Ideas

Marketo_Grace · ‎09-09-2024

This is a pretty simple optimization, but I would love to be able to just click on a smart list and see how many people there are just like in a static list or smart campaign. Just having it appear somewhere in the "Status" tab. Having to click on the "People" tab in a smart list and wait for all the leads/contact information to load when I just need a number seems unnecessary.

andreagiaimis · ‎09-30-2022

I'd love to have the ability to duplicate individual flow steps and smart list filters in a smart campaign. It would save time when building campaigns by eliminating the need to recreate repeat steps and filters.

cfmelo · ‎07-30-2021

Having subscriptions to smart lists is great as we can get the reports directly on our email, what could enhance this is to be able to set a specific time schedule to get the report delivered, as I far as I understood now all the smart list subscription reports run around 3am EST

Lena_Andrews · ‎05-19-2021

We send out Smart List Subscriptions to Sales and would like an easy option to set a default set of fields rather than have to edit each smart list subscription separately. Strange that is doesn't even take the fields from the Smart List view that you set it from but a completely different set of fields.

Darshil_Shah1 · ‎05-02-2022

Currently, the used by tab in the Marketo smart list does not show any people performance reports that are using them in the custom columns. SLs used in the custom columns can also be deleted w/o removing the associations from the reports, and this can easily become an issue where-in someone not knowing if the SLs are being used as custom columns in report(s) delete them just by looking at the used by tab of the SLs. It would be of great help if the used by also showed the people performance reports and prevented deletion of SLs if they're being used as custom columns in the people performance reports.

Anne_Sample · ‎07-12-2022

There are many occasions where I need to check the composition of a smart list (for example, what % of a list is CRM leads vs contacts). Currently, to do this, I either need to modify the smart list multiple times to get a count of each field value, or export to excel to do analysis that way. I would love to be able to view simple charts of data values on a smart list for on-the-fly analysis.

Tom_Mursell · ‎07-30-2021

Currently some of the smart list options have inconsistencies in the queries available for different data types. For example: Member of program: "Progam" has options "Is", "Is not", "Any". Program Status Was Changes: "Program" has options "Is", "is not", "Starts With", "Not Starts With", "Contains", "Not Contains", "Is Any". Another example Person Score: "Person Score" has options "Is", "Is not", "Between", "Greater Than", "less than", "At Least", "At most", "is Empty" "is "not Empty" Score was Changed: "Change" has options "Is", "Is Not" All fields should have a set field type String, Date, Integer,... All fields of the same type should have the same options available. By this my suggestion is to add the missing options (rather than remove available options)

Ed_Ortega1 · ‎03-15-2021

We use custom columns to break down data into monthly columns using smart lists. Today, there is a cap of 10 custom columns, which makes it not possible to create a year long report broken down my month. I suggest increasing the limit to 12 to accommodate that (seemingly common) use case. I would also suggest that the end user could rename the custom columns. Using the unique naming of Database Smart Lists can allow you to be creative and kind of show the title you'd like, but if you use a Marketing Activities Smart List as a Custom Column, it displays the entire program file path down to the smart list. Editing the name of a column would be a welcome improvement in making Marketo reports even more usable.

Michael_Florin · ‎11-18-2020

Often times, we play around with Smart List Filters to check potential results. We build a Smart List, add filters and then check how many and/or which records are being returned. There's some trial and error here, such as "What if I removed the filter for language - does it even make a difference?" And sometimes just one filter might be pretty complex if you have some constraints on it. Now, if you want to test things by adding or removing filters, you have to remove them completely, and then re-build them if you decided you need to keep them. Wouldn't it be awesome if you could just toggle them on and off? Here's an example from the video game "Path of Exile" and its trade filters: See the toggle on the left hand side. Three of six filters are active for the current query.

gracho · ‎03-05-2021

I've discovered there is no easy way to track the unengagment with an email. I wanted to see if I could make a smart list of everyone who has not interacted (clicked or opened) with an email in the last 6 months. So for example, I wanted to pull a list of people who did not open any emails in the last 6 months (which seems simple enough). I pull the "Not Opened Email" filter in the smart list. But now the closest pull-down option to include all the sends is "is any" but that will give me anyone who did not open even just a single email, even if they opened all others. So if we could include a 'is every' or 'is all' option it would make my life A LOT easier.

Casey_Grimes · ‎10-29-2020

There are some good use cases for needing to query records that start with apostrophes: for example, a common list upload error that can occur involves improperly-formatted CSV files, resulting in records with email addresses like 'example@hotmail.com' instead of example@hotmail.com. Currently, the Marketo platform doesn't properly return results for these queries because the character is improperly escaped. If you do a search for "Email Address: begins with ' ", you will return all non-empty email addresses. Attempting to use common SQL escape patterns (\', '') does not fix the problem. If this behavior could be fixed so the search correctly looks for apostrophes, it would be appreciated. (I am aware there are other ways to retrieve this data and have done so; I just wanted to note this specific bug.)

Ideas

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Smart List Person Count in Status Tab

Duplicate Flow Steps and Smart List Filters

Set a specific time schedule for Smart list subscriptions

Option to set default column view for Smart List Subscriptions (or at least use columns set in Smart List)

Show used by and prevent deletion of the smart lists when they are being used as custom columns in the reports

Add Charts and Graphs for Smart Lists

Smart list Option Improvement

Custom Report Column Increase and Naming

Activate/Deactivate Smart List Filters

"is every" or 'is all' Email Option for Filters

Fix Smart List queries that start with apostrophes