Interacting Aging Bucket Check

ashah123

Hi Team,

I’m currently working on a requirement related to interaction aging buckets. The idea is to categorize leads based on their most recent engagement in Marketo and assign them to corresponding buckets. I’ve created a text field for the interaction bucket, which I’ll start populating once the full solution is ready.

To determine the appropriate bucket for each lead, I’m using the Marketo activity log to track opens and clicks. This helps us identify the least engaged leads and allows us to tailor specific campaigns or strategies for them. For context, we also have a custom rule that marks a lead as ineligible if they haven’t engaged for over 18 months. By implementing these buckets, we can be more mindful of engagement levels and run targeted re-engagement strategies.

Below are the bucket ranges we’ve defined:

My question here is :

For example, in the 121–150 day bucket, I’m seeing leads who have interacted in the last 30 days, which is causing confusion.
I’ve created the buckets as per the below screenshot, and they work fine in some scenarios and not all.
I suspect the issue could be something related to contacts with multiple opens/clicks.
Currently, I’m using “opened AND not opened” conditions within the bucket, but it seems some leads are still being included incorrectly.
My goal is to only include leads whose interactions fall strictly within the bucket’s date range , so that we could categorize them in those bucket , lets say ..if they multiple opens then last open should be considered so have those buckets updated based on last interaction.

Could you advise what adjustments are needed to achieve this?

Do let me know in case of anything

Regards,

Akshat

Michael_Florin

This is not an idea, is it? I think it has to be moved.

But to your question: This filter ...

... finds only people how have last clicked an email between 120 and 150 days ago. My instance confirms that quite nicely, as we write a "Last Email Clicked Date" into a field. So the results look like this:

So far, so good. And the same works with Email Opens. But if you bring the two together with the OR-operator, you have people with a Last Clicked Date between 120 and 150 days OR a Last Open Date between 120 and 150 days, which opens the door for people who might have a clicked date in that time frame but an open that is much closer to the present. These would also be returned by your Smart List. So you would have to use AND to make sure you find only people who have neither opened nor clicked within the last 120 days.

Eventually, I would say that neither clicks nor opens are reliable indicators of interest. Inactivity is pretty difficult to measure, as there are also other things: Form Submits, Website Visits... And I'd also doubt that you can create meaningful content for the 150-day-people vs. the 210-day-people. That would at least be my first instinctive thought.

ashah123

Thanks for help @Michael_Florin , yes now i think that OR condition could have caused that thing to happen to bring the recent engagement . Sure will take a look at how we could make it better .

Also sorry i just realized now this was created as an idea rather than a discussion , you mentioned to move it , not sure how to do it havent done that before , can you guide me where that options is ? I wasnt to find it