Re: filtering leads based on type of customer

Not applicable

filtering leads based on type of customer


We have two types of prospects: Our regular prospects, and prospects coming from a new initiative (website) which tries to get prospects to use a Free version of our product. We would like to nurture these last type of prospects. How can I filter a triggered campaign to only trigger based on that type of leads?

The leads can enter the db through a form on the website for that initiative but they can also be entered manually or imported with a csv.

I was thinking of setting a custom field in a lead but this doesnt work for us as we still have the Spark version of marketo at this point. There must be another way to do this?

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Re: filtering leads based on type of customer

Are you identifying them as leads from a form or in a Program?

Do you have existing lead source or other fields that mark these folks? An SFDC Campaign?

It might be worth having a special field or flag to identify the leads if they are coming in from non form areas. Not sure why you mention Spark here. You should be able to add a field to SFDC or Marketo to do this.