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Mark_Knight
Mark_Knight
New Participant
April 30, 2018
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Postal Code - Numerical filtering, how?

  • April 30, 2018
  • 2 replies
  • 5439 views

I am needing to create a mailing list of people from Switzerland where postal code is less than or equal to 3000 (to target french speaking people in Switzerland)

My 'postal code' data is currently text based.

I have read from another @Sanford Whiteman​ post (https://nation.marketo.com/message/188320-re-postal-code-range#comment-188320 ) that i should create a duplicate field 'postal code range'  and make this field type 'Integer' - i have done this.

BUT, how can i

1) duplicate the current data from 'postal code' into 'postal code range'

2) ensure this continues to happen each time new 'postal code' data is added?

- we currently have NO CRM connection. Data is just held / imported into Marketo.

Many thanks for your guidance and helping a newbie.

Best answer by SanfordWhiteman

Hi Mark,

A Change Data Value flow step can copy the values from one field to another. In the "New Value" box, use a token name for the source field: {{Lead.Postal Code}}.

To keep the values in sync after an initial batch, trigger on any Data Value Change to the source field, and again run Change Data Value to sync to the second field.

You shouldn't need a webhook-based solution for this specific goal.

2 replies

SanfordWhiteman
SanfordWhitemanAccepted solution
New Participant
April 30, 2018

Hi Mark,

A Change Data Value flow step can copy the values from one field to another. In the "New Value" box, use a token name for the source field: {{Lead.Postal Code}}.

To keep the values in sync after an initial batch, trigger on any Data Value Change to the source field, and again run Change Data Value to sync to the second field.

You shouldn't need a webhook-based solution for this specific goal.

Grégoire_Miche2
Grégoire_Miche2
New Participant
April 30, 2018

Hi Sanford,

I was recommending a webhook in order to compute a range from the postal code.

-Greg

SanfordWhiteman
SanfordWhiteman
New Participant
April 30, 2018

If you coerce the string to int (which happens automatically) then filters can do this particular thing.

Just sayin'... you know I'm 100% pro-webhook!

    Grégoire_Miche2
    Grégoire_Miche2
    New Participant
    April 30, 2018

    Hi Mark,

    The easiest way to deal with all your objectives is to use a webhook platform. Search the Launchpoint, quite a few can do this and some will be free.

    In case you don't know, a webhook is a webservice that you can call from a trigger campaign in Marketo and that can, upon completion send back some info to update some fields in Marketo.

    -Greg

    Mark_Knight
    Mark_KnightAuthor
    New Participant
    April 30, 2018

    Many thanks for your prompt response - you are correct to assume i have never looked at, nor understand Webhooks. Looking through these they appear to offer data services (fill in missing data.) ? Perhaps i haven't found the right area / application - Did you mean applications like Informatica? Address Verification » Marketo LaunchPoint® 

    My request is perhaps a more simple one. I already have the post codes and email addresses i desire.

    I need to retain the postal code data as text for some filtering requirements, and duplicate it into the 'Postal Code Range' custom field i have created so i can use numerical filtering to create a email target list of known email addresses.

    Apologies if not understanding.

    Grégoire_Miche2
    Grégoire_Miche2
    New Participant
    April 30, 2018

    HI Mark,

    Rather looking into this list:

    -Greg

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