I have a rather complicated case here and i'm at a loss how best to approach it i have lots of duplicates in my customer database due to our custom CRM architechture i know the best solution is to merge customers but that's not an option or i've done it already
i have email campaign i want to send to 2 groups of customers so if a customer had already received Email1 he should not receieve email 2 and i have several leads with duplicate emails, like
John 1 (from list 1) with email firstname.lastname@example.org
and John 2 (from list 2) but with the same email as my John 1 has email@example.com
what is the best way to ensure that firstname.lastname@example.org receives only 1 email - the first one?
i though adding a filter "was not sent email" to the second blast would do the trick but it appears it's not
The problem you're having is the there are 2 separate records in Marketo that have the same email address. So it you add record 1 with email address John 1 email@example.com to Email 1, and then do "not was sent email" or something to exclude him from Email 2, it can still pick up the second record John 2 since Marketo doesn't see it as a dupe.
If you feel like going super manual after you send email 1, you could copy all the email addresses that were sent the email and create a smartlist using the email address as the screening factor.
But the hideous nightmare of doing that over and over manually pretty much defeats the whole "automation" piece.
ReachForce (my company, watch out, here comes the shameless plug) does free email quality assessments so you can at least get a sense of your duplication level and other email quality issues, and a lot of Marketo users take advantage cause, this is a problem for a lot of us.
If you have access to coders, you might be able to use a webhook and the API to choose 1 record and place it into the campaign.
Make a Smart Campaign where the Flow step is to call a webhook- some custom code finds out if there's more than 1 record in the database. Then chooses a record and requests the desired customer campaign.
Custom code then sets a custom field to "Customer Campaign - Email 1" on all dup records so that they can be excluded.
Use the 2nd webhook after each email in the campaign for filtering purposes
*With some planning, the script could be pretty modular. If you have 100s of thousands of records it may not be the best option. This is just a quick idea, hope it helps!