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A
Anonymous
November 30, 2015
Question

Using Advanced Filters

  • November 30, 2015
  • 2 replies
  • 1891 views

Hi All,

I am using 3 filters in my smart list rule for a smart campaign.

I want a combination of both AND and OR for the rule logic and hence I am entering the Advanced Rule Logic as "1 and (2 or 3)" [PS - There is no red coloured underlining that shows error for this rule logic]. However, on shifting the tab to Schedule, it shows 'Saving Smart Campaign' and never ever proceeds, it gets stuck there for eternity.

Can you guys help me out with it, as to what might be the possible issue ?

Thanks !

-Prabash Rath

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2 replies

Frank_Breen2
Frank_Breen2
Level 8
November 30, 2015

I always try and have my or's first, (1 or 2) and 3. Marketo works best this way, if your Campaign members are crashing, I suggest that you put your blocking list first, then your other criteria, i.e. if you're email an SFDC list and Country from your global database, normally it would look like:

1. Global List

and

2. SFDC list

or

3. Country

This puts strain on the search, it's best to do this:

1. SFDC list

or

2. Country

and

3. Global List

This way Marketo is already blocking people before going to the Global list.

    Josh_Hill13
    Josh_Hill13
    Level 10
    November 30, 2015

    Which filters are you using?

    Behavioral or NOT filters may have to sift through a lot of data. As Frank noted, even the order of execution can slow down Marketo. Think hard about whom you really want in this list.


    Also, SLOW down your clicks. the "Saving..." dialog usually appears when you go too fast and don't click in a gray area to let it save before executing.

    A
    Anonymous
    December 1, 2015

    Hi Josh,

    The filters that I am using :

    (1) Lead Was Created

    (2) Data Value Changed (of Field - Email Address)

    (3) Duplicate Fields (Field - Email Address)

    I want an OR between (1), (2) and an AND between the outcome of [ (1) OR (2) ] AND (3), something like (1 or 2) and 3.

    This for scenarios both when a new lead gets created and when an already existing lead's email address gets updated/changed.

    Upon setting this , Marketo seems to be 'Saving Smart Campaign' for eternity. How do you suggest, I go about to achieve the same ?

    Thank You !

    -Prabash Rath.

    A
    AlokRa4
    Level 10
    December 1, 2015

    This happens in some smartlists. If MMKTO is taking a long time to save the changes, you can refresh the page and add filters again. If the leads in the smartlist are taking long to show up, you will have to wait. It can take up to an hour sometimes to render all the leads.

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