Re: Spaces in Filters

Mariesa_Milan · ‎03-07-2016

I'm creating a Smart List for scoring purposes and I want to include titles with IT. Examples: Director of IT, IT Manager, IT Security, etc. Since there are many title variations that will include "IT", I do not want to use an exact match. Is there a way to locate titles that include "IT" but also exclude words with "it" in them? Examples of words with "it" in them that we would want to exclude are architect, unit, critical, etc. There is a way to build a filter formula in SFDC that will include spaces - example: CONTAINS( LOWER( Title ) , " it") -- Notice the space before the " it". Is there a way to do something similar in Marketo?

SanfordWhiteman · ‎01-25-2018

Hi Tammy,

To add spaces around a filter value, adapt my approach from Creating a line break token for history fields

The changes from the history field method are:

You're looking for the POST to /editSmartListSubmit, not /updateTokenData
You're changing your placeholder value (three dashes) --- to %20 in the replay

The deal is otherwise the same: Marketo doesn't actually have a problem with special characters on the back end, it's that the front end filters them out unless you get creative.

Then you can get just what you want:

Instead of the overly broad [contains] results:

View solution in original post

Josh_Hill13 · ‎03-07-2016

Spaces aren't recognized in most situations.

I wrote about this in my guide, but you need to make several smart lists:

Job Title CONTAINS
Job Title STARTS WITH
Job Title IS
Job Title IS NOT [list of bad values that could come up from "it" or "intern*"

(1 or 2 or 3) and 4

it might work better to have 2 or 3 and then cross them.