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Using Lead Status to segment in RTP

Question asked by bd4be54ea6a3d2e298be59f76e9d2b7089886409 on Oct 17, 2016
Latest reply on Oct 21, 2016 by bd4be54ea6a3d2e298be59f76e9d2b7089886409

Hi all,

 

I am trying to set up an RTP segment using the "Lead Status" field.

 

In Marketo, I have created a revenue model with transition rules set in an operations folder.

(Thanks to Josh Hill for his words of wisdom on that)

Sessions – The Marketing Nation Summit, April 13-15, 2015 – Marketo

 

The revenue model includes two stages that are aligned to different streams in an engagement program.

 

1) "Far" Newsletter -> Stage entered when added to the "Far" newsletter.

2) "Near" Newsletter -> Stage entered when added to the "Near" newsletter,

or stream is changed from "Far" to "Near" after reaching a certain point total.

※ "Far" and "Near" refer to how soon a customer intends to get married, as this site focuses on bridal jewelery.

 

I would then like to use these stages to segment users in RTP and send different campaigns.

 

In RTP, I have used the rule "lead status is xxxxxx" to target those in each newsletter.

 

When testing this method, I have been unable to see the number of segment matches rise in RTP.

 

The lead status has been changed correctly in Marketo, and the smart campaign managing the lead status data change

also shows that the members have been processed correctly in "Results".

 

Is it correct practice to be trying to segment in this way? Or is there something I appear to be missing?

 

Any advice would be appreciated.

 

Thank you,

Luis

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