List import

Anonymous
Not applicable

List import

Dear all,

We are defining list import process. After Salesforce and Marketo synch, all new contacts/leads will be imported via Marketo. First of all, you will be asked to check data quality and format. Then, to define an action plan in order to qualify these new leads. Only admin are today authorized to import list, as a consequence we will do it for you.

BR.

Angélique

Elain Fang

5 REPLIES 5
Stella_Zamprogn
Level 2

Re: List import

Hi Angelique,

data quality and leads qualification are normally managed by two different people in my office, do you have any news about the user profiles and access to marketo for other people in my team? Thanks and have a nice day! stella

Stella_Zamprogn
Level 2

Re: List import

sorry I forgot to add...do you have a deadline for data quality action and leads action plan? thanks!

Anonymous
Not applicable

Re: List import

Dear Stella,

This is only for list import for new leads (not existing contacts in Salesforce). So when you will need to import new leads into Marketo, you (or the person in charge) will have first of all to check the quality of the data you want to import (e.g: format of last name, first name, company name, email address, ...), + make sure it is not a doublon, .... Then you must also think of which programs and campaigns you want to use to nurture and qualify them.

Does it make sense?

BR

Angélique

Stella_Zamprogn
Level 2

Re: List import

Hi Angelique,

does it make sense if I consider as NEW all leads i will see in marketo after tomorrow evening?

All contacts/leads imported tomorrow are already in SFDC (and  verify by Bibi) starting from Saturday morning new leads are supposed to enter in marketo and starting from Monday we need to take care of them...

What do you think?....I cannot give up ask questions....

thanks

stella

Anonymous
Not applicable

Re: List import

Hello Angelique CUILHE​, could you share a template for lead/contact upload to Marketo? Also, could you indicate in the template which fields are required? I have some contacts that we were emailing to through Act-On (automated marketing platform we were using instead of Cabestan) as part of the furniture campaign but were not imported to Salesforce because we wanted to test the list quality first. As we are getting ready to do another wave of the furniture campaign, I'll need to have those contacts accessible through Marketo, meaning they will have to be imported there. I understand that corporate team will be allowed to do such uploads but I need to know how to prepare the data for that process. Thank you!