Tracking last demo in segment | Community
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A
Anonymous
February 11, 2014
Question

Tracking last demo in segment

  • February 11, 2014
  • 2 replies
  • 870 views
Hi Marketo Community, 

I am trying to do a campaign with a token/segment that will fill in the last time a salesforce contact had a demo. 

In our system when a lead has a demo they are converted and associated with an opportunity - is there a way to reference date converted OR reference activity contains demo with a date constraint in a segment?

Thanks,

-Ryan
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2 replies

A
Anonymous
February 11, 2014
Hi Ryan,
Yes to both of those!

For the date converted, we have the "Lead was Converted" filter which you can add a date constraint to.

For the activity, we have the "Activity was Logged" filter which has a Subject constraint and also has the Date of Activity constraint.

We also have "Was Added to Opportunity" if you want to filter off of that.

Will
A
Anonymous
February 11, 2014
Hi Will,

It doesn't look like you can reference either of those fields in a segmentation? Would the best way to accomplish this be to create a smart campaign that is if lead was converted between ex.(1-1-14 and 1-31-14) change data value converted month(which would be a new custom field that i create) to January?

I am trying to make a message that would be like you had a demo last (converted Month)....

I don't really like to create additional custom fields but will if that is the only work around. 

Thanks,

-Ryan
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