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David_Tobon
David_Tobon
Level 2
January 15, 2019
Question

Filter question

  • January 15, 2019
  • 1 reply
  • 2733 views

Hi friends, i want to ask if someone knows about it; What is the name of the of item/filter in Marketo that tracks the last time we  interacted or had an activity with a lead/customer (assuming one exists)?

I appreciate if someone can helps

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1 reply

Devraj_Grewal
Devraj_Grewal
Level 10
January 15, 2019

David,

This filter does not exist out-of-the-box. If you were interested in creating one, you can have a smart campaign set up similar to this:

Smart list:

Activity was logged: Call attempt

Flow:

change data value: Last Call Date: {{system.date}}

OR

Smart list:

Email was delivered

Flow:

change data value: Last Email Date: {{system.date}}

Just be weary that this campaign should not qualify every time you call or email a prospect, that would be way too much overload. So perhaps provide an additional filter in the smart campaign's smart list to only include target accounts, etc.

David_Tobon
David_TobonAuthor
Level 2
January 15, 2019

Thanks Devraj

The reason I ask is that we’re thinking of eventually adding a triggered campaign that will routinely check our lead database to see if a lead hasn’t been touched on our side for the last 6 months, and then changing their status to “nurture” and adding them to our Nurture campaign. Kind of an automated way to make sure leads aren’t completely falling through the cracks if our sales reps don’t get a chance to talk to them. 

SanfordWhiteman
SanfordWhiteman
Level 10
January 15, 2019

A triggered campaign can't "routinely" do this. You must mean a batch campaign.

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