I have 9 lists in Marketo that are tied to a CDP and are synced to the CDP with refreshed data. These lists need to be mutually exclusive. Is there an easy way to view that to ensure I am not seeing a contact in 2 or more lists? I started created smart lists comparing 2 at a time so I could pinpoint which lists were overlapping but cross referencing all of them from one another would be messy and would require many smart lists. I ended up exporting all 9 lists separately and added a field to display which list name was exported then combined all of them into one sheet and searched for duplicate email addresses. It gave me what I needed but just wondering if there is a better way to do this in Marketo if I need to check this often.
There’s no easy way to do this — at least now. If you plan ahead, you can keep a Score field updated with the number of these “interesting lists” the person is on, triggering on Added to List and Removed from List.
If you create individual SLs having combinations of 2 different static lists to identify the records co-existing in multiple lists - you would end up with 36 SLs in total (9C2). If you try combining these 36 SLs in to fewer SLs - you would not know for sure in which and all lists qualifying leads are co-existing unless you check the membership of leads in the lists individually - as you would probably know list memberships cannot be added to the list view of a SL. I think excel is a cool solution for now - but I'm curious to know what Sandy thinks about this.