Can we apply an automation using formula to maintain the graduation year record smart list data via Marketo? | Community
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New Participant
May 2, 2023
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Can we apply an automation using formula to maintain the graduation year record smart list data via Marketo?

  • May 2, 2023
  • 1 reply
  • 2765 views

Hi All,

We have some smart lists which utilizes "Residency Graduation Year" as a filter. In this filter we manually input the year as per the data requirements.

For say, we want a list of records who have completed the Residency Graduation last year (2022). Here is the snapshot of smart list for reference:

Likewise, we need to categorize for the records who have completed it in the previous years or who will be completing in the upcoming years. For this I have created smart list for every graduation record year date (Example for 1 year ago, for 2 years ago, 1 years from now, 2 years from now and so on...).

 

Question - I know that we cannot apply a formula in a smart list but can we create an automation leveraging Marketo which helps in updating all these smart lists automatically whenever the Calendar year changes ?

 

 

 

 

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Best answer by Darshil_Shah1

Yes, then you would be able to use the operators listed on this product doc page to build your SL config instead of hard-coding the values and then updating those every year.

 

1 reply

Darshil_Shah1
Community Manager
May 2, 2023

We can't update Marketo SLs via APIs, if that helps clear up some clouds. Do you have a date/date time type field for Residency Graduation on which you can use the OOTB constraints, e.g., in past 1/2/3 year, etc.?

 

MMundra1Author
New Participant
May 2, 2023

Hi Darshil,

Thank you for the response. This is a "String" type field created in Marketo as of now.

Do you think we should make it a date/date time field to create any sort of automation which removes the yearly maintenance headache of updating these smart lists (by changing the year everytime )?

 

Mahak Mundra
SanfordWhiteman
New Participant
May 2, 2023

Do you think we should make it a date/date time field

YES!