Create a Smart List Goal create-a-smart-list-goal

Goals are ways to track progress and motivate your team. They can be combined with smart lists to track a variety of metrics in Marketo. Plus, after a smart list goal has been set up, it will automatically update every 2 hours when it is used in a presentation.

Like presentations, goals are workspace-specific.

  1. Go to the Calendar.

  2. Click Presentations in the bottom right corner.

  3. Select the Goals tab.

  4. Drag and drop Smart List Goal onto the canvas.

  5. Enter a name for the goal and enter a Goal Target. Then click Create.

  6. Define the smart list.

  7. Once the smart list is configured, click the Close button and go back to the previous tab.

    The smart list goal has been created.

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