How to add a lead to a Smart List (initially not included)

Anonymous
Not applicable

How to add a lead to a Smart List (initially not included)

Hello Marketo Team!

I have a question for you: how could I add some leads to a Smart List, if they do not appear on it?

I am checking the Smart List for the Vector Fashion iQ emailing, and I would like some additional leads which do not appear in the smart list to receive the information.

Thanks in advance fo your answer.

Best regards,

Blanca

Marina MASSONETMargaux LepineDomitille BalasChloé Sabourin

6 REPLIES 6
Ulrike_Sachunsk
Level 2

Re: How to add a lead to a Smart List (initially not included)

Hi Blanca, I hope to understand your need correctly, but I add leads by adding the filter ,email address is'. To add them regardless of your smart list criteria you need to use the logic filter ,or' on the very top of your smart list. Hope this helps. Ulli

Am 14.12.2016 um 16:50 schrieb Blanca Bellon <marketingnation@marketo.com<mailto:marketingnation@marketo.com>>:

Marketo Marketing Nation Community <https://nation.marketo.com/?et=watches.email.thread>

How to add a lead to a Smart List (initially not included)

created by Blanca Bellon<https://nation.marketo.com/people/b8575786d1e9959109415bac8aa1d14d73a36ff1?et=watches.email.thread> in Lectra User Group - View the full discussion<https://nation.marketo.com/message/149944?et=watches.email.thread>

Chloe_Gamet
Level 3

Re: How to add a lead to a Smart List (initially not included)

Hello Blanca,

You can update your smart list with all filters available, such as email address, CSN number, etc.

If this is not clear for you, don't hesitate to contact me so I can explain you throught WebEx or Skype.

Chloé

Anonymous
Not applicable

Re: How to add a lead to a Smart List (initially not included)

Thank you both.

The point is that I am already using the filter email adress to exclude some contacts, and I cannot use it twice with different values...

Furthermore, these leads which I want to add are not targeted in the smart list since they are in a different site from where the asset is located (but they need to know about these communications), so it is a bit complicated...

Best regards,

Blanca

Chloe_Gamet
Level 3

Re: How to add a lead to a Smart List (initially not included)

Hi Blanca,

Ok so you have to adjust the filters above all criterias: Use advanded filters = all your filters OR email address filter.

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And you can use the email address filter twice if needed:

- "email address is" xxxxx

- "email adress is not" xxxx

You just have to drag and drop the email address once again.

If it's not clear enough, you can send me an email with the email address you want to exclude/add and I will explain you how to do it.

Thanks.
Chloé

Anonymous
Not applicable

Re: How to add a lead to a Smart List (initially not included)

Hello Chloé,

It doesn't work because the leads I want to add are not addressed in the smart list (they have been created in a site which is not addressed since there are no cutting machines in this site). This could be solved if I could "duplicate" these leads in several sites of the same account, but I tried some days ago with Maylys help and we found out this was not possible by now.

I think the best option for this case is to create a static list.

Thank you very much for your help.

Best regards,

Blanca

Chloe_Gamet
Level 3

Re: How to add a lead to a Smart List (initially not included)

Hello Blanca,

Ok, I will send you an email.

Thanks.
Chloé