Importing Lists as Untrusted

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Importing Lists as Untrusted

Hello,

Our leads in Marketo are pulled through Salesforce.

When we send an email campaign, we often upload a specific list of people so that we have the correct targeting. When I upload a list, I select untrusted source and do a default (fast import).

Currently, we have the first name and last name set as blocked fields in field management. The idea is that we want to send an email to this list of people, but they already exist in our database and we still want to record the activity on their records.

Lately, I have noticed we have a lot of duplicate records. And the duplicate record is being created through a list imports that I am doing.

How do I upload lists and still record the activity in the contact records, without creating duplicate contacts?

4 REPLIES 4
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Re: Importing Lists as Untrusted

I've always loaded them as trusted lists, because I knew the source.  The field setting for the SFDC will determine which fields Marketo is allowed to change.  If the email address is already in your database, it doesn't create a duplicate lead.  However it will include all of the emails from your list in the program or list that you are importing into. If you blocked updates to your email address field, then that is likely forcing the duplicates.  Block Field Updates During List Import from Untrusted Sources - Marketo Docs - Product Documentation

For me, I consider Marketo to be the "source of truth" for the email address, because the lead is entering it themselves (typically), whereas the email address in SFDC is often entered by the Reps.  (My experience is that Reps do not have very good keyboarding skills.)

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Level 7 - Champion

Re: Importing Lists as Untrusted

I agree with Blane McMichen​. Another thing I've seen is formatting issues - if you have hidden characters in your CRM and when you export you remove formatting so those hidden characters are removed (or vice versa, none in CRM but pick them up through some formatting in Excel) then Marketo doesn't recognize that the email addresses are the same. I've found that to be a rare situation.

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Re: Importing Lists as Untrusted

Since you are targeting people who are already in the database, if at all possible, a better bet would be to use filters to define your audience rather than import them into a list. Aside from the fact that it's logistically easier, you'll have a record of the criteria used to target them.

Denise

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Level 6 - Champion Alumni

Re: Importing Lists as Untrusted

How are you determining that the lists you are importing (presumably through Marketo list import) are creating duplicate records? Marketo will not create a duplicate record via its list import or form submission if the email address is the same. However, If the records are being imported into Salesforce, it will allow duplicate records with the same email address to sync from SFDC to Marketo. I agree with Denise that using smart lists are the preferred method of selecting records in Marketo.