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NickWa7
New Participant
October 20, 2022
Question

Requalifying for Smart List

  • October 20, 2022
  • 1 reply
  • 1762 views

In Marketo, we use Smart Lists for Program Entry criteria. At each step of our journey, we update their program status (step 1, 2, 3, etc)

While testing, we want to be able to remove a member from the campaign and allow them to requalify for the campaign to test with them again. The only way I have found to do this is to clone the entry criteria, which allows them to qualify again. Is there a way to requalify these records without cloning/creating new smart lists? There is nothing in these smart lists that would exclude these people from reentry, and the campaign allows reentry as well.

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1 reply

Darshil_Shah1
Darshil_Shah1
Community Manager
October 21, 2022

Apologies, but I don't understand your requirement and ask completely. If a person meets the campaign's SL criteria and given that the campaign's qualification rule (the one in the campaign's schedule tab) allows the person to run through the campaign more than 1x, then the person would run through the campaign's flow on its next run (i.e., the person would re-qualify and flow the campaign again). Also, once a person is a member of a campaign, you cannot remove them from being a member of the campaign (unlike programs) - they can still re-run through the campaign flow given that they meet the campaign SL and qualification rules, but you cannot delete the campaign membership (unless, of course, you delete the person itself).

 

    SanfordWhiteman
    SanfordWhiteman
    New Participant
    October 21, 2022

    I think the idea is if a person is only allowed to qualify “one time” they want to manually revert that “one time” back to “0 times.” Of course this isn’t the way campaign membership is expected to work — if it could be reverted it would cease to have the same meaning.

     

    Overall, this strikes me as an odd request. If it’s for testing, the SC design is that each unique person can run through once. If you want to see if this is working as intended, creating a new test person is the correct way. Otherwise you’re not actually testing against the real-world experience.

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    NickWa7Author
    New Participant
    October 21, 2022

    But the person isn't allowed to qualify only one time, they should be able to qualify many times. This was enough information to move forward with, but I am not sure I follow 'one time' campaign membership when a person could qualify again. If the campaign is what prevents re-entry, shouldn't a standalone smart list always show this person, despite campaign membership?

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