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BrendaDavis1982
Level 2
November 12, 2024
Solved

Auto Merge Alerts To Monitor Static List

  • November 12, 2024
  • 1 reply
  • 1007 views

I need to create a few email alerts that will help us monitor our auto merge static list.  Here are the 2 email alerts I am trying to set up but don't know how to set up the filters to make it happen:

 

  1. Send alert if no records have been added to the "To Be Merged" static list in the last 7 days
  2. Send alerts if the same record gets added to the "To Be Merged" static list more than 3 times.
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Best answer by SanfordWhiteman

1. Can you elaborate on how to use the REST API to poll membership to understand if records are not entering a specific static list?

Get Activities for the Activity Type Added To List, filtering results by List ID. Start the paging token 7 days ago. If you get even one page with results that means someone’s been added in that time, you don’t need to get all the pages.

 

2. Yes that is correct.   Receive an alert when the same record (same Marketo Lead ID) gets added to the 'To be merged' static list more than 3 times.

Trigger on Add to List, min. number of times = 4.

1 reply

SanfordWhiteman
SanfordWhiteman
Level 10
November 13, 2024

For 1. you can't alert on a list not having new members. (Well, unless you use the REST API to poll membership, which isn’t a bad idea.) There's no trigger or filter on this condition, because triggers and filters operate on people. Not on assets.

For 2. do you mean the same “record” as in “the same Marketo Lead ID”?

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BrendaDavis1982Author
Level 2
November 14, 2024

Hi Sanford,

 

1. Can you elaborate on how to use the REST API to poll membership to understand if records are not entering a specific static list?

 

2. Yes that is correct.   Receive an alert when the same record (same Marketo Lead ID) gets added to the 'To be merged' static list more than 3 times.

SanfordWhiteman
SanfordWhitemanAccepted solution
Level 10
November 14, 2024

1. Can you elaborate on how to use the REST API to poll membership to understand if records are not entering a specific static list?

Get Activities for the Activity Type Added To List, filtering results by List ID. Start the paging token 7 days ago. If you get even one page with results that means someone’s been added in that time, you don’t need to get all the pages.

 

2. Yes that is correct.   Receive an alert when the same record (same Marketo Lead ID) gets added to the 'To be merged' static list more than 3 times.

Trigger on Add to List, min. number of times = 4.

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