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October 19, 2020
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Auto-Assign Account Tiers

  • October 19, 2020
  • 1 reply
  • 1369 views

Is there a way to automate the assignment of account tiers? We've created a field for account tier and can manually assign them to accounts as we go, but this is time-consuming. We are looking for a way for Marketo to automatically assign the tiers based on the account scoring system we've set up. The accounts are being scored, but we can't figure out how to connect the scores with the accounts' tier field. 

Thanks in advance! 

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Best answer by SanfordWhiteman

Use a Change Data Value flow step to change the Account Tier.

 

Click Add Choice.

 

In the Add Choice dropdown, choose the Score field and the desired value(s).

1 reply

SanfordWhiteman
SanfordWhitemanAccepted solution
New Participant
October 19, 2020

Use a Change Data Value flow step to change the Account Tier.

 

Click Add Choice.

 

In the Add Choice dropdown, choose the Score field and the desired value(s).