Use Segment Filters in a Smart List
Last update: July 21, 2023
- Topics:
- Segmentation
PREREQUISITESOptimize your Smart Lists performance by using Segment filters.
-
In the smart list you created, search for the word Segment, drag and drop the filter.
Great! Now you know how to find Segmentation filters.
Previous pageUnderstanding Dynamic Content
Next pageAdd Content to a Snippet
Marketo Engage
- Home
- Getting Started with Marketo Engage
- What is Adobe Marketo Engage?
- Initial Setup
- Implementing a New Marketo Engage Instance
- Where to Start
- New Instance Best Practices: Admin Section Checklist
- New Instance Best Practices: Database Checklist
- New Instance Best Practices: Design Studio Checklist
- New Instance Best Practices: Marketing Activities Checklist
- New Instance Best Practices: Analytics Checklist
- New Instance Best Practices: Document Your Setup
- Things to Know
- Quick Wins
- Inheriting a Marketo Engage Instance
- Product Docs
- Additional Apps
- SEO
- Understanding SEO
- Understanding Search Engine Optimization
- Understanding the SEO Dashboard: SEO Recommendations
- Understanding the SEO Dashboard: SEO Snapshot
- SEO - Add a Site/Delete a Site
- SEO - Add Competitors
- SEO - Managing Lists
- SEO - Pick Region/Country for Your Search Engine
- SEO - Set Your Email Alert Preferences
- Keywords
- SEO - Add Keywords
- SEO - Add/Remove Columns From Your Keywords View
- SEO - Add/Remove Keywords from a List
- SEO - Exporting Keyword Results
- SEO - Filter Keyword Results
- SEO - Get Suggested Keywords
- SEO - Importing Keywords with a CSV
- SEO - Keyword Trends Chart
- SEO - Optimize Specific Pages with Targeted Keywords
- SEO - Remove a Keyword
- SEO - Understanding Keywords
- SEO - View Keyword Results in a Search Engine
- Pages
- Inbound Links
- Reports
- Understanding SEO
- SEO
- Administration
- Setup
- Additional Integrations
- Add Adobe Connect as a LaunchPoint Service
- Add Google AdWords as a Launchpoint Service with a Manager Account
- Add Google AdWords as a LaunchPoint Service
- Add GoToWebinar as a LaunchPoint Service
- Add Level 3 Web Meeting as a LaunchPoint Service
- Add Munchkin Tracking Code to Your Website
- Next Generation Munchkin Tracking FAQ
- Add Single Sign-On to a Portal
- Add Webex as a LaunchPoint Service
- Add Zoom as a LaunchPoint Service
- Configuring Your SOAP API Settings
- Connect BrightTALK to Marketo
- Create a Custom Service for Use with ReST API
- Create a Webhook
- Create an Allowlist for IP-Based API Access
- Download GoogleAdwords Activity Log
- Restrict User Login to SSO Only
- Audit Trail
- Email Setup
- Add Multiple Branding Domains
- Change Custom Object Retrieval Limits in Velocity Scripting
- Change the Default From Email and From Label
- Edit the Unsubscribe Message
- Make Your Unsubscribe Message Dynamic for Languages
- Edit the “View as Web Page” Message
- Enable Communication Limits
- Enable Person Restrictions for Smart Campaigns
- Email Open Tracking at Campaign Level
- Filtering Email Bot Activity
- Remove Unsubscribe Text
- Field Management
- Block Field Updates During List Import from Untrusted Sources
- Block Updates to a Field
- Change the Type of a Marketo Custom Field
- Create a Custom Field in Marketo
- Create and Use a Concatenated String (Formula) Field
- Custom Field Type Glossary
- Delete a Custom Field in Marketo
- Edit Field Aliases for List Import
- Export All Object Metadata
- Export a List of All Marketo API Field Names
- Export Used By Data for a Field
- Hide and Unhide a Field
- HTML Encode Tokens in Emails
- Mark a Field as Sensitive
- Rename a Field
- Understanding System Managed Fields
- View Field Mappings Between Marketo and Salesforce
- Marketo Custom Activities
- Marketo Custom Objects
- Understanding Marketo Custom Objects
- Add Marketo Custom Object Fields
- Add Marketo Custom Object Link Fields
- Approve a Custom Object
- Create Marketo Custom Objects
- Edit and Delete a Marketo Custom Object
- Edit and Delete Marketo Custom Object Fields
- Import Custom Object Data
- Trigger Off Custom Object Changes
- Custom Object Metadata Export
- Marketo with Adobe Identity
