Targeting Marketo Smart Lists in RollWorks as Static Lists

RollWorks can import Static Lists from Marketo and sync them every 24 hours. If you have Smart Lists in Marketo that you wish to import in RollWorks, you'll need to run a batch Smart Campaign to make a regular Static List update from a Smart List on a regular cadence by following the instructions mentioned below. 

  1. Create a Smart List with the criteria that you want to target.

  2. Create a Static List with a similar name as the Smart List. This Static List becomes the recipient of new additions to the Smart List. You may run a single flow action to take everyone that was on the Smart List and add them over to the Static List. 

  3. Create a Smart Campaign that links the Smart List with the list.  In the Smart List of the Smart Campaign, we'll be using the Advanced Logic option to say: IF you are a member of the Static List BUT NOT in the Smart List, OR, You are a member of the Static List BUT NOT on the Smart List.  This is a bit tricky but the logic is looking for:

    #1 people that should be on the Static List but are not there

    #2 people that are on the Static List and should now be removed

    static3.png

  4. Then in the flow, we are going to ADD the people that should be there, and REMOVE the people that should no longer be on the list.

  5. The first flow step says to add people to the Static List if they are a member of the Smart List.

  6. You may add a 3 minute duration wait just as a buffer.

  7. Then, the second flow step says if you are not on the Smart List, remove them from the Static List.

    static4.png

  8. Finally, you can set up the cadence to run every single night to keep the Static List up to date (ideally 11PM Pacific Time before RollWorks does its midnight sync). You may check the daily status in the Run History.

 

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