Filter in marketo that pulls in related contacts from an account | Community
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J
jsnow
New Participant
August 30, 2022
Question

Filter in marketo that pulls in related contacts from an account

  • August 30, 2022
  • 1 reply
  • 2275 views

Does anyone know of a particular filter or a way to use filters in a smart list to pull related contacts associated with an account? I can't seem to find a filter that digs into this. I am using the "Has Opportunity" filter and  "Has Opportunity Product" filters, and they are pulling in some of the people I need, but have since found that we have some of our opportunities that don't have a contact on them, and therefore they aren't pulling them in.

Any help/guidance is appreciated.

Thanks.

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1 reply

SanfordWhiteman
SanfordWhiteman
New Participant
August 30, 2022

Can you give some more information here? If this is an SFDC-integrated instance, the Company Name (if not duplicated) is the SFDC Account.

Katja_Keesom
Katja_Keesom
Community Manager
August 30, 2022

Indeed, but even if it's not an SFDC integrated instance, you can filter on any of the Company fields in the same way as you filter on person-related fields. In that way, Person and Company work differently and far more direct than Opportunities where indeed you have to filter on "Has Object" and then specify field values in the constraints.

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