Importing Data Criteria

Importing Data Criteria

When importing data, Marketo should allow you to set criteria so as not to enter in data that could be in other regions or perhaps in another list. 

For example, if you have a large lead list that you received from a tradeshow and one list is all of the attendees and another is just a list of attendees who visited your booth, Marketo should allow you to import in both sets of data without cleaning them first.  You would enter in the booth visitors as a normal static list entitled 'Tradeshow123AttendedBooth' then uploade the full attendee list with criteria so that you don't add any of the booth visitors in the 'JustAttendedTradeshow123' list.  When entering in the full attendee list you would code, Don't add lead to 'JustAttendedTradeshow123' List if included in 'Tradeshow123Attended'.

Does this make sense?  Then I don't have to clean the data!  YEAH!
2 Comments
Anonymous
Not applicable
What is the end-game here? Is the goal to have your attendees properly attributed? If so, you import the first "JustAttendedTradeshow" list with the status Attended Show, and then import the "AttendedBooth" list 2nd and make their status "Engaged at Booth" or whatever the standard statuses for tradeshows are. No cleaning required. Ok, you'll have everyone on that first list, so you can always run a quick program, if member of list 2, remove from list 1. We send all of our emails based on Progression Status, so if you did it as I described above, you'd have one set of people having attended the show, and a 2nd set who engaged at the booth, then you could send your separate messaging to each group.
kh-lschutte
Community Manager
Status changed to: Already have it