Problems making a Segment with list

[Chris_Morris1]

Kristen, thank for this. We've recently updated to Standard from Spark and I'm just getting up to speed with segmentation. We have a custom CRM, so my segments are based upon custom fields.

So I'm sure I understand, I can create segmentations, and as the custom field value changes (based upon list import, eventually will be a custom sync solution - I hope!) the lead's segment will change accordingly based upon the value in the custom field.

Am I understanding that correctly?

[Grégoire_Miche2]

Hi Chris,

Yes, this is correct. Segments are automatically maintained, so they will automatically change when values in the fields change.

-Greg

[Grégoire_Miche2]

Hi Kristen,

IMHO, Adding new fields should be kept only for case here no other alternatives are available. Or your data schema will soon get messy. And it's hard to clean it in Marketo (one canot delete fields, only hide them).

-Greg