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Harish Gupta

Data Hygiene Model

Posted by Harish Gupta Jul 7, 2017

Data Hygiene Model

 

Data Hygiene is the process of identifying the inaccurate lead record from database and then replace, modify or delete the dirty data.

In Marketing automation, the program success is always depending upon the healthy database you have in your system. Suppose you received one list with 2,000 records from one of your vendor. The list contains 1,000 records with incomplete information e.g. Missing email id, lead source, name, country. You uploaded the list into Marketo and you are sending an email to the all the records in the list. Now, as per your understanding, you are targeting a list with 2000 leads but Marketo found only 1000 correct list. It affects your program success rate and overall successful implementation of Marketing automation.

Here are the few Scenarios:

  • You have uploaded one list without country field. You CRM is setup in a way that each lead gets assigned to particular lead owner as per lead country. All leads belonging to USA will go to Lead Owner A and all leads belonging to Australia will go to Lead Owner B. You run a program and send all the leads to CRM. All leads go in generic queue which has been setup by CRM owner. Now the set of rules in CRM is not able to identify that which leads should go to person A and person B because all leads are missing Country field.
  • You are sending an email to list of people who belong to country USA. You have 2000 leads in your database with country as USA. There is no data hygiene model in your system. You hit the send button and you receive 800 bounced back (Hard + Soft bounced). You again send an another email to the same list of people and again you receive the 800 bounced back. Now the chances are high that your IP address should be marked as SPAM by email clients.

 

Data hygiene model will help you to keep your database as marketable, so your program success rate will always remain high and decrease the chances of SPAM and Hard bounced.

Steps to create a Data hygiene model in Marketo:

  1. 1) Identify the records with NO Email address or invalid email address:

Create a smart campaign in Marketo which will keep an eye on new leads with invalid email addresses or existing leads with invalid email addresses and delete that record from Marketo.

 

Create a smart campaign in Marketo which keep an eye on new contact in Marketo with source as CRM. Send the alert notification on your email id and delete the record from Marketo only. Don’t delete the record from CRM.

 

Fig. 1

Fig. 2

 

Lead with no email address:

Fig. 3

 

  1. 2)      Lead with Junk Email address:

Create a smart campaign in Marketo and check if the email address contains ? # $ % &, delete the lead from Marketo only.

Fig. 4

 

 

  1. 3)      Identify the email address with Hard bounce and category 1 or 2:

 

Create a smart campaign to find out the hard bounced emails with category 1 or 2 and delete the lead from Marketo only.

 

Fig. 5

 

Details contains:

invalid recipient

recipient invalid

recipient not

recipient unknown

unknown recipient

recipient rejected

Recipient address rejected

User address

user invalid

user not

invalid user

user unknown

unknown user

invalid address

Unknown address

Unable to verify destination address

Mailbox unavailable

no such

no longer

Non-existent

Bad email

email bad

You can adjust minimum number of times and date of activity field as per your company.

  1. 4)      Change the Marketing suspended on Lead behavior:

 

Create a smart campaign and check if lead has taken any action on any asset then set the Marketing suspended as false.

Fig. 6

Fig. 7

    1. 5) Inactive leads:

 

Create a smart list and smart campaign to find out the leads which haven’t done any action before your time frame of activity history e.g. Not visited web page, Not program status was changed, Not clicked any link in email, Not opened any email, Not filled out form, Not activity was logged.

 

 

Fig. 8

 

 

Fig. 9

Always download the database before taking any delete action so you will have the backup of all data and if required you can easily import the leads back into the database. Add all the mandatory column in the downloaded sheet which are required for scoring e.g. Company, Country, State, Lead source, Company Revenue, Number of employee, email, First Name, Last Name etc.

  1. 6)      Create Segmentation:

 

Segmentation works faster than smart list. Always create a segmentation as per industry, country or global filters. You can create a segmentation as per your requirement.

 

 

Fig. 10

There are two approaches by which we can sync the SFDC campaign with our Marketo program.

1)      At Program level:

Click on Setup tab of program and then drag and drop the SFDC campaign sync and then create a campaign if it’s not created yet or search for the existing campaign.

This approach will sync all the leads into SFDC campaign irrespective of their status. As soon as the program will have new members, all those new members will get synced with Salesforce campaign with their status.

To use this approach, you have to make sure that your program status and SFDC campaign status are same.

To get the correct success rate, you have to change the status by smart campaign.

             Eg. Change program status to Engaged or Converted (Depend upon your progression in channel.)

CONS: Once you will set the SFDC campaign id at program level, then you cannot use the same campaign id for another program at program level. Now in this Scenario the Naming convention is really helpful. If you are not using any Naming convention, then you will not able to find the program which is associated with SFDC campaign id. Then you need to reach support team and ask them to provide you the program name. There is already an idea created by Grégoire Michel in the community Being able to identify in SFDC when a campaign is mapped with a program.

2)      SFDC campaign in Smart Campaign Flow Step:

This approach will sync the leads with SFDC only when the lead will fulfill the criteria set in Smart list tab.

E.g. We only want to sync leads who will fill the form or we want leads who are ready for sales team.

In this approach if both Campaign and program channel has different status, then also we can sync the leads and change their status as per the SFDC campaign status by using the flow step “Change status in SFDC campaign”.

Eg. Status in Marketo Program-> Clicked, Converted

    Status in SFDC campaign -> Sent Responded