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aglantz71
aglantz71
New Participant
February 21, 2023
Question

Tagging individual records

  • February 21, 2023
  • 3 replies
  • 1602 views

Hi there.

Does Marketo have a way to tag individual records with selectable information, such as when they click on a link to an email? For example, if the subject of the email is "intellectual property", is there a way to append "intellectual property" to a record taking action on the email so that I can select by that criterion in future smart lists and reports?

Thanks.

Adam

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3 replies

SanfordWhiteman
SanfordWhiteman
New Participant
February 21, 2023

Would be good to be more specific about what you mean by “tag”.

 

Jay’s suggestion is very scalable but is not technically a person-level field, rather an Activity Log entry. It will technically expire after 2 years.

 

Jazmine’s suggestion is permanent as it alters a field on the lead, but it’s not as instantly scalable because a new field would be required for every interest. (I would suggest a DateTime field like Intellectual Property Interest DT rather than a generic string field, but the same applies.)

    Jazmine_Moore
    Jazmine_Moore
    New Participant
    February 21, 2023

    This can be done in a flow step listening for the specific action.  Example: 

     

    Smart List Filter

    - Clicks Link in Email

        -Email is [1 or many emails within a category], or 

        -Constraint - Link contains [xxxx]

     

    Flow Steps

    - Change Data Value

        -Attribute: [custom field] New Value: [intellectual property]

     

      Jay_Jiang
      Jay_Jiang
      New Participant
      February 21, 2023

      You can try writing Interesting moments, there's a special filter called "Had Interesting Moment" which you can then use to filter for descriptions

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