Smart lists allow you to find specific groups of people using simple filters. They are used all over Marketo, such as in smart campaigns
, business models
, engagement programs
, dynamic content
, and more.
Depending on your needs, smart lists can be created in two places within Marketo:
- In the Database, where they're available for shared/global use (e.g., "All Unsubscribed People").
- In programs as local assets, where they find a group of people who are relevant to that specific program (e.g., "Attended Tradeshow").
The main steps to creating a smart list are:
- Create a Smart List
- Find and Add Filters to a Smart List
- Define Smart List Filters
Here's an example of what a smart list looks like.
Here you can edit the smart list name and see information about the smart list.
This is where you see your results; i.e., all the people who qualify for the filters you added and defined under the Smart List tab.
Smart List Tab
You add and define the filters to see a specific group of people in the People tab.
OK, let's get started!