- Settings
- Bulk Export API Information
- Campaign Inspector
- Change Attribution Settings for Analytics
- Change Your Marketo Password
- Change your Password Security Settings
- Creating a Custom Tab for the Person Detail Page
- Edit Account Settings
- Edit “Do Not Track” Browser Support Settings
- Edit Landing Page Settings
- Edit Link Expiration in Reports and Alerts
- Email Tracking Link Headers
- Edit Subscription Settings
- Enable or Disable Treasure Chest Features
- Enable Personalized URLs for Your Account
- Global Form Validation Rules
- Landing Page Headers
- Restrict Marketo Logins Based on IP
- Select Your Language, Locale and Time Zone
- Set a Fallback Page
- Set Default Location Settings for a Subscription
- Understanding Privacy Settings
- Using a Universal ID for Subscription Login
- Tags
- Users and Roles
- Workspaces and Person Partitions
- Understanding Workspaces and Person Partitions
- Allow User Access to a Workspace
- Assign Person Partitions to Workspaces
- Assigning Person Partitions with Assignment Rules
- Change the Name of a Workspace
- Create a New Workspace
- Create a Person Partition
- Delete a Workspace
- Edit a Workspace
- Edit an Existing Person Partition
- Share Segmentations Across Workspaces and Partitions
- Adobe Experience Cloud Integrations
- Core Marketo Concepts
- Smart Campaigns
- Understanding Smart Campaigns
- Creating a Smart Campaign
- Using Smart Campaigns
- Abort a Smart Campaign
- Activate a Trigger Smart Campaign | Schedule Tab
- Apply Communication Limits to Smart Campaign
- Automatic Trigger Campaign Cleanup
- Campaign Actions: Clone a Smart Campaign
- Campaign Actions: Delete a Smart Campaign
- Cancel a Scheduled Batch Campaign Run
- Cancel a Scheduled Recurring Batch Campaign Run
- Deactivate a Trigger Smart Campaign | Schedule Tab
- Edit Qualification Rules in a Smart Campaign
- Move a Smart Campaign
- Override Person Restrictions in a Smart Campaign
- Priority Override for Trigger Campaigns
- Rename a Smart Campaign
- Run a Batch Smart Campaign Now | Schedule Tab
- Schedule a Batch Smart Campaign to Run Later
- Schedule a Recurring Batch Campaign
- Setting Up a Trigger Smart Campaign for Sales Using “Campaign is Requested”
- Using Standard Smart List Rule Logic
- Flow Actions
- Add a Flow Step to a Smart Campaign
- Reorder the Flow Steps in a Smart Campaign
- Add to List
- Append Data to a Field
- Call Webhook
- Change Data Value
- Clear Field Values
- Change Person Partition
- Change Revenue Stage
- Change Score
- Convert Person
- Delete a Flow Step
- Delete Person
- Execute Campaign
- Flow Step Service
- Interesting Moment
- Remove from Flow
- Remove from List
- Reorder “Add Choice” in a Flow Step
- Request Campaign
- Send Alert
- Send Email
- Triggers and Filters for Mobile Smart Campaigns
- Use a Webhook in a Smart Campaign
- Use Add Choice in a Flow Step
- Use Tokens in Flow Steps
- Wait
- Program Flow Actions
- Microsoft Dynamics Flow Actions
- Salesforce Flow Actions
- Smart Campaign Data
- Smart Lists and Static Lists
- Understanding Smart Lists
- Creating a Smart List
- Using Smart Lists
- Add a Constraint to a Smart List Filter
- Add Multiple Values to a Smart List Filter
- Clone a List or Smart List
- Create and Change Views for Lists and Smart List
- Inferred Filters
- Opportunity Filters and Triggers
- Reference a List or Smart List Across Workspaces
- Refresh a List or Smart List
- Run a Single Flow Step from a Smart List
- Use Built-in/System Smart Lists
- Use Inactivity Filters in a Smart List
- Use the Data Value Changed Filter in a Smart List
- Using Advanced Smart List Rule Logic
- Managing People in Smart Lists
- Add Person to Blocklist
- Create a Person Manually
- Database Dashboard
- Delete People in a Smart List or List
- Export People to Excel from a List or Smart List
- Filter Activity Types in the Activity Log of a Person
- Find All People in a Revenue Stage
- Find and Merge Duplicate People
- Find Duplicate People with Custom Logic
- Locate the Activity Log for a Person
- Understanding Anonymous Activity and People
- Use Members of List in a Smart List
- Use Quick Find in a List or Smart List
