Segment list by matching fields?

chanjay
Level 1

Segment list by matching fields?

Hello,

 

I have a question, I have a scenario like this: A person has 2 different accounts with 2 different email addresses on each account, the 2 email addresses share the same customer ID.

 

Email: email1@example.com

Account Type: Account A

Customer ID: 123

 

Email: email2@example.com

Account Type: Account B

Customer ID: 123

 

Now, for example If I want to send a promo email specifically to email addresses with Account type A only, how do I filter out the above person (a person with Account A & B using different email addresses)?

 

Thank you.

 

hc.

 

 

 

1 REPLY 1
Floyd_Alvares2
Level 8

Re: Segment list by matching fields?

@chanjay 

You cannot compare values across 2 different records in Marketo. 

My thoughts on this would be to create a field on the record itself and depending on the customer ID, update the field to if they have Account Type A, Account Type B or Both.

Then you can use this field to drive your campaigns.