I am trying to create a Smart List send to anyone who didn't open the first send, and I'm having trouble finding info on how to set it up in docs.Marketo or here (although I could be missing it).
Attached is a screenshot of what I have created, it plays off the first send, which had a Flow step that added anyone who opened the email to the list (MMEM 2019-11-18 SV.Opened) referenced in step 3.
So my question is, will the Smart List screenshot function as I hope it will? Is there a more efficient way I could be doing this?
Thanks!
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I'd say A and B are functionally the same, if - as Sanford already said - you have a trigger campaign that adds openers of your email to this static list. Adding them to the list in a flow step of your email sending batch campaign would not be sufficient as people can potentially open the email days after you sent it.
Pls remove the attachment and paste the image inline in the editor. Not all Community users can see attachments.
I'm saying that if you're already adding them to a static list based on triggered activity (i.e. they opened the email) then you should directly check membership in that list.
Not only is it vastly more efficient to check Member of List than constantly looking back into the Activity Log, the ActLog ages some activities out; if they're in the list, they stay there forever. (In your 30 day window nothing will actually age out, but you always have to consider this possibility when building filters.)
Thanks for the heads up on the age-out functionality (that is really good to know), I actually found a cool resource here: https://nation.marketo.com/docs/DOC-5765-marketo-activities-data-retention-policy-under-the-hood#jiv... after searching online for those timelines (it appears they are 90 days and 25 months, depending on the activities).
So between the two choices below (please see inline images), am I correct in understanding that you suggest pursuing a route like option A. instead of option B. as a general best practice? If that is correct, what further non-ActLog filters should be added to insure that the entire customer database doesn't get sent the second send (which in the current quick config. that I setup below is the case)?
Option A:
Option B:
I'd say A and B are functionally the same, if - as Sanford already said - you have a trigger campaign that adds openers of your email to this static list. Adding them to the list in a flow step of your email sending batch campaign would not be sufficient as people can potentially open the email days after you sent it.
Thanks Michael Florin and Sanford Whiteman, I really appreciate the help. For anyone reading this thread, I ended up going with Option B., as it matched my expected number of Non-Opens from Send 1 almost exactly. But the validity in both Sanford and Michael's statements (in terms of using resources that will remain unchanged in the system) definitely seems to show in the "almost" portion of that sentence, and in future sends I will definitely take that into consideration when using ActLog triggers.