- Using the Person Detail Page
- Static Lists
- Programs
- Creating Programs
- Working with Programs
- Best Practice: How to Organize your Programs
- Clone a Program
- Clone an Asset in a Program
- Delete a Program
- Edit Analytics Behavior Settings
- Import a Program
- Import Members from a Spreadsheet into a Program
- Local Asset Expiration
- Manage and View Members
- Program Member Custom Fields
- Program Member Custom Field Sync
- Sync an SFDC Campaign with a Program
- Understanding Period Costs
- Understanding Tags
- Use Tags in a Program
- Using Period Costs in a Program
- Program Library
- Program Import Library Overview
- EM-YYYY-MM-DD-Single Email Send
- NL-YYYY-MM-Newsletter
- WBN-YYYY-MM-DD-Webinar Program
- EV-YYYY-MM-DD-Event Program
- TS-YYYY-MM-DD-Tradeshow Program
- NUR-YYYY-MM-Simple Nurture
- NUR-YYYY-MM-Advanced Nurture
- CT-YYYY-MM-Content on Marketo Landing Page
- CT-YYYY-MM-Content Non-Marketo Landing Page
- WR-YYYY-MM-Web Request Program
- OA-YYYY-MM-Online Advertising Marketo Landing Page
- OP-Data Management
- OP-Lead Management
- OP-Scoring-Behavior
- OP-Scoring-Demographic
- OP-Acquisition-API
- OP-Deliverability Management
- Quick Start Email Template
- Quick Start Landing Page Template
- Program Performance Report
- Program Schedule View
- Create Custom Entry Types
- Creating a Batch Smart Campaign in the Program Schedule View
- Creating a New Email Program in the Schedule View
- Creating an Entry in the Program Schedule View
- Creating Custom Overlays in Program Schedule View
- Editing Entries in the Program Schedule View
- Hiding and Unhiding Custom Entry Types
- Moving Entries in the Program Schedule View
- Navigating the Program Schedule View
- Program Schedule View Entry Types
- Rerun a Smart Campaign in the Program Schedule View
- Reschedule a Batch Smart Campaign in the Program Schedule View
- Rescheduling an Entire Program from the Schedule View
- Understanding Tentative/Confirmed Dates
- Using a Global Overlay
- Tokens
- Marketing Calendar
- Understanding the Calendar
- Working with the Calendar
- Confirm Entries Directly In the Marketing Calendar
- Create Entries Directly in the Marketing Calendar
- Delete Entries Directly In the Marketing Calendar
- Deleting a Filter in the Marketing Calendar
- Edit Entries Directly In the Marketing Calendar
- Filtering the Marketing Calendar by Workspace
- Filtering the Marketing Calendar
- Saving a Filter Definition in the Marketing Calendar
- Sharing a Filter Definition in the Marketing Calendar
- Calendar HD
- Mobile Apps
- Miscellaneous
- Engagement Map
- Predictive Audiences
- Smart Campaigns
- CRM Sync
- Microsoft Dynamics Sync
- Understanding the Microsoft Dynamics Sync
- Marketo Plugin Releases for Microsoft Dynamics
- Plug-In Releases for Microsoft Dynamics MSI
- Fix Dynamics Validation Sync Issues
- Sync Setup
- Download the Marketo Lead Management Solution
- Grant Consent for Client Id and App Registration
- Update the Marketo Solution for Microsoft Dynamics
- Reconfigure Dynamics Authentication Method
- Validate Microsoft Dynamics Sync
- View the Organization Service URL
- Microsoft Dynamics 2016/Dynamics 365 On-Premise
- Microsoft Dynamics 365 with ROPC Connection
- Microsoft Dynamics 365 with S2S Connection
- Connecting to Legacy Versions
- Step 1 of 3: Install the Marketo Solution (2011 On-Premises)
- Step 2 of 3: Set up Marketo Sync User in Dynamics (2011 On-Premises)
- Step 3 of 3: Connect Microsoft Dynamics with Marketo (2011 On-Premises)
- Step 1 of 3: Install the Marketo Solution in Dynamics (2013 On-Premises)
- Step 2 of 3: Configure Sync User for Marketo (2013 On-Premises)
- Step 3 of 3: Connect Marketo and Dynamics (2013 On-Premises)
- Step 1 of 3: Install the Marketo Solution in Dynamics (2015 On-Premises)
- Step 2 of 3: Set up Sync User for Marketo (2015 On-Premises)
- Step 3 of 3: Connect Marketo and Dynamics (2015 On-Premises)
- Microsoft Dynamics Sync Details
- Default Dynamics Field Mapping
- Microsoft Dynamics Sync: Account Sync
- Microsoft Dynamics Sync: Contact Sync
- Enable Sync for a Custom Entity
- Microsoft Dynamics Sync: Field Sync
