2 Replies Latest reply on Feb 27, 2017 8:49 PM by Josh Hill

    Master Smartlists (or other idea?)

      Hello, I am trying to develop master audiences (to use a word without implied system meaning). The goal is to consistently target specific messages to the same audience without having to rebuild the criteria time and time again. Because I work best with examples...if my target was teachers I would have master audiences for preschool teachers, elementary school teachers, middle school teachers and high school teachers because I know for my content, I really need to target by AT LEAST that first.

       

      I initially set this up with Smartlists in the lead database with the thought that when building smart campaigns I would use filter criteria like "is member of preschool teachers smart list." However these take years it seems to load. Is this not the way group smartlists are meant to be used? Is there a different Marketo feature I should use instead? Or is the answer just to be more patient?

        • Re: Master Smartlists (or other idea?)
          Nicholas Manojlovic

          In theory, I have seen a few places where Marketo says that a nested smart list is the most efficient way to load data.

           

          But I tend to have the same suspicion as you that there is something not quite right about that approach.. I tend to think that in your example above I would use a segmentation and divide up the various teachers into segments of that.

            • Re: Master Smartlists (or other idea?)
              Josh Hill

              At no time are nested smart lists an ideal solution. They will always load slowly because they call each smart list and return the values one by one and THEN they run the filters.

               

              If you are able to, create a Segmentation for this kind of thing instead. Works well when sub segments are mutually exclusive or hierarchical and you have under 100 groups.

               

              Another method is to run a data batch that looks for each type of Persona and Adds to List or appends Persona=X using Choice Steps.