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.
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?
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.