- Use Quick Sync with Microsoft Dynamics for a New Custom Field
- Editing Fields to Sync Before Deleting Them in Dynamics
- Microsoft Dynamics Sync: Lead Sync
- Create a Contact in Microsoft Dynamics
- Microsoft Dynamics Sync: Opportunity Sync
- Microsoft Dynamics Sync: User Sync
- Sync Status
- Campaign Sync Overview
- Enable Campaign Sync
- Custom Dynamics Sync Filter Details
- Register an App with Azure to Acquire Your Client ID/App ID
- Deleting a Lead or Contact
- Salesforce Sync
- Understanding the Salesforce Sync
- Setup
- Enterprise/Unlimited Edition
- Professional Edition
- Optional Steps
- Add/Remove Custom Object Field as Smart List/Trigger Constraints
- Customize Activities Sync
- Edit Initial Field Mappings
- Enable/Disable Campaign Sync
- Make Marketo Sync User a Marketing User
- Enable/Disable Custom Object Sync
- Enable Non-English Custom Object Sync
- Set Default Person Last Name and Company Name
- Turn Off Email Notifications to Lead Owner
- SFDC Sync Details
- Add an Existing Salesforce Field to the Marketo Sync
- Default Salesforce Field Mapping
- Hide a Salesforce Field From the Marketo Sync
- How to Match Program Statuses and Salesforce Campaign Statuses Prior to Sync
- SFDC Sync: Account Sync
- SFDC Sync: Activity Sync
- SFDC Sync: Campaign Sync
- SFDC Sync: Contact Sync
- SFDC Sync: Converting a Lead into a Contact in Salesforce
- SFDC Sync: Custom Object Sync
- SFDC Sync: Deleting a Lead/Contact
- SFDC Sync: Field Sync
- SFDC Sync: Lead/Account Owner Sync
- SFDC Sync: Lead Queue
- SFDC Sync: Lead Sync
- SFDC Sync: Merging a Lead/Contact/Person
- SFDC Sync: Opportunity Sync
- Add/Remove Picklist Values
- Enable/Disable the Salesforce Sync
- Implied Salesforce Actions
- Log in Using OAuth 2.0
- Salesforce Sync Backlog Metrics
- Salesforce Sync Errors
- Salesforce Sync Status
- Using Person Accounts
- Veeva CRM Sync
- Microsoft Dynamics Sync
- Demand Generation
- Ad Network Integrations
- Dynamic Chat
- Events
- Understanding Events
- Create an Event
- Create an Event with Adobe Connect
- Create an Event with GotoWebinar
- Create an Event with Level 3 Web Meeting
- Create an Event with Webex
- Create an Event with Zoom
- Create an Event with the Marketo ON24 Adapter
- Set up the ON24 Integration with Marketo
- Create an Event with the Marketo ON24 Adapter
- Configure Event Settings and Sync Marketo with Your Webinar
- Create an Event in Marketo
- Create Child Campaigns and Local Assets
- Create Your Webinar Event in ON24
- Example ON24 Event Integration
- ON24 Event Registration Updates
- Test Your ON24 Event Integration
- Understanding Marketo On24 Adapter Events
- Understanding Webinar Program Statuses
- Interactive Webinars
- Interactive Webinars Overview
- Get Started with Interactive Webinars
- Best Practices for Interactive Webinars
- User and License Management
- Create an Interactive Webinar
- Add a Webinar Team
- Designing Interactive Webinars
- Testing an Interactive Webinar
- Deliver an Interactive Webinar
- Templates
- Customization
- Room Management
- Promoting an Interactive Webinar
- Modify or Delete an Interactive Webinar
- On-Demand Webinars
- GenAI Features
- Event Workflows
- Engagement Dashboard
- Interactive Webinars in Marketo Sales Insight
- Facebook
- Add Leads to a Custom Audience in Facebook
- Create a Custom Audience in Facebook
- Publish Landing Pages to Facebook
- Set up Facebook Lead Ads
- Map Custom Fields to Marketo
- Set up Facebook Offline Conversions
- Test Facebook Lead Ads for Desktop Integration with Marketo
- Test Facebook Lead Ads for Mobile Integration with Marketo
- Understanding Facebook Offline Conversions
- Use Lead Ads Filters and Triggers in a Smart Campaign
- Forms
- Creating a Form
- Form Actions
- Add a Country Picklist to your Form
- Add Rich Text to a Form
- Change a Form’s Locale
- Change the Language of a Form
- Configure Form Progressive Profiling
- Define Values in a Radio or Selected Field in a Form
- Delete a Form
- Disable Social Form Fill
- Edit a Form
- Embed a Form on Your Website
- Show Custom HTML Form for Known People
- Use a Form in a Lightbox
- Form Design
- Form Fields
