We receive lists from conferences that we're only allowed to email once. Does anyone have insight into how best to handle these one-time sends without cluttering Marketo and Salesforce? We'd like to track the ones that become MQLs and SQLs but would like to clear out the rest after a certain period of time. Would be interested in hearing how others handle this situation. Thanks!
You could have a flow like this this:
Send Email --> Change Data Value (Marketing Suspended is True) --> Wait Step (however long you think is appropriate) --> Remove from Flow (if Status is MQL or SQL, for example) --> Delete
Your processes might call for something different, but I would think it would be similar and would involve preventing them from receiving further emails, a wait step, and an eventual deletion if they haven't progressed. Can you still call them? May be worth holding on to them a little longer in order to see if they visit your website or something.
This is a good setup.
I would do something more like
Part of this depends on your lifecycle process as well. It may be worth keeping the names for prospecting as long as you suppress them.
Thank you! It's possible that the lead already existed in Marketo/SFDC before we did the import so I worry about deleting those. Any way to exclude deleting if they already existed?