DocumentationJourney Optimizer B2BJourney Optimizer B2B Edition Documentation

Buying group filters in Marketo Engage

Last update: Mon Feb 09 2026 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User
IMPORTANT
Feature deprecation
With the simplified architecture for Journey Optimizer B2B Edition, the buying group filters are no longer available in a connected Marketo Engage instance.
As an alternative, you can create a static list for each solution interest and then use the Add to Marketo list action from a journey node. This action adds buying group members to a particular static list in a connected Marketo Engage instance. Then, use the solution interest-focused static list for a smart list filter.

As a marketer, you might want to suppress campaigns in Marketo Engage for people that are part of buying groups in Journey Optimizer B2B Edition. You can also inform the lead scoring workflows in Marketo Engage using information about the leads associated with buying groups. For example:

  • Is this lead part of a buying group?
  • Is the buying group complete and engaged?

If these conditions are true, you might choose to score the lead the higher. If not, you might choose not to mark it as a marketing-qualified lead (MQL).

In your Marketo Engage instance that is connected to Journey Optimizer B2B Edition, you can use the Member of Buying Group filter in your Smart Lists to identify these leads according to your campaign strategy.

  1. After you create a Smart List in Marketo Engage, select the Smart List tab to open the filter editor.

  2. In the filters list on the right, scroll down the list and expand the Special Filters folder.

  3. Click the Member of Buying Group filter and drag it onto the filter definition area.

    Add the Member of Buying Group filter to the Smart List {width="700" modal="regular"}

  4. Set the Member of Buying Group option to true or false.

    This constraint is required for the definition.

  5. (Optional) Add other buying group-related constraints to the filter according to how you want to identify leads for the Smart List.

    • Click Add Constraint at the top right of the filter card.

      Select another constraint {width="700" modal="regular"}

    • Select the constraint that you want to add, such as Completeness Score or Solution Interest.

    • Set the evaluation that you want to use for a match.

      For a score, you can use an exact match, or a range that is above or below the number you enter.

      To exclude members who were removed from a buying group, use the Is Removed constraint set to false. You can also explicitly include removed members in the smart list by setting this constraint to true.

      For a discrete item, such as the solution interests defined in Journey Optimizer B2B Edition, you can select one or more items for the list.

      Select a value for the constraint from the list {width="600" modal="regular"}

      Select the first one and click the selector again to open the Multiple Value Chooser dialog.

      Select multiple values for the constraint {width="500" modal="regular"}

      Move any of the remaining items over to the right and click OK when you have the list of items that you want to use for the constraint.

    • Repeat these actions to add as many of the constraints that you need.

    Member of Buying Group filter with multiple constraints {width="600" modal="regular"}

recommendation-more-help
6ef00091-a233-4243-8773-0da8461f7ef0