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 all sorts of things in Marketo. Plus, after you’ve set up a smart list goal, it’ll automatically update every 2 hours when it’s 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. The possibilities are endless!

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

    Look at that! Your smart list goal has been created.