How to filter an email campaign? | Community
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Anonymous
November 1, 2016
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How to filter an email campaign?

  • November 1, 2016
  • 2 replies
  • 3137 views

I need to be able to see the date that a lead status changed (from anything to "Registered") prior to a specific date range. Is there a specific way to do that?

For example, I am now looking at an email campaign that 3 weeks ago had 50 registered members, but today when I checked has 95. Is there a way to filter the dates or even see the dates that each lead status changed to register?

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    Best answer by Devraj_Grewal

    Unfortunately there is no way to easily query the date the status changed. But going forward what you can do is create a new custom date field that changes to the system date (via token) whenever a status changes.

    Ex.smart list: data value changes or program status changes

    Flow: change data value: registered date:{system.date}

    2 replies

    Anna_Blanchet1
    Anna_Blanchet1
    New Participant
    November 29, 2016

    Hi Bryce,

    Do you have a smart campaign that changed the lead's status to "registered"? If so, check out the results tab within the smart campaign. You can sort the data by the Date/Time field and/or export the information into excel for further review. 

    Alternatively, you can create a smart list with the filter "Program Status was Changed" and Add Constraint: New Status = Registered, then filter by Date of Activity.

      Gerard_Donnell4
      Gerard_Donnell4
      New Participant
      December 1, 2016

      Thats a good answer Anna! Thanks

      Anna_Blanchet1
      Anna_Blanchet1
      New Participant
      December 1, 2016

      Thanks Gerard! Bryce Kuck​ - did my suggestions work for you? If so, please mark as the correct answer to help Marketo users who might have the same question in the future.

      Devraj_Grewal
      Devraj_GrewalAccepted solution
      New Participant
      November 20, 2016

      Unfortunately there is no way to easily query the date the status changed. But going forward what you can do is create a new custom date field that changes to the system date (via token) whenever a status changes.

      Ex.smart list: data value changes or program status changes

      Flow: change data value: registered date:{system.date}

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