SOLVED

How to block lead creation while uploading the lead without email address?

Go to solution
Sant_Singh_Rath
Level 7

How to block lead creation while uploading the lead without email address?

Today I have uploaded the leads with wrong mapping for email address but I noticed all the leads were uploaded having email address blank. Is there any way we can block this type of lead creation?

Best regards,
Sant Singh Rathaur
1 ACCEPTED SOLUTION

Accepted Solutions
Grégoire_Miche2
Level 10

Re: How to block lead creation while uploading the lead without email address?

We usually have a smart campaign that detects any lead creation with email address empty end immediately delete them from Marketo.

-Greg

View solution in original post

7 REPLIES 7
Jackie_Potts
Level 7 - Champion Alumni

Re: How to block lead creation while uploading the lead without email address?

I don't think there is any way to block this. When importing, check the email address field example to make sure it is showing an email address.

Sant_Singh_Rath
Level 7

Re: How to block lead creation while uploading the lead without email address?

Thanks Jackie!

Best regards,
Sant Singh Rathaur
Grégoire_Miche2
Level 10

Re: How to block lead creation while uploading the lead without email address?

We usually have a smart campaign that detects any lead creation with email address empty end immediately delete them from Marketo.

-Greg

Sant_Singh_Rath
Level 7

Re: How to block lead creation while uploading the lead without email address?

Thanks Greg! I think this would be the best way to remove them.

Best regards,
Sant Singh Rathaur
Grégoire_Miche2
Level 10

Re: How to block lead creation while uploading the lead without email address?

If you use a trigger, remember to add a wait at the beginning of the flow and test the existence of the email address as a choice in the flow, to avoid any issue with database latency on the creation that would drive to delete leads that do have an email address.

I personally prefer to use a batch.

-Greg

Sant_Singh_Rath
Level 7

Re: How to block lead creation while uploading the lead without email address?

Hi Greg,

One more question here! If we will create this trigger then all the anonymous leads will also be deleted from Marketo database. I am not sure if deleting anonymous lead is good option.

Please suggest.

Thanks!

Best regards,
Sant Singh Rathaur
SanfordWhiteman
Level 10 - Community Moderator

Re: How to block lead creation while uploading the lead without email address?

The create event won't fire while they're still anonymous.

Still, to me, building this campaign to account for user error is overkill. The consequences of uploading a CSV with a bad mapping, then simply deleting and reuploading if you realize you messed up, are quite minimal.

On the other hand, the negative consequences of a global campaign that deletes leads with no email address can be much worse. What if somebody deliberately attempts to upload a list which only has phone numbers (think SMS campaign)? Then you're summarily deleting all their leads without explanation.