Add leads to other partitions?

Anonymous
Not applicable

Add leads to other partitions?

I'm getting very close to finally having an email preference center -- whch has brought up an issue.  Right now, we have lead partitions set up for each of our business units.  The preference center will have a new SFDC field to "opt in to Biz Unit 1 emails", "opt in to biz unit 2 emails", etc. 

So, if a lead chooses to subscribe to emails from 3 of the 5 business units, what does the campaign look like? Presumabley, the lead belongs to one partition (but they could exist in other partitions).  I have one campaign drafted that will "add to list" for each chosen business unit.  Therefore, I'll have a "house list" of everyone who signs up for emails from that business unit.

Now, how do I add the lead to the other partitions -- without human intervention?   I want Marketo to:
  1. Check to see if the lead exists in the other partion.  If yes, there's nothing to do.  I can bounce any email campaign off of my house list and the emails will be sent.
  2. If the lead doesn't exist, I want to add the lead to each of the newly chosen partitions.  (If lead does not exist in Biz Unit 1, add to Biz Unit 1 lead partition, etc.). 
Can I make that happen without manually uploading my house list on a regular basis?
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Josh_Hill13
Level 10 - Champion Alumni

Re: Add leads to other partitions?

Hi Sandy,

Take a look at these articles:
https://community.marketo.com/MarketoArticle?id=kA050000000Kyx7
https://community.marketo.com/MarketoArticle?id=kA050000000KyxE

A lead can only be in one partition at a time. Some questions:

1. Is a lead allowed to be in only one BU at a time?

2. Are you using shared Partitions?

3. Have you considered using one sub management page per BU instead of a Global?

This is a complex situation, which I have encountered before, but without knowing more it is difficult to help create a solution.