Have a "Was Added to SFDC Campaign" filter

Have a "Was Added to SFDC Campaign" filter

This criteria is available as a trigger, but not in filter format. 

I recently ran into a scenario where I had to isolate leads who were added to a specific SFDC campaign within a past date range, and couldn't do it in a Marketo smart list.  I ended up having to run a SFDC report based on First Associated Date and export that to a Marketo static list.

It'd be nice to have this filter with "between" date range add choice, unless it already exists in some form and I'm missing it.

5 Comments
Grégoire_Miche2
Level 10

The key point here is the capability to set contraints on dates.

Yet, one can use the "SFDC Created date" constraint instead, it relates to when the campaign membership was created into Marketo.

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What is still missing is the "SFDC campaign status was changed".

-Greg

Rajesh_Talele19
Level 1

A business user comes to me and asks,

Can you please give me a list of all leads that were added to any SFDC campaign in last 1 week. There is no simple way currently to do that. There are ways but not simple one step ones...

We need ability to write a smart list that allows for,

All the leads / contacts that were added to ANY SFDC campaign in a given time frame.

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Granted we can get this information from SFDC report or so. But we do need it to programmatically perform some actions in Marketo some times.

Rajesh_Talele19
Level 1

Also,

All the leads that were added to a SFDC campaign based on a value in a Token. That way we can keep tab on if there is any failure while adding lead to any SFDC campaign (past and future) on a centralized smart campaign that will work across all Marketo. Right now, we need to 'hard code' the name(s) of SFDC campaigns.

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Grégoire_Miche2
Level 10

Hi Rajesh,

In fact, what you need is the ability to use tokens as constraints. See

-Greg

kh-lschutte
Community Manager
Status changed to: Open Ideas