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Same Cookie Id, Different Email Address

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Anonymous
Not applicable
If the cookie id is the same, but the email is different, is a new lead created?
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Jep_Castelein2
Level 10
Yes, a new record is created (at least via Form Submission or List Import). If you use the API, you have multiple options based on the Lead Key you provide (email, cookie ID or Marketo ID). 

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17 REPLIES 17
Jep_Castelein2
Level 10
@Mark: yes
Mark_Emond7
Level 3
Jep - I am assuming a new lead would be created if the same individual (with a different email address) comes in through a list import instead of a form completion?
Jep_Castelein2
Level 10
Not sure, I also thought it was the way you described it, until I tested it late last year. I asked around, and several people said it had always been this way. 
Anonymous
Not applicable
Is that a relatively recient change because in my past life that has been availible.
Jep_Castelein2
Level 10
Hi Eric, Marketo will never update the email address on form submission, unless you stuff the email address in a different field.  
Anonymous
Not applicable
Please ignore this if I have missed the point but

But the simple answer is NO a new lead should not be created.

To Jack's first comment comment 

A visitor is cookied, a new lead is created via the webservice api, the lead comes back and completes another form only this time with another email address.

I am assuming a new lead is created.  However we'd like to setup a process where if the cookie id is the same, and the first email is flagged as a bad email address, that the existing lead is simply updated instead.

From the first paragraph, if the lead is submitted with the tracking cookie information then the lead is "tagged" or creates a relationship in the Marketo database between the lead record with the email address and the cookie record. This is a 1:many relationship structure as a lead can have one or more cookies but a cookie can have only one lead. 

If at some point in time later, the lead returns and fills out a form with the same tracking cookie and edits the email address, then upon submit, the lead's email address will be updated.  From my understanding, Marketo should NOT create a new lead in this situtation.  It would only do so if the lead created via the APIs did NOT pass the _mkto_trk cookie in the first place.

Just my two cents,

Cheers,
Eric
Anonymous
Not applicable
Adding a small detail to Jep's clever suggestion:
the Cookie ID would be similar to id:561-HYG-937&token:_mch-marketo.com- 1258067434006-50277 
 
You can read the cookie using JavaScript
Jep_Castelein2
Level 10
@Jack: if your application is smart enough to use a Cookie ID as Lead Key for that small set of Leads but not for other Leads, then yes, you can do that. 
Anonymous
Not applicable
I can speak from experience that if a known lead comes back and completes a new form that a new lead record will be created and their cookie will be updated to point to that new lead, rather than the old one.

I'm curious, for the first time visitor visitor that is cookied, what action did they take to have the API create a new lead record for them if not filling out a form on your website / LP?

If by the cookie ID is the same, you mean the _mkto_trk cookie, they are indeed the same value for the first email address and after a form is submitted with a second email a, but they are associated with different lead records.  We use progressive profiling forms, so if someone changes the email address on a second form submit, the form doesn't capture the intiial information (e.g. first name, last name, company name).  We have a smart campaign that alerts us when a new lead is created without these elements and then we look for other leads with the same IP address, and will merge them if appropriate.

Anonymous
Not applicable
Jep, is this something we can do for a small set of leads we have flagged but not others?
Jep_Castelein2
Level 10
I believe if you provide the Cookie ID as the Lead Key, it will update the same Lead, but please test this. 
Anonymous
Not applicable
Leads are getting created with the API.  Are we able to merge automatically based on cookie id?
Jep_Castelein2
Level 10
Yes, a new record is created (at least via Form Submission or List Import). If you use the API, you have multiple options based on the Lead Key you provide (email, cookie ID or Marketo ID). 
Anonymous
Not applicable
In this scenario we do not have a name, only an email address and a cookie id, so how can we even manually identify a duplicate?

Also, this process needs to be automated.
Anonymous
Not applicable
In my experience, email address trumps cookie, so a new lead would be created. You could try deleting the first email address once you know it's bad.
Anonymous
Not applicable
A visitor is cookied, a new lead is created via the webservice api, the lead comes back and completes another form only this time with another email address.

I am assuming a new lead is created.  However we'd like to setup a process where if the cookie id is the same, and the first email is flagged as a bad email address, that the existing lead is simply updated instead.
Anonymous
Not applicable
Can you be more specific about the case you are asking about?