- Add a FieldSet to a Form
- Add Hint Text to a Form Field
- Add Tooltip Instructions to a Form Field
- Apply Input Masking to a Field in a Form
- Delete a Field in a Form
- Disable Pre-fill for a Form Field
- Dynamically Toggle Visibility of a Form Field
- Reorder Fields in a Form
- Set a Form Field as Hidden
- Set a Hidden Form Field Value
- Using CAPTCHA
- Images and Files
- Landing Pages
- Understanding Landing Pages
- Free-Form Landing Pages
- Add a Link to a Free-Form Landing Page Image
- Add a Link to an Image in a Free-Form Landing Page
- Add a Mobile View for Your Free-Form Landing Page
- Add a New Form to a Free-Form Landing Page
- Add a Social Button to a Free-form Landing Page
- Add an Image to a Free-Form Landing Page
- Adding a Rectangle to a Free-Form Landing Page
- Adding Custom HTML to a Free-Form Landing Page
- Create a Free-Form Landing Page
- Customize Mobile View for Your Free-Form Landing Page
- Use Dynamic Content in a Free-form Landing Page
- Use Guides for Free-form Landing Page Design
- Guided Landing Pages
- Landing Page Actions
- Approve Multiple Landing Pages at Once
- Change the Landing Page URL
- Cloning a Landing Page Test Group
- Customize Your Landing Page URLs with a CNAME
- Edit Landing Page Title and Metadata
- Filter a Landing Page Performance Report
- Preview a Landing Page with Dynamic Content
- Preview a Landing Page
- Redirect a Marketo Landing Page to Another Page
- Landing Page Templates
- Create a Free-form Landing Page Template
- Create a Guided Landing Page Template
- Edit a Marketo Landing Page Template
- Make an Existing Free-form Landing Page Template Mobile Compatible
- Understanding Elements and Variables in Guided Templates
- Guided Landing Page Template List
- Guided Landing Page Templates
- Template 1A
- Template 1B
- Template 1C
- Template 1D
- Template 1E
- Template 1F
- Template 2A
- Template 2B
- Template 2C
- Template 2D
- Template 3A
- Template 3B
- Template 3C
- Template 3D
- Template 4A
- Template 4B
- Template 4C
- Template 5A
- Template 5B
- Template 5C
- Template 5D
- Template 5E
- Template 6A
- Template 6B
- Template 6C
- Template 6D
- Template 6E
- Template 7A
- Template 7B
- Template 7C
- Template 7D
- Template 7E
- Template 7F
- Template 8A
- Template 8B
- Template 8C
- Template 8D
- Template 8E
- Template 8F
- Template 8G
- Template 9A
- Template 9B
- Template 9C
- Template 9D
- Template 9E
- Template 9F
- Template 10A
- Template 10B
- Template 10C
- Template 10D
- Template 10E
- Template 10F
- Template 11A
- Template 11B
- Template 11C
- Template 11D
- Template 11E
- Template 11F
- Template 12A
- Template 12B
- Template 12C
- Template 12D
- Template 12E
- Template 12F
- Template 13A
- Template 13B
- Template 13C
- Template 13D
- Template 13E
- Template 14A
- Template 14B
- Template 14C
- Template 14D
- Template 14E
- Template 15A
- Template 15B
- Template 15C
- Template 15D
- Template 15E
- Template 16A
- Template 16B
- Template 16C
- Template 16D
- Template 16E
- Template 17A
- Template 17B
- Template 17C
- Template 17D
- Template 17E
- Template 18A
- Template 18B
- Template 18C
- Template 18D
- Template 18E
- Template 19A
- Template 19B
- Template 19C
- Template 19D
- Template 19E
- Template 20A
- Template 20B
- Template 20C
- Template 20D
- Template 20E
- Personalizing Landing Pages
- Add a Snippet to a Landing Page
- Add Additional Landing Page CNAMEs
- Add SSL to Your Landing Pages
- Add Text and Tokens to a Landing Page
- Enable Personalized URLs for a Landing Page
- Enable Personalized URLs for Your Account
- Export a List with Personalized URLs
- Include a Calendar Event ICS File in a Landing Page
- Redirect a URL Path
- Tokens Overview
- Use Dynamic Content in a Landing Page
- Using the URL Builder
- Social
- Email Marketing
- Deliverability
- Durable Unsubscribe
- Email Deliverability Power Pack: How to Import a Seed List
- Hard and Soft Bounces in Email
- Set up a Custom DKIM Signature
- Set up SPF and DKIM for your Email Deliverability
- Shared and Dedicated IP Addresses
- Understanding Unsubscribe
- Use Your Dedicated IP Addresses to Send Emails
- Inbox Tracker
- Drip Nurturing
