Segment list by matching fields?

Question

Hello,
 
I have a question, I have a scenario like this: A person has 2 different accounts with 2 different email addresses on each account, the 2 email addresses share the same customer ID.
 
Email: email1@example.com
Account Type: Account A
Customer ID: 123
 
Email: email2@example.com
Account Type: Account B
Customer ID: 123
 
Now, for example If I want to send a promo email specifically to email addresses with Account type A only, how do I filter out the above person (a person with Account A & B using different email addresses)?
 
Thank you.
 
hc.

falvares · Answer

@chanjay

You cannot compare values across 2 different records in Marketo.

My thoughts on this would be to create a field on the record itself and depending on the customer ID, update the field to if they have Account Type A, Account Type B or Both.

Then you can use this field to drive your campaigns.

Sign up

Login with SSO

Login to the community

Login with SSO

Scanning file for viruses.

This file cannot be downloaded