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How to update mass amounts of email addresses when a company changes email addresses, without creating duplicate/separate leads?

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Anonymous
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How to update mass amounts of email addresses when a company changes email addresses, without creating duplicate/separate leads?

Hi,

We have come across this several times, and I would imagine others would be dealing with this as well... In the cases of mergers and acquisitions, occasionally companies change their email addresses (specifically after the @symbol). i.e. first.last@company1.com changes now to first.last@company2.com.

We don't know how to go about making a mass change (2000+ contacts) for a company that recently experienced this.

We know we cant export and adjust easily in Excel and reimport, since email address is the unique identifier in Marketo - that would then create entirely new contacts in Marketo.

What is the best way to update mass amounts of email addresses within Marketo without creating duplicate/separate leads?

Can you run a smart list? Can you import with specific data added to a file to ensure a duplicate isn't created?

What are our options?

Thanks,

Chelsie

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Re: How to update mass amounts of email addresses when a company changes email addresses, without creating duplicate/separate leads?

Hi Chelsie,

Create a "new email address" field. populate this field whith your import, not the email address field. Then run a smart campaign:

Smart list:

  • filter: New email address is not empty

Flow

  • Change data value: attribute: email address, new value: {{lead.new email address}}
  • Change data value: attribute new email address, new value: NULL

-Greg

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Re: How to update mass amounts of email addresses when a company changes email addresses, without creating duplicate/separate leads?

Hi Chelsie,

Create a "new email address" field. populate this field whith your import, not the email address field. Then run a smart campaign:

Smart list:

  • filter: New email address is not empty

Flow

  • Change data value: attribute: email address, new value: {{lead.new email address}}
  • Change data value: attribute new email address, new value: NULL

-Greg

View solution in original post

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Anonymous
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Re: How to update mass amounts of email addresses when a company changes email addresses, without creating duplicate/separate leads?

Is there a video to show step by step, im confused on how to do that

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Level 10 - Community Moderator

Re: How to update mass amounts of email addresses when a company changes email addresses, without creating duplicate/separate leads?

A video? That seems a bit extreme.

Greg means an export of relevant leads, followed by a list import with a new column, followed by a batch Smart Campaign w/Change Data Value flow step. These all should be clear from the docs.

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Anonymous
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Re: How to update mass amounts of email addresses when a company changes email addresses, without creating duplicate/separate leads?

Perfect , thank you !

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Level 5

Re: How to update mass amounts of email addresses when a company changes email addresses, without creating duplicate/separate leads?

Thanks Gregoire. Just used it and it worked like charm.

Axel