How can you mass update acquisition program?

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How can you mass update acquisition program?

Question:

How can you mass update acquisition program, acquisition program name, and acquisition date?  Is there a way to somehow identify what program they were first added to when acquisition program is blank?

Background:

We have not set the acquisition program in the past.  Now we have roughly 60,000 leads with no acquisition program which we hope to now update somehow.

4 REPLIES 4
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Level 6 - Champion Alumni

Re: How can you mass update acquisition program?

You can't do it in bulk, you'll have to run batch campaign per program.

I would look at the registration source info and original source info, bucket people based on that info and run "change data value" batch campaigns.

With acquisition date it's much easier, run a batch acquisition date = {{lead.created at}} ( I usually use {{lead.SFDC Created Date}} because we sync everything to sfdc)

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Level 10 - Champion Alumni

Re: How can you mass update acquisition program?

So here's the thing about this.

  • If Marketo did not auto acquire the lead in a Program (and it may not), you can adjust these values using a CDV flow step. Something like
    • If Member of Program IS X, then Acquisition Program Name=X (you can try to use tokens, but I can't think of the right way this moment)
    • and then Acquisition Date=X
  • BUT
    • you can't really set a date in the past unless you really know which date they should have. I would tend to choose the first of a month or Creation Date. But if you don't, it will choose Today and throw off your RCE reports. Or you would use {{system.dateTime}} which means today in effect.
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Re: How can you mass update acquisition program?

Thanks guys for your input.  This is going to be a long and tedious process........

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Level 7 - Champion

Re: How can you mass update acquisition program?

You can actually mass update using API.  It takes a bit of developer work.  You can extract the activity logs and write something pull out the correct acquisition date and push it back in.  Definitely would take this approach if you have a lot of records to update.