There are several records in our database with email address fields as empty. I can see that this occurred from uploading a static list where some email address fields were blank. My question is: if emails are required and unique identifiers, how are lead accounts created even when the email address field is blank?
Do these error/report as warning but still make it into the system? Any workarounds on this aside from deleting these bad/empty records when or if they make it into the system?
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Hi Samantha,
One special thing with Marketo is that it deduplicates on email but does not make this field mandatory You could very well sync leads or contacts from your CRM without an email as well. Still, these leads may count against you licence fee.
The recommendation is: for any lead created from an import and not yet converted to a contact or not yet pushed to the CRM, delete them.
You may even run a batch smart campaign to do this, if you fear it happens again.
-Greg
Hi Samantha,
One special thing with Marketo is that it deduplicates on email but does not make this field mandatory You could very well sync leads or contacts from your CRM without an email as well. Still, these leads may count against you licence fee.
The recommendation is: for any lead created from an import and not yet converted to a contact or not yet pushed to the CRM, delete them.
You may even run a batch smart campaign to do this, if you fear it happens again.
-Greg
Hi Samantha,
If the email address is blank, Marketo will always create a new record. The only way to update a record without email address is via the API, while specifying the Marketo ID.
There are many ways to delete bad/empty records from your system (if that's what you want!)
Another easy way to do this would be creating a Smart Campaign using the filters
'Lead is created' (using a date constraint ) AND 'email address is empty' with a Flow 'Delete Lead equal true
For example:
Hi Juan,
The screenshots you are providing will lead to deleting the new leads from the CRM, which is a pretty bad idea. Suppose your sales person entered a contact or a lead without an email, are you going to delete it?
You should rather at least filter by creation source, as I suggested.
-Greg
Yeah, you definitely don't want to be deleting contacts - and therefore should include the CRM type (although, when deleting leads in Marketo, the lead/contact is only deleted in Marketo, not CRM (at least for MS Dynamics customers). What we also find is that Sales will sometimes batch upload a bunch of new leads into CRM. And since the email address is required, they will just enter something like "*.*", "N/A", or "x@x.com". So not only should you filter on where email is empty, but also another email address filter to catch those values as well.