Interim Solution for Custom Object Contact-Level Filtering | Adobe Higher Education
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Level 5
August 5, 2026

Interim Solution for Custom Object Contact-Level Filtering

  • August 5, 2026
  • 1 답변
  • 19 조회

Hi Team,

We have a custom object related to closed leads that we use for a nurturing campaign. Currently:

  • The custom object is linked at the Account level.

  • As a result, all contacts associated with the account receives the email.

  • Our goal is to have only the specific contact associated with the closed lead receive the email.

  • We plan to eventually update the custom object relationship to the Contact level.

Interim solution:
Since the custom object already contains a Contact ID, is there a way to:

  • Match/filter the Custom Object Contact ID against the Marketo Lead/Contact ID, or

  • Use another Smart List-only workaround to exclude contacts who are not associated with that specific closed lead ?

Any guidance on an interim solution would be greatly appreciated.

Regards,
Akshat

1 답변

sandy_logitech
User Group Leader
User Group Leader
August 6, 2026

We usually lean on a Velocity-based workaround, assuming you can view this Account-linked object in the Velocity context (some relationships thru Account work this way, others do not).

 

If you can see it in Velocity, filter there and throw an error if the Contact ID does not match.