- Email Designer
- Email Programs
- Creating an Email Program
- Email Program Actions
- Abort Email Program
- Approve/Unapprove an Email Program
- Choose an Existing Email
- Create an Email for an Email Program
- Email Test - A/B Test
- Enable/Disable Communication Limits in an Email Program
- Head Start for Email Programs
- Move an Email
- Schedule Your Email Program
- Scheduling with Recipient Time Zone
- Email Program Data
- Managing People in Email Programs
- General
- Understanding the Email Editor
- Creating an Email
- Email Editor 2
- Functions in the Editor
- Forward to a Friend Link in Emails
- Include a Calendar Event (.ics) in an Email
- Make an Email Operational
- Preview an Email with Dynamic Content
- Send Emails from the Lead Owner
- Using Dynamic Content in an Email
- Add a Snippet to an Email
- Add a View as Web Page Link to an Email
- Add Editable Sections to Email Templates v1.0
- Add Tracked Links to a Text Email
- Create a Calendar Event (.ics) File
- Disable Tracking for an Email Link
- Download an Email’s HTML
- Edit an Email’s HTML
- Email Tests - Champion-Challenger
- Add an Email Champion/Challenger
- Champion/Challenger: Approve Your Email Test
- Champion/Challenger: Analytics
- Champion/Challenger: Declare a Champion
- Champion/Challenger: Define Champion Criteria
- Champion/Challenger: Discard an Email Test
- Champion/Challenger: From Address
- Champion/Challenger: Subject Line
- Champion/Challenger: Whole Emails
- Using Tokens
- Email CC
- Deliverability
- Marketo Engage Modern UX
- Marketo Sales Connect
- Getting Started
- Admin
- Analytics
- Campaigns
- CRM
- Salesforce Customization
- Activity Type Field on Tasks (SFDC)
- Add Sales Connect Buttons to Salesforce
- Create a Salesforce Priority Call Report with Sales Connect Data
- Creating Workflow Rules in Salesforce
- Customization Versions
- Edit Salesforce Field Accesibility
- How to Connect Sales Connect to Your Salesforce Sandbox
- How to Install Customizations in Your Salesforce Sandbox
- How to Install Sales Connect Buttons in Salesforce
- Import a Salesforce ID into Sales Connect
- Install Sales Connect Event Fields on Activity History
- Install Salesforce Customization for Professional Edition Customers
- Push to Sales Connect
- Reporting Dashboards in Salesforce
- Sales Connect Customizations for CRM
- Using Bulk Actions in Salesforce Classic
- Using Bulk Actions in Salesforce Lightning
- Uninstall Marketo Sales Connect from Salesforce Classic
- Uninstall Marketo Sales Connect from Salesforce Lightning
- Salesforce Integration
- Configure Salesforce Activity Detail Customization
- Connect Your Sales Connect Account to Salesforce
- Disconnect Salesforce From Your Sales Connect Account
- How to Fix “We Were Unable to Authenticate Your Request” When Connecting to Salesforce
- Reply Logging
- Salesforce Diagnostics
- Salesforce Sync Settings
- Tracking Activity Not Showing
- Salesforce Customization
- Email Plugins
- Gmail
- Add Email to Salesforce
- Attaching a Piece of Content
- Calendar Functionality
- Email Connection for Gmail Users
- Gmail Not Pulling In Sales Connect Signature
- How to Add a Template
- Install the Sales Connect Email Plugin for Gmail
- How to Send an Email From Gmail
- How to Uninstall Sales Connect from Gmail
- Preventing Secondary Gmail Address from Integrating with Sales Connect
- Sales Connect Plugin Not Showing up in Gmail
- Schedule an Email for a Later Date
- The Sales Connect Tool Bar
- Unexpected Error in Gmail
- MSC for Outlook
- Gmail
- FAQ
- Can I Recover a Contact or Group I Deleted?
- Content and File Attachment FAQ
- Does Sales Connect Have an iPhone or Android App?
- How Can I Allowlist Sales Connect on My Server?
- I Got Locked out of My Account. What Do I Do?
- Is Sales Connect Compatible with Salesforce Lightning?
- What Are the Sales Connect Terms of Service?
- What is the Sales Connect and Highspot Integration?
- Which Browsers and Email Clients Are Supported with Sales Connect?
- Why Aren’t Any of My Contacts Getting Pushed to Sales Connect?
- Why Can’t I Delete a Contact?
- Why Didn’t All of My Contacts Get Pushed to Sales Connect?
