MCA Smart Lists and Segmentation 1 — Questions and Answers
Question 1: What is a Smart List in Marketo?
- A static list populated only through manual imports
- A dynamic list that automatically updates based on defined filters and criteria (Correct answer)
- A list that can only be populated through API calls
- A list that syncs exclusively from CRM contacts
Correct answer: A dynamic list that automatically updates based on defined filters and criteria
A Smart List dynamically filters leads based on defined criteria and automatically updates membership as leads meet or no longer meet those criteria.
Question 2: Which logical operators are available for combining multiple filters in a Marketo Smart List?
- AND, OR, NOT
- ALL, ANY, NONE (Correct answer)
- INCLUDE, EXCLUDE, MATCH
- MUST, SHOULD, CANNOT
Correct answer: ALL, ANY, NONE
Marketo Smart Lists use 'ALL' (every filter must match), 'ANY' (at least one filter must match), and 'NONE' (no filter should match) as filter logic operators.
Question 3: What is the key difference between a trigger and a filter in a Marketo Smart List?
- Triggers activate campaigns in real-time when an event occurs, while filters evaluate historical data in batch runs (Correct answer)
- Filters process faster than triggers in all campaign types
- Triggers can only be used in batch campaigns, not trigger campaigns
- Filters require CRM sync while triggers do not
Correct answer: Triggers activate campaigns in real-time when an event occurs, while filters evaluate historical data in batch runs
Triggers activate a campaign immediately when a specific event occurs, while filters qualify leads based on historical data at the time a batch campaign runs.
Question 4: Where in Marketo do you create a 'Local' Smart List that belongs to a specific program?
- Design Studio > Smart Lists
- Database > Smart Lists
- Marketing Activities > within the specific program (Correct answer)
- Admin > Smart Lists
Correct answer: Marketing Activities > within the specific program
Local Smart Lists are created inside a specific program in Marketing Activities, making them available only to assets within that program.
Question 5: Which of the following is NOT a standard Smart List filter category available in Marketo?
- Person attributes such as Job Title and Country
- Behavioral filters such as Visited Web Page and Clicked Link
- Real-time company financial data such as stock price and quarterly revenue (Correct answer)
- Program membership such as Member of Program
Correct answer: Real-time company financial data such as stock price and quarterly revenue
Marketo does not provide built-in filters for real-time external financial data; filters are based on person attributes, recorded behaviors, and program or list membership.
Question 6: What happens to a lead's Smart List membership when they no longer meet the defined filter criteria?
- They remain in the Smart List permanently until manually removed
- They are moved to a separate 'exited members' list
- They are automatically removed from the Smart List (Correct answer)
- They are flagged for manual review by an admin
Correct answer: They are automatically removed from the Smart List
Smart Lists are dynamic; leads are automatically removed when they no longer satisfy the filter criteria, keeping membership always current.
Question 7: What is a 'Global' Smart List in Marketo?
- A Smart List shared across all Marketo instances of a company worldwide
- A Smart List created in the Database section that can be referenced across multiple programs and campaigns (Correct answer)
- A Smart List that includes leads synchronized from all connected CRM instances
- A Smart List accessible only by Marketo administrators
Correct answer: A Smart List created in the Database section that can be referenced across multiple programs and campaigns
Global Smart Lists are created in the Marketo Database section and can be referenced across multiple programs and campaigns, unlike local Smart Lists which are scoped to a single program.
MCA Smart Lists and Segmentation 1
What is a Smart List in Marketo?