numerical filtering, how?

Hi Mark,

A Change Data Value flow step can copy the values from one field to another. In the "New Value" box, use a token name for the source field: {{Lead.Postal Code}}.

To keep the values in sync after an initial batch, trigger on any Data Value Change to the source field, and again run Change Data Value to sync to the second field.

You shouldn't need a webhook-based solution for this specific goal.

View solution in original post

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Re: Postal Code - Numerical filtering, how?

Hi Sanford,

I was recommending a webhook in order to compute a range from the postal code.

-Greg

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Level 10 - Community Moderator

Re: Postal Code - Numerical filtering, how?

If you coerce the string to int (which happens automatically) then filters can do this particular thing.

Just sayin'... you know I'm 100% pro-webhook!

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Level 3

Re: Postal Code - Numerical filtering, how?

Hi Sandford

I believe this is the method i was looking for, and i have run with.

1) Create smart campaign

- Smart List: (Filter > Personal attribute) Postal Code = 'is not empty'

- Flow: Change Data Value: 'Postal Code Range' >> (new value) {{Lead.Postal Code}}

- Schedule: Run once

2) Once complete, modify the rule so that it triggers on any postal code updates:

- Smart list: (Trigger > Data value changes) Attribute: Postal Code

- Flow: Change Data Value: 'Postal Code Range' >> (new value) {{Lead.Postal Code}}

- Schedule: Run every time

I will also look into Webhooks, when time allows.

Many thanks

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Level 3

Re: Postal Code - Numerical filtering, how?

The above step 1 has failed, skipping all records.

I believe the reason being existing attribute 'Postal Code' is text based and the new attribute 'postal code range' is an integer.

The FLOW step is reporting an error not allowing the use of the token {{Lead.Postal Code}} due to the conflict in field type.

- does this mean i need to look at webhooks? or is my processing wrong?

180501-postal-code.PNG

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Re: Postal Code - Numerical filtering, how?

I now know why my first idea was to use a webhook

-Greg