- Integrations
- Marketo
- People
- Phone
- Calls Aren’t Logging to Salesforce
- Call Outcomes
- Call Reasons
- Didn’t Log to Activity History
- Didn’t Log to Salesforce
- Enable Call Recording
- Log Call Reasons and Call Outcomes to Salesforce
- Sales Phone International Calling
- Sales Phone Local Presence
- Sales Phone Overview
- Share Call Recordings with Your Team
- Two-Party Consent Settings
- Tasks
- Templates
- Add Auto-Unsubscribes to a Template
- Add Hyperlinked Text
- Archive Templates
- Create a New Category
- Create a New Template
- Customize Template View
- Delete a Template Category
- Delete a Template
- Edit a Template Category
- Favorite a Template
- Merge and De-Duplicate Categories
- Recommended Templates
- Shared Templates
- Template Engagement
- Using HTML
- View Template List as Another User
- Dynamic Fields
- Marketo Sales Insight
- Actions
- Sales Insight Actions Feature Overview
- Getting Started
- Admin
- Analytics
- Campaigns
- CRM
- Email Integrations
- FAQ
- Can I Recover a Contact or Group I Deleted?
- Can I Track Multiple Recipients with CC/BCC?
- Content and File Attachment FAQ
- Do Views, Clicks, and Replies from the Recipients Listed in the CC and BCC Section of the Email Get Tracked?
- Does Sales Insight Actions Have an iPhone or Android App?
- How Can I Allowlist Sales Insight Actions on My Server?
- How Do I Fix “We Were Unable to Authenticate Your Request” When Connecting to Salesforce?
- How Do I Prevent Self Views?
- How Does Location Tracking Work?
- I Got Locked out of My Account. What Do I Do?
- Which Browsers Does Sales Insight Actions Support?
- What Are the Sales Insight Actions Terms of Service?
- Why Aren’t Any of My Contacts Getting Pushed to Sales Insight Actions?
- Why Aren’t My Dynamic Fields Filling Out?
- Why Aren’t My Sales Activities and Activity Fields Syncing to Salesforce?
- Why Can’t I Delete a Contact?
- Why Didn’t All of My Contacts Get Pushed to Sales Insight Actions?
- Why Do My Emails Get Marked as Spam?
- Why Has My Campaign Ended?
- Why Is Tracking Activity Not Showing in Salesforce Activity?
- Integrations
- Marketo
- People
- Phone
- Send a Sales Email
- Tasks
- Templates
- Using MSI
- MSI Chrome Plugin
- MSI for Microsoft Dynamics
- Features
- Installing
- Download the Marketo Sales Insight Solution for Microsoft Dynamics
- Install and Configure Marketo Sales Insight in Microsoft Dynamics 2011
- Install and Configure Marketo Sales Insight in Microsoft Dynamics 2013
- Install and Configure Marketo Sales Insight in Microsoft Dynamics 2015
- Install and Configure Marketo Sales Insight in Microsoft Dynamics 365
- Install and Configure Marketo Sales Insight in Microsoft Dynamics Online
- Setting up and Using
- Uninstalling
- Updating
- MSI for Salesforce
- Installation
- Configuration
- Configure Marketo Sales Insight in Salesforce Enterprise/Unlimited
- Configure Marketo Sales Insight in Salesforce Professional Edition
- Configuration for Existing Customers
- Marketo Sales Insight Configuration Tab in Salesforce
- Add Marketo Tab to Salesforce
- Sales Insight Page for Marketo Admins
- Add Sales Insight Permission Set
- Remove Sales Insight Access
- Add Sales Insight Access to Profiles
- Add Bulk Action Buttons to Salesforce Classic
- Bulk Actions in Salesforce Lightning
- Features
- MSI for Mobile
- Upgrading
- MSI Outlook Plugin
- Authorize the Marketo Outlook Plugin
- Install the Marketo Add-in for Outlook with an Enterprise Key
- Install the Marketo Email Add-in for Outlook with a Registration Code
- Issue a Marketo Email Add-in License
- Marketo Outlook Plugin Installation by IT
- Marketo Outlook Plugin Uninstall by IT
- Send and Track an Email with the Email Add-In for Outlook
- Send and Track from Outlook Using a Marketo Template
- Specify Marketo Sales Insight Plugin Admins
- Upgrade your Marketo Email Add-In for Outlook
- Sales Insight for Non-Native MS Dynamics Integrations
- Sales Insight for Non-Native Salesforce Integrations
- Actions
- Mobile Marketing
- Admin
- In-App Messages
- Push Notifications
- Adding a New Test Device
- Configure Mobile Push Notification
- Create a Push Notification
- Delete Mobile Push Notification
- Edit Mobile Push Notification
- Preview a Push Notification
- Send a Mobile Push Notification
- Send a Push Notification Sample
- Understanding Push Notifications
- View the Push Notification Dashboard
- Vibes SMS Messages
- Personalization
- Predictive Content
- Reporting
- Reporting Overview
- Basic Reporting
