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Re: Limit/Cap Emails to People at Same Account?

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Paul_Su2
Level 3

Limit/Cap Emails to People at Same Account?

If I have a list of 1500 people I want to invite to a webinar that spans in varying number of people per account (i.e. could be anything from 1 person at X Account but 30 people at Y Account) over say 300 Accounts is there a good way to throttle the sends to only send to say max number of 5 people at a specific company within one email send? 

 

So if Y Account above 5 people get the invite email today but we want to cap that and then send to another 5 people at Y Company at a separate set time say tomorrow.

 

Is there a scalable way to do something like this? I talked to support and there is no native way - we ended up using the "Random Sample" solution to split it randomly into multiple static lists and sent separately each list at different times but this seems like a clunky (pretty manual) annoying solution but also doesn't definitely solve for the cap as there (albeit small) is a chance more then 5 people at Y company could end up in the same random sample. Thanks. 

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SanfordWhiteman
Level 10 - Community Moderator

Re: Limit/Cap Emails to People at Same Account?

Though sometimes Support fails to think outside the box, in this case they’re right — there’s no way to hack it together using native functionality.

 

You need at least an assist from a webhook to a sort of Poor-Man’s-ABM like you’re describing.

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SanfordWhiteman
Level 10 - Community Moderator

Re: Limit/Cap Emails to People at Same Account?

Though sometimes Support fails to think outside the box, in this case they’re right — there’s no way to hack it together using native functionality.

 

You need at least an assist from a webhook to a sort of Poor-Man’s-ABM like you’re describing.

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Paul_Su2
Level 3

Re: Limit/Cap Emails to People at Same Account?

Can you elaborate a little more on what you mean here @SanfordWhiteman ?

SanfordWhiteman
Level 10 - Community Moderator

Re: Limit/Cap Emails to People at Same Account?


Can you elaborate a little more on what you mean here @SanfordWhiteman ?

As your investigation has shown, Marketo alone can’t take into account the domain when distributing people across buckets (nor can it really do fixed-size buckets as you need to estimate using %ages).

 

A webhook-compatible service, on the other hand, can sort people more intelligently, guaranteeing that no more than N people could be in a given bucket who match a set of filters (like domain but also any others) and using real fixed-size buckets of 100, etc.

Kaitlyn_Simko
Level 4

Re: Limit/Cap Emails to People at Same Account?

If you download your list you may be able to do it in excel.  Download file and then order the list by company. Then on a new column (ex. B), on the first cell, put a 1. Below that, write the formula =(if A2=A1, B1+1,1). Let's assume the company name is in column A.