Anonymous leads systematically merged to a known lead should carry over all values

Anonymous leads systematically merged to a known lead should carry over all values

Here is the scenario:

A known lead is present in Marketo. This known lead has a new browser session, let's say they got a new computer. Now when they browse around tracked pages, an anonymous lead is created.

In Marketo, I might have a trigger campaign that adds in a value based on the the lead's page activities. For the sake of this example, a field called 'Product Viewed' was updated to have a value of Scantron.

Now when this lead fills out a form or clicks on an email link (from a Marketo email sent to the lead), an auto merge happens. Once the merge completes between the known and anonymous lead, the Scantron value of the anonymous lead will be cleared out, instead of doing an upsert to the known lead. 


1 Comment
kh-lschutte
Community Manager
Status changed to: Open Ideas