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Any suggestions to generate the leads in a smart list faster?

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Srujan_Vishwana
Level 4

Any suggestions to generate the leads in a smart list faster?

Hi,

I face an issue everyday where I need to generate the leads for a smart list which I've created. It take Marketo forever to populate those numbers and for me to pull on excel sheet out of this is a Herculean task.

Screen Shot 2015-06-03 at 5.17.58 PM.png

Is there something I'm doing wrong or Is there something Marketo can help me in making this process a lot quicker? Is anyone else facing the same issue?

Any help regarding this matter will be appreciate a lot.

Thanks,

Srujan Vishwanath

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Accepted Solutions
Josh_Hill13
Level 10 - Champion Alumni

Re: Any suggestions to generate the leads in a smart list faster?

You should try the following:

  • avoid nesting smart lists
  • put the widest criteria at the TOP of the list as it processes top down.
  • be careful with NOT WAS filters and inactivity
  • Try to use positive filters instead of NOT operators.

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6 REPLIES 6
Anonymous
Not applicable

Re: Any suggestions to generate the leads in a smart list faster?

Can you show us a screenshot of what the rules are in your smart list?

Josh_Hill13
Level 10 - Champion Alumni

Re: Any suggestions to generate the leads in a smart list faster?

You should try the following:

  • avoid nesting smart lists
  • put the widest criteria at the TOP of the list as it processes top down.
  • be careful with NOT WAS filters and inactivity
  • Try to use positive filters instead of NOT operators.
Srujan_Vishwana
Level 4

Re: Any suggestions to generate the leads in a smart list faster?

Thanks Josh Hill​ .

Can you throw some light on "avoid nesting smart lists". Not sure I understand!

Dory_Viscoglio
Level 10

Re: Any suggestions to generate the leads in a smart list faster?

Hey Srujan, that just means to avoid using a smart list within your smart list (especially if that smart list happens to contain another smart list!)

Another suggestion: Creating static lists isn't the best bet for everything, but they will improve processing speed at the time of a send.

Dory_Viscoglio
Level 10

Re: Any suggestions to generate the leads in a smart list faster?

Like Josh Hill​ said, there are a number of things to avoid. Another thing to add to his list (if possible) is webpage visits. Marketo told me that searching through entire activity logs for webpage visits can be very time consuming.

Also, how many records are you dealing with on average?

Srujan_Vishwana
Level 4

Re: Any suggestions to generate the leads in a smart list faster?

Thanks for the quick tip Dory Viscogliosi​ . My average lead count will be between 10,000 to 200,000. It can go up sometimes.