How to find out the names of all lists a certain lead is a member of? | Community
Skip to main content
A
Anonymous
June 5, 2018
Solved

How to find out the names of all lists a certain lead is a member of?

  • June 5, 2018
  • 2 replies
  • 6011 views

In the past, when I need to know what lists a certain lead belongs to, I check the activity list for the lead, filtered for list activity.  It's a little clunky because you have to account for adds and removes to get a final list of their current list memberships, but it works.  However, I think I saw that list activity data will soon no longer be available back through the whole lifetime of the lead in marketo, so what is an alternate way to easily see what lists a certain lead is currently on?

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by SanfordWhiteman

Yes, Add to List is being moved to the 90-day period, so it's next to useless for this.

I like to use a Member of Lists field, maintained via webhook and firing whenever Add or Remove ​fires.

2 replies

Josh_Hill13
Josh_Hill13
Level 10
June 5, 2018

Generally you cannot without going into the lead record.

Why do you need to do this?

If you search for data retention here, you can find out how long those activities last. Usually 25 months.

A
Anonymous
July 18, 2018

Frequently I need to see which lists someone is on to figure out why they have or haven't been receiving emails they want or don't want.  Perhaps we don't use Marketo the way most people do, but we have a group of people that have memberships in multiple lists (doctors, nurses, member of such a such committee, subscriber to such a such newsletter, attendee of such and such an event) that frequently change, and often I do need to work from the person to the list they're on rather than vice-versa.  It seems like this would be basic functionality, unless we're the only ones who work this way?  With data retention being reduced for list activities, it will now be very difficult to figure out all the lists people are on if they have been there for a while.

SanfordWhiteman
SanfordWhiteman
Level 10
July 18, 2018

If it's about what emails they're receiving, you'll see what Smart Campaign qualified them in their Activity Log.

If it's about emails they're _not_ receiving, you should already know what list would have qualified them, so you can go straight to the list to confirm.

SanfordWhiteman
SanfordWhitemanAccepted solution
Level 10
June 6, 2018

Yes, Add to List is being moved to the 90-day period, so it's next to useless for this.

I like to use a Member of Lists field, maintained via webhook and firing whenever Add or Remove ​fires.

A
Anonymous
July 18, 2018

Thank you, I think that will be the solution going forward!  Still looking for a solution to export the old data so I will be able to access it after the new data retention policy goes into effect.

Terms & ConditionsAccessibility statement

Loading footer...