Skip to main content
A
Anonymous
October 21, 2016
Question

Smartlist strategy

  • October 21, 2016
  • 2 replies
  • 2291 views

Hi All,

I'm working on a "list strategy" for a large company, and wondering if there are some best practises out there for what list are needed?

I was thinking about the general list with some of the lists mentioned below:

- Subscripers.

- Unsubscripers

- Leads

- Prospects

- Customers

- Invalid customer data 

But I would also like to have persona list that we can use in each step of the funnel, fx.

Persona A - TOFO stage

Persona A - MOFO stage

Persona A - BOFO stage

Do any of you guys have some smartlist best practise, regarding what list but also the naming and folder structure, that I experience is very important when working with Marketo.

Hope you can help

P.S. I also assume that these list should "live" in the lead database, please correct me if I'm wrong.

This post is no longer active and is closed to new replies.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

2 replies

Grégoire_Miche2
Grégoire_Miche2
Level 10
October 23, 2016

Hi Christoffer,

That's a good start. You may also want to use some segmentations as well.

And yes, these will be better in the lead database.

if the company uses workspaces, you may even want to place these SL if a workspace, in a shared folder, so that only a very small number of authorised users can modify the criteria.

-Greg

Jessica_Kao3
Jessica_Kao3
Level 7
October 24, 2016

I would also add lists or rather segmentations based on important geographies, job level/titles, industries, product or application interests, and any thing else that you could consider segmenting on. 

A
Anonymous
October 26, 2016

Thx for the answer! Do you have some sort of naming strategy for the list? So it will be easy to find them later on?

Dory_Viscoglio
Dory_Viscoglio
Level 10
October 26, 2016

Segmentations are easy to find later, as they're their own filter.. This is how I'd go about this project.

Terms & ConditionsAccessibility statement

Loading footer...