Allow the use of tokens within Smart Lists of Smart Campaigns | Community
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Dan_Stevens_
Dan_Stevens_
Level 10
February 6, 2016
Investigating

Allow the use of tokens within Smart Lists of Smart Campaigns

  • February 6, 2016
  • 20 replies
  • 15493 views

Currently, tokens are only permissible within the Flow Steps of Smart Campaigns (in some instances, even that's not possible - and you must hard-code the actual value).  It would be a huge time-saver - especially as we templatize our programs - if tokens could also be used within the Smart Lists (triggers and filters) of Smart Campaigns.

    20 replies

    Grégoire_Miche2
    Grégoire_Miche2
    Level 10
    February 7, 2016

    +10

    Added there:

    -Greg

    A
    Anonymous
    February 22, 2016

    Allowing tokens in smart lists would also allow us to build logic comparing the values of one field to another, making Marketo way more powerful.  So, in my scoring ranking I would not have to use SFDC to work out which is the highest solution score if I could compare the scores.

      A
      Anonymous
      March 8, 2016

      Can't stress this enough. I am also pushing Marketo, especially @Justin Cooperman, @Justin Cooperman,​ to allow us to control flow steps based off of attributes on the triggered object, not just conditions on the lead, or Has Flow. The idea there, is imagine I am an ecommerce company, and I want to send an email every time an order ships. So assuming "Order" is a custom object, the trigger becomes "Added to Order", then the flow steps might be wait 2 days, and then check to see if that Order has "Status" = "Shipped", this could be done using a token or the ability to control flow steps with the triggered obejct attributes

        Dan_Stevens_
        Dan_Stevens_Author
        Level 10
        March 8, 2016

        Can't you achieve this today - by triggering off of the "Added to Order" Boolean value?  Or "status" = "shipped" value.  I'm not following where tokens in the smart list would help you here.

        Justin_Cooperm2
        Justin_Cooperm2
        Level 10
        March 8, 2016

        Brad wants to inspect fields on the trigger object from within the flow steps, not in the SL. Because if there are intermediate wait steps, those values may have changed (warranting different behavior). Context is needed within the flow steps of the nurture campaign being executed so this cannot live in the SL. Our engineers really like this feature and are looking into it as we speak.

        Separately, I'll look into what's possible within SLs. I think it's possible that there are some technical challenges there.

        A
        Anonymous
        March 15, 2016

        You have my vote! It's annoying that you can be dynamic in the trigger, but not the filter portion for the smart list within the smart campaign. Not very 'smart' in my opinion

          Dan_Stevens_
          Dan_Stevens_Author
          Level 10
          March 15, 2016

          Tokens (by themselves) can't be used in Triggers either.  However, there is a workaround here:

          gkrajeski
          gkrajeski
          Level 10
          June 9, 2016

          YES!!  Just dealing with this today...

            Grégoire_Miche2
            Grégoire_Miche2
            Level 10
            November 11, 2016

            One of the usages here would be to limit searches with a token, so being able to use a field token in the "date of activity" constraint of any filter:

            -Greg

              Brendan_Gallagh
              Brendan_Gallagh
              Level 2
              January 6, 2017

              I was just trying to do this assuming it was possible and sadly found out it was NOT. This would be huge for our needs.

                Javier_Sanchez1
                Javier_Sanchez1
                Level 2
                October 15, 2018

                Wanted to implement tokens in smart list similar to example above. Hit a wall just like you guys.

                disappointing

                Saverio_Mondell
                Saverio_Mondell
                Level 1
                October 18, 2018

                Hit the same wall. I'm actually baffled that this doesn't work like this. Cloning programs has just become far less valuable for us. Not sure where to go next...

                  Ashley_Blancha1
                  Ashley_Blancha1
                  Level 2
                  November 13, 2018

                  As we try to automate our processes, we use the API to do a lot and since you can't update Smart List Filters or Flow Steps via the API, we were hoping to use tokens instead. What a gaping hole in functionality.

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