- Creating Reports
- Editing Reports
- Report Activity
- Build a People Performance Report with Mobile Platform Columns
- Change the Expiration Time for URLS in Report Emails
- Clone a Report to Group Reports
- Clone a Report
- Delete a Report
- Display People or Anonymous Visitors in Web Reports
- Drill Down in a People Performance Report
- Export a Report to Excel
- Filter a Campaign Activity Report
- Filter Assets in a Campaign Email Reports
- Filter Assets in an Email Report
- Filter Deleted/Merged records in an Email Performance Report
- Group Person Reports by Attribute
- Report Email, Campaign Performance Across Workspaces
- Share a Model Across Workspaces
- Tracking Anonymous Activity and People
- Report Subscriptions
- Report Types
- Email Insights
- Performance Insights
- Revenue Cycle Analytics
- Email Analysis
- Opportunity Influence Analyzer
- Program Analytics
- Advanced Program Reporting Overview
- Build a Program Membership Analysis Report that Lists Leads
- Clone a Program Analyzer
- Compare Channel Effectiveness with the Program Analyzer
- Compare Program Effectiveness with the Program Analyzer
- Create a Program Analyzer
- Explore Program & Channel Details with the Program Analyzer
- Make a Program Without a Period Cost Available in Revenue Explorer and Analyzers
- Override Analytics Behavior at the Program Level
- Understanding the Program Cost Analysis Area
- Understanding the Program Membership Analysis Area
- Understanding the Program Opportunity Analysis Area
- Understanding the Program Revenue Stage Analysis Area
- Revenue Cycle Models
- Approve/Unapprove a Revenue Model
- Editing Your Approved Model
- Approving Stages and Assigning Leads to a Revenue Model
- Changing the Name of a Stage
- Cloning a Marketo Example Revenue Model
- Create a New Revenue Model
- Create a Success Path Analyzer
- Enable Custom Field Groups for Model Performance Analysis (Leads)
- Find all Leads in a Revenue Cycle Model
- Merging Two Stages in the Revenue Modeler
- Report on Your Revenue Model
- Set Google AdWords Conversions in the Revenue Model with a Manager Account
- Set Google AdWords Conversions in the Revenue Model
- Start Tracking by Account in the Revenue Modeler
- Understanding Revenue Model Phases
- Understanding Revenue Model Success Path
- Understanding Revenue Models
- Using Revenue Model Gate Stages
- Using Revenue Model Inventory Stages
- Using Revenue Model SLA Stages
- Using Revenue Model Transitions
- Using the Success Path Analyzer
- Revenue Explorer
- Adding Custom Measures to a Revenue Explorer Report
- Adding Fields to a Revenue Explorer Report
- Create a Revenue Explorer Report
- Customize and Display Heat Grids
- Deleting a Field in a Revenue Explorer Report
- Exporting a Revenue Explorer Report
- Graphing Results From Revenue Explorer
- Revenue Explorer Report Types
- Saving a Revenue Explorer Report
- Subscribe to a Revenue Explorer Report
- Sync Custom Fields to the Revenue Explorer
- Understanding Opportunity Analysis in Revenue Explorer
- Using Dashboards in Revenue Explorer
- Revenue Tools
- Advanced BI Analytics
- Target Account Management
- Web Personalization
- Account-Based Web Marketing
- Getting Started
- RTP Tag Implementation
- Deploy the RTP JavaScript
- Enabling or Disabling the RTP JavaScript Tag
- Implementing RTP on Marketo Landing Pages
- Implementing RTP on Wordpress Enterprise
- Implementing RTP on Wordpress
- Implementing RTP using Adobe Tag Manager
- Implementing RTP using Google Tag Manager
- Implementing RTP using Tealium Tag Manager
- Reporting for Web Personalization
- Understanding Web Personalization
- Using Templates
- Using Web Segments
- Website Retargeting
- Working with Web Campaigns
- AB Test Your Web Campaign
- Adding a Target URL to a Web Campaign
- Archive a Web Campaign
- Clone a Web Campaign
- Create a New Dialog Web Campaign
- Create a New In Zone Web Campaign
- Create a New Widget Web Campaign
- Define a Smart List for Web Personalization Activities
- Delete a Web Campaign
- Edit an Existing Web Campaign
- Embed a Form into a Web Campaign
- Export Web Campaign Data
- Filter Web Campaigns
- Label Your Web Campaigns
- Launch/Pause a Web Campaign
- Preview and Test a Web Campaign
- Prioritizing Web Campaigns
- Schedule a Web Campaign
- Set How Your Web Campaign Displays
- Sort Web Campaigns by Latest or Top Performing
- Using the Web Personalization Rich Text Editor
- View Web Campaigns from a Specific Label
- Additional Apps
- Release Notes