I am using 3 filters in my smart list rule for a smart campaign.
I want a combination of both AND and OR for the rule logic and hence I am entering the Advanced Rule Logic as "1 and (2 or 3)" [PS - There is no red coloured underlining that shows error for this rule logic]. However, on shifting the tab to Schedule, it shows 'Saving Smart Campaign' and never ever proceeds, it gets stuck there for eternity.
Can you guys help me out with it, as to what might be the possible issue ?
I always try and have my or's first, (1 or 2) and 3. Marketo works best this way, if your Campaign members are crashing, I suggest that you put your blocking list first, then your other criteria, i.e. if you're email an SFDC list and Country from your global database, normally it would look like:
1. Global List
2. SFDC list
This puts strain on the search, it's best to do this:
1. SFDC list
3. Global List
This way Marketo is already blocking people before going to the Global list.
Which filters are you using?
Behavioral or NOT filters may have to sift through a lot of data. As Frank noted, even the order of execution can slow down Marketo. Think hard about whom you really want in this list.
Also, SLOW down your clicks. the "Saving..." dialog usually appears when you go too fast and don't click in a gray area to let it save before executing.
The filters that I am using :
(1) Lead Was Created
(2) Data Value Changed (of Field - Email Address)
(3) Duplicate Fields (Field - Email Address)
I want an OR between (1), (2) and an AND between the outcome of [ (1) OR (2) ] AND (3), something like (1 or 2) and 3.
This for scenarios both when a new lead gets created and when an already existing lead's email address gets updated/changed.
Upon setting this , Marketo seems to be 'Saving Smart Campaign' for eternity. How do you suggest, I go about to achieve the same ?
Thank You !
This happens in some smartlists. If MMKTO is taking a long time to save the changes, you can refresh the page and add filters again. If the leads in the smartlist are taking long to show up, you will have to wait. It can take up to an hour sometimes to render all the leads.
Also sometimes Marketo themselves need to do some cleaning, we have 10 instances of Marketo and 1 runs very slow even know the amount of data is similar or less than the others. Contact support and highlight the issue, it may not always be on your side.