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Anonymous
November 1, 2018
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Add smart list to a campaign

  • November 1, 2018
  • 3 replies
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I have already created a smart list but I can't figure out how to add it to a campaign rather than recreating it in the "Smart List" section. Can someone explain how to do this?

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Best answer by Grégoire_Miche2

Use the "member of smart list" filter in your smart campaign.

-Greg

3 replies

Amy_Goldfine
Amy_Goldfine
New Participant
November 2, 2018

Unfortunately, there's no way to take the filters from a smart list and automatically recreate them in the smart list of a campaign. I feel your frustration! You can either manually recreate them, or use the smart list filter "member of smart list" and reference your original smart list. Neither option is ideal, I realize. Manually recreating is going to be labor-intensive and can introduce errors if you're not careful. Using "member of smart list" means that you can never delete that smart list.    

Amy GoldfineMarketo Champion & Adobe Community Advisor
    Kevin_Weisenber
    Kevin_Weisenber
    New Participant
    November 2, 2018

    My understanding and usage of the Marketo Sky Beta is that this functionality will exist for copying criteria

      F
      falvares
      Employee
      November 2, 2018

      Yes I cannot wait for that feature for Smart Lists.

      However at the moment you can "save smart list criteria" for Smart Campaigns in Marketo Sky: Save Smart List Rules – Marketo Help Center

      Thanks

      Floyd

        Kevin_Weisenber
        Kevin_Weisenber
        New Participant
        November 1, 2018

        Hey Nadia,

        As Gregoire mentioned you can use the "member of a smart list" filter to reference a smart list you have created elsewhere in the instance.

        I recommend you take a look at the "quick wins" section in the marketo documentation, specifically the "send an email" section which will walk you through some concepts to get your feet wet with the platform. You can find it here​

        Grégoire_Miche2
        Grégoire_Miche2Accepted solution
        New Participant
        November 1, 2018

        Use the "member of smart list" filter in your smart campaign.

        -Greg

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