limited fields for segmentation

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limited fields for segmentation

Context: Our team is looking at building out a segmentation based on our SFDC Account Score (ranging from 0 to 100). If an individual has a related account score of 0-30 for Leads OR Account Score for Contacts then they are our "low" score, if they have a related account score of 31-60 for leads OR account score for contacts, then they are "medium", and so on. 

Question: Even though the person attribute field "SFDC type" (lead, contact) shows up on other smart lists within database, it does not show up for segmentatoins. Why is that? Are there limited fields for segmentation? 

Thank you!

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6 REPLIES 6
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Level 10 - Champion Alumni

Re: limited fields for segmentation

Usually you cannot reference a smart list in a Segmentation. Otherwise, you should be able to use any visible field in the Segmentation. I'd go check the docs in case there are some limits, such as Account object fields. I haven't seen that restriction myself though.

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Re: limited fields for segmentation

Thank you!

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Marketo Employee

Re: limited fields for segmentation

Fields with values that can change without a Data Value Changed activity generally are unavailable for Segmentations, which rely on that Activity Type to trigger a segmentation evaluation.  SFDC Type is an example of one of those fields.

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Re: limited fields for segmentation

Thank you!

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Level 10 - Community Moderator

Re: limited fields for segmentation

You can create a custom field that mirrors the same data, then use that in your seg. Use a daily batch campaign to update the custom field.

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Re: limited fields for segmentation

Thank you so much, I think this is the route we are going to take.